Sheffield Mutual Friendly Society Limited

• Principal Place of Business

  3 Maple Park

  Maple Court

  Wentworth Business Park

  Tankersley

  Barnsley

  South Yorkshire

  S75 3DP

  UNITED KINGDOM

  Phone

  +441226741000

  Web

  https://www.sheffieldmutual.com

• Complaints Contact

  3 Maple Park

  Maple Court

  Wentworth Business Park

  Tankersley

  Barnsley

  South Yorkshire

  S75 3DP

  UNITED KINGDOM

  Phone

  +441226741000

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying out transactions permitted by the rules of the Society.

• 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 Professional, Retail (Investment), Certificates representing certain security, 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), 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), Rolling spot forex contract, Share, Spread Bet, 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, 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), 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), Rolling spot forex contract, Share, Spread Bet, 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 Insurance Policies

  For All, Life and annuity, Linked long-term, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, 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), 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), Rolling spot forex contract, Share, Spread Bet, 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.

• 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, Life and annuity, Linked long-term, Permanent health

• Investment Setup

  For Professional, Retail (Investment), Certificates representing certain security, 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), 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), Rolling spot forex contract, Share, Spread Bet, 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, 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), 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), Rolling spot forex contract, Share, Spread Bet, 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.

• Adrian John Stone

  IRN AXS02312

  • SMF10 Chair of the Risk Committee (since 29 Nov 2023)
  • SMF11 Chair of the Audit Committee (since 29 Nov 2023)
  • Director of firm who is not a certification employee or a SMF manager (9 Jun 2021 to 28 Nov 2023)
• Andrew James Thorpe

  IRN AXT00441

  • SMF12 Chair of the Remuneration Committee (since 11 Jul 2025)
  • SMF14 Senior Independent Director (since 27 Jan 2023)
• Andrew John Colton

  IRN AJC01362

  • CF21 Investment Adviser (13 Jun 2002 to 14 Jul 2003)
• Andrew John Healy

  IRN AJH01387

  • Director of firm who is not a certification employee or a SMF manager (since 21 Mar 2025)
• Anthony Robert Burdin

  IRN ARB01245

  • Director of firm who is not a certification employee or a SMF manager (1 Jan 2019 to 14 Jun 2025)
  • SMF1 Chief Executive (10 Dec 2018 to 31 Dec 2018)
  • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
  • SIMF4 Chief Risk Function (7 Mar 2016 to 1 Jan 2018)
  • SIMF5 Head of Internal Audit Function (7 Mar 2016 to 19 Sep 2017)
  • CF5 Director of Unincorporated Association (9 Jan 2012 to 6 Mar 2016)
  • CF8 Apportionment and Oversight (9 Mar 2009 to 6 Mar 2016)
  • CF6 Small Friendly Society (9 Mar 2009 to 1 Jan 2012)
  • CF3 Chief Executive (9 Mar 2009 to 6 Mar 2016)
  • CF11 Money Laundering Reporting (9 Mar 2009 to 30 Sep 2018)
  • CF10 Compliance Oversight (9 Mar 2009 to 30 Sep 2018)
• Barrie Staniland

  IRN BXS00121

  • CF28 Systems and controls (1 Nov 2007 to 11 Jun 2011)
  • CF6 Small Friendly Society (1 Dec 2001 to 11 Jun 2011)
  • CF13 Finance (1 Dec 2001 to 31 Oct 2007)
• Cara Wynne Spinks

  IRN CXS02215

  • SMF20a With-Profits Actuary (since 10 Dec 2018)
  • SMF20 Chief Actuary (since 10 Dec 2018)
  • SIMF20 Chief Actuary Function (7 Mar 2016 to 9 Dec 2018)
  • SIMF21 With-Profits Actuary (7 Mar 2016 to 9 Dec 2018)
  • CF12 Actuarial (29 Jun 2015 to 6 Mar 2016)
  • CF12A With-Profits Actuary (29 Jun 2015 to 6 Mar 2016)
• Courtney Marsh

  IRN CXM02250

  • Director of firm who is not a certification employee or a SMF manager (since 25 Jun 2022)
• David Chappell

  IRN DXC01392

  • CF6 Small Friendly Society (1 Dec 2001 to 2 Sep 2002)
• David John Lechmere

  IRN DJL01158

  • CF12 Actuarial (1 Jan 2012 to 1 Jul 2015)
  • CF12A With-Profits Actuary (1 Jan 2012 to 1 Jul 2015)

No changes recorded yet.