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.

• David Marshall

  IRN DXM01478

  • CF6 Small Friendly Society (1 Dec 2001 to 12 Jun 2010)
• Dawn Webb

  IRN DXG26892

  • SMF3 Executive Director (10 Feb 2021 to 31 May 2024)
  • [FCA CF] Significant management (6 Jan 2020 to 31 Dec 2020)
• Erica Jane Dietsch

  IRN EJR01033

  • CF21 Investment Adviser (3 Oct 2003 to 15 Mar 2004)
• Faye Lageu

  IRN FXL00107

  • Director of firm who is not a certification employee or a SMF manager (since 29 Jul 2022)
• Harry Frost

  IRN HXF01040

  • CF6 Small Friendly Society (1 Dec 2001 to 29 Jun 2002)
• J M Cullen

  IRN JMC01197

  • CF6 Small Friendly Society (1 Dec 2001 to 27 Mar 2004)
• Jamie David Bellamy

  IRN JDB01292

  • SMF1 Chief Executive (since 17 Dec 2018)
  • SMF2 Chief Finance (since 10 Dec 2018)
  • SIMF2 Chief Finance Function (7 Mar 2016 to 9 Dec 2018)
  • CF5 Director of Unincorporated Association (20 Oct 2015 to 6 Mar 2016)
  • CF28 Systems and controls (20 Oct 2015 to 6 Mar 2016)
• Jane Hudson

  IRN JXH03252

  • Director of firm who is not a certification employee or a SMF manager (since 18 Jul 2025)
• Janet Burdin

  IRN JXB02858

  • Director of firm who is not a certification employee or a SMF manager (29 Jul 2022 to 31 Dec 2024)
  • SMF13 Chair of the Nominations Committee (20 Aug 2021 to 29 Jul 2022)
  • SMF14 Senior Independent Director (2 Mar 2021 to 29 Jul 2022)
  • SMF15 Chair of With Profits Committee (9 Sep 2019 to 29 Jul 2022)
  • SIMF9 Chairman (7 Mar 2016 to 27 Jul 2018)
  • CF5 Director of Unincorporated Association (27 Oct 2012 to 6 Mar 2016)
• John Peter Jessop

  IRN JPJ01021

  • CF6 Small Friendly Society (14 Feb 2006 to 31 May 2009)

No changes recorded yet.