Quilter Life & Pensions Limited

• Principal Place of Business

  Quilter House

  Portland Terrace

  Southampton

  Hampshire

  SO14 7EJ

  UNITED KINGDOM

  Phone

  +4408081712626

  Web

  https://www.quilter.com

• Complaints Contact

  Quilter

  Sunderland

  SR43 4JP

  UNITED KINGDOM

  Phone

  +448081712626

• 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 Eligible Counterparty, 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, 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 2 limitations Hide limitations

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

• Arranges Asset Safekeeping

  For Eligible Counterparty, 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, 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 2 limitations Hide limitations

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

• Manages Insurance Policies

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

• Stockbroking

  For Eligible Counterparty, 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, 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 2 limitations Hide limitations

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

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)

  Show 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.

• Issues Insurance

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

• Runs Personal Pensions

• Investment Setup

  For Eligible Counterparty, 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, 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 2 limitations Hide limitations

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

• Manages Your Portfolio

  For Eligible Counterparty, 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, Life Policy, 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

  Show 2 limitations Hide limitations

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

• Charles Henry Eppinger

  IRN CHE01003

  • CF2 Non Executive Director (16 Oct 2013 to 6 Mar 2016)
• Christopher Allan Burnage

  IRN CXB43123

  • [FCA CF] Functions requiring qualifications (18 Sep 2019 to 19 Oct 2021)
• Christopher Anton Eyssell

  IRN CAE01043

  • [FCA CF] Material risk taker (since 22 Aug 2023)
  • [FCA CF] Significant management (since 22 Aug 2023)
• Christopher Frederick Hill

  IRN CFH01049

  • SMF7 Group Entity Senior Manager (since 1 Oct 2025)
  • Director of firm who is not a certification employee or a SMF manager (7 Mar 2024 to 30 Sep 2025)
• Christopher John Loraine Samuel

  IRN CJS01139

  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2023)
• Ciaran Graham Bourne

  IRN CXB37228

  • [FCA CF] Functions requiring qualifications (1 Jul 2019 to 17 Mar 2022)
• Claire Louise Brown

  IRN CXB00536

  • [FCA CF] Functions requiring qualifications (9 Feb 2021 to 8 Nov 2021)
• Claire Michelle Hunneybun

  IRN CXH34941

  • [FCA CF] Manager of certification employee (1 Jul 2019 to 31 Aug 2022)
• Connor Lewis James Gibson

  IRN CXG00102

  • [FCA CF] Functions requiring qualifications (14 Aug 2020 to 14 Apr 2022)
• Cornelius Christiaan Thiart

  IRN CCT01051

  • CF28 Systems and controls (24 Sep 2014 to 6 Mar 2016)

No changes recorded yet.