Suffolk Life Annuities Limited

• Principal Place of Business

  153 Princes Street

  Ipswich

  Suffolk

  IP1 1QJ

  UNITED KINGDOM

  Phone

  +4403704147000

  Web

  https://www.curtisbanks.co.uk

• Complaints Contact

  153 Princes Street

  Ipswich

  Suffolk

  IP1 1QJ

  UNITED KINGDOM

  Phone

  +4403704147000

• Bank Deposits

  For All, Deposit

  Show 1 limitation Hide limitations

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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

  Show 2 limitations 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.
  • · 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

• 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

  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.

• Manages Insurance Policies

  For All, Life and annuity, Linked long-term

• 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

  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.

• 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Spread Bet

  Show 2 limitations Hide limitations

  • · 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
  • · 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.

• Issues Insurance

  For All, Life and annuity, Linked long-term

• Runs Personal Pensions

• 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

  Show 2 limitations 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.
  • · 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

• 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.

• Gillian Batchelor

  IRN GXB00690

  • [FCA CF] Significant management (since 1 Oct 2025)
• Gordon Craig Wood

  IRN GCW01017

  • SMF20 Chief Actuary (since 10 Dec 2018)
  • SIMF20 Chief Actuary Function (30 Nov 2016 to 9 Dec 2018)
• Gordon Wilson

  IRN GXW00200

  • SMF13 Chair of the Nominations Committee (since 27 Jun 2024)
  • SMF7 Group Entity Senior Manager (14 Dec 2023 to 12 Aug 2025)
• Gregory James Kingston

  IRN GJK00015

  • SMF3 Executive Director (10 Dec 2018 to 25 Jul 2020)
  • CF1 Director (10 Jul 2017 to 9 Dec 2018)
• Helen Josephine Wallace-Smith

  IRN HXW00243

  • [FCA CF] Significant management (13 Aug 2024 to 5 Sep 2025)
• Helen Wakeford

  IRN HMW01034

  • [FCA CF] Significant management (since 19 Jan 2026)
• Henry Nathaniel Catchpole

  IRN HNC01003

  • CF11 Money Laundering Reporting (1 Dec 2001 to 1 Jun 2008)
  • CF3 Chief Executive (1 Dec 2001 to 31 Mar 2010)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 14 Jun 2006)
  • CF1 Director (1 Dec 2001 to 31 Mar 2010)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2010)
  • CF10 Compliance Oversight (1 Dec 2001 to 14 Jun 2006)
• Hugh George May

  IRN HGM01009

  • CF1 Director (3 May 2012 to 31 Dec 2013)
  • CF2 Non Executive Director (8 Sep 2003 to 12 Sep 2008)
• Hugh Male

  IRN HXM55022

  • [FCA CF] Significant management (6 Aug 2024 to 2 Dec 2025)
• Ian Charles Stone

  IRN ICS01058

  • SMF4 Chief Risk (10 Dec 2018 to 12 Feb 2021)
  • SMF3 Executive Director (10 Dec 2018 to 12 Feb 2021)
  • SMF16 Compliance Oversight (10 Dec 2018 to 12 Feb 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (10 Dec 2018 to 12 Feb 2021)
  • CF11 Money Laundering Reporting (5 Apr 2018 to 9 Dec 2018)
  • CF1 Director (27 Jun 2017 to 9 Dec 2018)
  • CF10 Compliance Oversight (7 Oct 2016 to 9 Dec 2018)
  • SIMF4 Chief Risk Function (7 Oct 2016 to 9 Dec 2018)

No changes recorded yet.