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

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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 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.
  • · 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

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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

• 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), 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.

• Ian William Furniss

  IRN IWF01007

  • CF8 Apportionment and Oversight (1 Apr 2010 to 31 Aug 2010)
  • CF3 Chief Executive (1 Apr 2010 to 31 Aug 2010)
  • CF1 Director (15 Dec 2006 to 31 Aug 2010)
• JOHN BAKER

  IRN JXB03310

  • [FCA CF] Significant management (6 Aug 2024 to 1 Sep 2025)
• James Antony Keely

  IRN JXK00162

  • SMF16 Compliance Oversight (14 Jun 2021 to 29 Jan 2024)
  • SMF4 Chief Risk (14 Jun 2021 to 29 Jan 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (14 Jun 2021 to 29 Jan 2024)
• James Michael Bury

  IRN JMB01224

  • CF8 Apportionment and Oversight (30 Nov 2010 to 20 Feb 2012)
  • CF1 Director (30 Nov 2010 to 25 May 2016)
• Jamshaid Islam

  IRN JXI01116

  • CF1 Director (12 Oct 2010 to 26 Jul 2013)
• Jane Ann Ridgley

  IRN JAR01236

  • SMF24 Chief Operations (24 Apr 2019 to 1 May 2023)
  • SMF3 Executive Director (10 Dec 2018 to 1 May 2023)
  • CF1 Director (17 Jan 2014 to 9 Dec 2018)
  • CF30 Customer (17 Jan 2014 to 10 Oct 2014)
• Jason Gardiner

  IRN JXG01005

  • [FCA CF] Significant management (since 9 Feb 2026)
• Jennifer Ann Woods

  IRN JXW01226

  • SMF3 Executive Director (since 24 Nov 2025)
  • SMF2 Chief Finance (since 17 Jul 2025)
  • [FCA CF] Significant management (14 Mar 2025 to 17 Jul 2025)
• Jennifer Helen Thorpe

  IRN JXT00535

  • SMF24 Chief Operations (since 1 Jul 2024)
• Jennifer O'Brien

  IRN JXO00091

  • [FCA CF] Significant management (24 Mar 2025 to 29 Oct 2025)

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