Retirement Solutions (UK) Limited

• Principal Place of Business

  Metropolitan House

  Station Road

  Cheadle Hulme

  Cheadle

  Greater Manchester

  SK8 7AZ

  UNITED KINGDOM

  Phone

  +441614853401

  Web

  https://www.retirementsolutions.co.uk

• Complaints Contact

  Metropolitan House

  Station Road

  Cheadle Hulme

  Cheadle

  Greater Manchester

  SK8 7AZ

  UNITED KINGDOM

  Phone

  +441614853401

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Credit Score Services

• Paul Edward Friedrich

  IRN PXF00117

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jan 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 3 Jan 2024)
• Paul Francis Stanford

  IRN PXS00340

  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 12 May 2025)
• Paul Jonathan Oldrieve

  IRN PXO00053

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Paul Kay

  IRN PXK00158

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 20 Jan 2025)
• Paul Neil Wareham

  IRN PXW00210

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Mar 2024)
• Peter Ng

  IRN PXN01223

  • CF30 Customer (11 Jun 2010 to 10 May 2012)
• Rana Ahmad

  IRN RXA01452

  • CF30 Customer (4 Jul 2008 to 16 Feb 2011)
• Rene Eric Lester

  IRN RXL00169

  • [FCA CF] Functions requiring qualifications (6 Jan 2020 to 1 Jun 2021)
• Richard Houghton

  IRN RXH00149

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • [FCA CF] Client dealing (9 Dec 2019 to 25 Feb 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Feb 2025)
  • CF11 Money Laundering Reporting (30 May 2012 to 8 Dec 2019)
  • CF1 Director (4 Jul 2008 to 8 Dec 2019)
  • Responsible for Insurance Mediation (4 Jul 2008 to 30 Sep 2018)
  • CF30 Customer (4 Jul 2008 to 8 Dec 2019)
  • CF10 Compliance Oversight (4 Jul 2008 to 28 May 2012)
• Richard Mark Dilloway

  IRN RXD00214

  • [FCA CF] Functions requiring qualifications (7 May 2021 to 5 Feb 2024)

• PayingForCare Limited (no longer appointed)

  FRN 577309 · Appointed 17 Apr 2012 · Until 22 Oct 2012

• Telos Ltd (no longer appointed)

  FRN 489801 · Appointed 7 Oct 2008 · Until 1 Mar 2009

No changes recorded yet.