The Ancient Order of Foresters Friendly Society Limited

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FRN: 110029
Date authorised: 1 April 2013
Last scraped: 3 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Foresters Friendly Society

Enterprise House

Ocean Way

Southampton

SO14 3XB

UNITED KINGDOM

Phone

+4408009882418

Web

https://www.forestersfriendlysociety.co.uk
Complaints Contact

Foresters Friendly Society

Enterprise House

Ocean Way

Southampton

SO14 3XB

UNITED KINGDOM

Phone

+4408009882418

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Non-investment insurance contracts, 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, 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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, Non-investment insurance contracts, 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
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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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Rebecca Louise Nash
IRN RLN01020
- CF11 Money Laundering Reporting (20 Nov 2012 to 3 Apr 2013)
- CF10 Compliance Oversight (20 Nov 2012 to 3 Apr 2013)
Richard Dominic Dickinson
IRN RDD01034
- SMF1 Chief Executive (since 24 Apr 2025)
- SMF3 Executive Director (since 9 Nov 2023)
- SMF4 Chief Risk (8 Feb 2023 to 11 Nov 2024)
- SMF17 Money Laundering Reporting Officer (MLRO) (8 Feb 2023 to 12 Jan 2026)
- SMF16 Compliance Oversight (8 Feb 2023 to 12 Jan 2026)
- CF10 Compliance Oversight (24 Mar 2009 to 7 Oct 2011)
- CF11 Money Laundering Reporting (24 Mar 2009 to 7 Oct 2011)
- CF29 Significant management (10 Dec 2007 to 24 Mar 2009)
Robert David Charles Henderson
IRN RDH00024
- SMF9 Chair of the Governing Body (since 28 May 2025)
Roel van der Zanden
IRN RXV00094
- SMF24 Chief Operations (since 10 Aug 2023)
Sally Butters
IRN SXB02994
- SIMF2 Chief Finance Function (7 Mar 2016 to 5 Jun 2017)
- SIMF4 Chief Risk Function (7 Mar 2016 to 5 Jun 2017)
- CF28 Systems and controls (26 May 2015 to 6 Mar 2016)
Scott Alec Robinson
IRN SAR01111
- SMF20 Chief Actuary (since 13 Feb 2023)
- SMF20a With-Profits Actuary (since 23 Jul 2020)
Stuart Jackson Tragheim
IRN SJT01093
- SMF14 Senior Independent Director (since 19 Aug 2025)
- SMF12 Chair of the Remuneration Committee (since 19 Aug 2025)
Tara Longworth
IRN TXL01393
- SMF4 Chief Risk (10 Dec 2018 to 17 Jun 2020)
- SIMF4 Chief Risk Function (25 Sep 2017 to 9 Dec 2018)
Terence Carl Genese
IRN TCG01026
- CF2 Non Executive Director (11 Oct 2007 to 24 Jun 2013)
Trevor John Fannin
IRN TJF01073
- SIMF21 With-Profits Actuary (7 Mar 2016 to 31 Oct 2017)
- SIMF20 Chief Actuary Function (7 Mar 2016 to 31 Oct 2017)
- CF12 Actuarial (8 Apr 2014 to 6 Mar 2016)
- CF12A With-Profits Actuary (8 Apr 2014 to 6 Mar 2016)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Lana Forrester (no longer appointed)
FRN 912509 · Appointed 21 Aug 2019 · Until 30 Dec 2021
John Edward Thomas Springham (no longer appointed)
FRN 912504 · Appointed 21 Aug 2019 · Until 30 Dec 2021
Joanne Andrew (no longer appointed)
FRN 911885 · Appointed 1 Aug 2019 · Until 30 Dec 2021
Paul Westerman (no longer appointed)
FRN 911866 · Appointed 31 Jul 2019 · Until 30 Dec 2021
Carol Surtees (no longer appointed)
FRN 844382 · Appointed 19 Jun 2019 · Until 30 Dec 2021
Cheryl Patricia Eagleson (no longer appointed)
FRN 844381 · Appointed 19 Jun 2019 · Until 30 Dec 2021
Gordon Steel (no longer appointed)
FRN 844383 · Appointed 19 Jun 2019 · Until 30 Dec 2021
Roberta Ruth Smith (no longer appointed)
FRN 841735 · Appointed 10 May 2019 · Until 30 Dec 2021
Shirley Gaye Grealy (no longer appointed)
FRN 840644 · Appointed 23 Apr 2019 · Until 30 Dec 2021
Robert Frederick Furzeland (no longer appointed)
FRN 836503 · Appointed 14 Mar 2019 · Until 30 Dec 2021

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.