Phoenix Life CA Limited

• Principal Place of Business

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +442035679100

  Web

  https://www.phoenixlife.co.uk

• Complaints Contact

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +442035679100

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Manages Insurance Policies

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Issues Insurance

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Consumer Loans

• Runs Personal Pensions

  For Personal pension scheme

• Loan Servicing

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Nuwan Goonetilleke

  IRN NXG01191

  • SMF18 Other Overall Responsibility (since 1 Jan 2026)
• Oliver James Gillespie

  IRN OJG01001

  • SMF20a With-Profits Actuary (15 Jul 2020 to 24 Mar 2023)
• PHILIP EDWARD SHAW

  IRN PES01098

  • [FCA CF] Manager of certification employee (since 2 May 2025)
• Parth Soneji

  IRN PXS03039

  • [FCA CF] Significant management (since 3 Nov 2025)
• Patricia Hewison

  IRN PXJ01122

  • CF20 Significant Mgt (Settlements) (1 Dec 2001 to 28 Feb 2003)
  • CF18 Significant Mgt (Insurance Underwriting) (1 Dec 2001 to 28 Feb 2003)
• Paul Andrew Kingscott

  IRN PAK01081

  • CF1 Director (AR) (11 Oct 2006 to 28 Sep 2007)
• Paul John Davies

  IRN PJD01079

  • CF1 Director (1 Dec 2001 to 28 Feb 2003)
  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 28 Feb 2003)
• Peter Jack Nowell

  IRN PJN01021

  • SMF15 Chair of With Profits Committee (10 Dec 2018 to 24 Sep 2019)
  • CF2b Chair of the With-Profits Committee (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (3 Jun 2011 to 6 Mar 2016)
• Peter Nicholas Hanby

  IRN PNH01010

  • CF8 Apportionment and Oversight (1 Dec 2001 to 27 Sep 2002)
  • CF1 Director (1 Dec 2001 to 27 Sep 2002)
  • CF3 Chief Executive (1 Dec 2001 to 27 Sep 2002)
• Peter Trygve Tyson

  IRN PXT00272

  • [FCA CF] Manager of certification employee (since 12 Jan 2026)
  • [FCA CF] Significant management (since 24 Apr 2024)

• SLFC Services Company (UK) Limited (no longer appointed)

  FRN 510237 · Appointed 22 Oct 2009 · Until 1 Oct 2024

• Vertex Life and Pensions Limited (no longer appointed)

  FRN 210209 · Appointed 1 Mar 2002 · Until 1 May 2008

• Warwick Davis (Insurance Consultants) Ltd (no longer appointed)

  FRN 194164 · Appointed 27 Sep 2000 · Until 30 May 2002

No changes recorded yet.