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.

Alan Kevin MacKinnon
IRN AKM00019
- CF11 Money Laundering Reporting (1 Dec 2001 to 11 Jan 2002)
- CF10 Compliance Oversight (1 Dec 2001 to 11 Jan 2002)
Alexanda George Battershill
IRN AGB00052
- CF2 Non Executive Director (1 Jan 2003 to 14 Jan 2008)
- CF5 Director of Unincorporated Association (1 Dec 2001 to 31 Dec 2002)
Alexandra Kim Durniat
IRN AKD01031
- SMF20 Chief Actuary (17 Dec 2018 to 9 Mar 2020)
- SMF20a With-Profits Actuary (10 Dec 2018 to 30 Mar 2020)
- SIMF21 With-Profits Actuary (29 Mar 2018 to 9 Dec 2018)
Andrew James Pooley
IRN AXP01447
- CF2 Non Executive Director (1 Jan 2003 to 26 Apr 2012)
- CF5 Director of Unincorporated Association (30 Sep 2002 to 31 Dec 2002)
Annabel Ferrie Venner
IRN AXV66844
- SMF14 Senior Independent Director (11 Jan 2023 to 31 Oct 2024)
Anthony Clive Lovell
IRN ACL01041
- CF2 Non Executive Director (6 Nov 2007 to 10 Jun 2012)
Arthur Anson Berrisford
IRN AAB00005
- CF21 Investment Adviser (9 Jan 2004 to 30 Sep 2004)
Carl Adam Barrow
IRN CAB01231
- CF29 Significant management (10 Dec 2007 to 7 Nov 2008)
Caroline Mary Instance
IRN CMI01019
- Director of firm who is not a certification employee or a SMF manager (since 23 Jun 2025)
Carys Elizabeth Clarke
IRN CEC01078
- CF2 Non Executive Director (28 Nov 2008 to 11 Jun 2009)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Alan Gordon Howes (no longer appointed)
FRN 833740 · Appointed 14 Feb 2019 · Until 30 Dec 2021
Gemma Louise Davies (no longer appointed)
FRN 827237 · Appointed 29 Nov 2018 · Until 30 Dec 2021
Fiona Mitchelson (no longer appointed)
FRN 827238 · Appointed 29 Nov 2018 · Until 30 Dec 2021
Sharon Elizabeth Blunsdon (no longer appointed)
FRN 821108 · Appointed 18 Sep 2018 · Until 30 Dec 2021
Anita Rose Watts (no longer appointed)
FRN 817193 · Appointed 24 Aug 2018 · Until 29 Apr 2020
Joy- Joelle Mugabo (no longer appointed)
FRN 817194 · Appointed 24 Aug 2018 · Until 29 Apr 2020
JAGTAR SINGH KHAN (no longer appointed)
FRN 815164 · Appointed 31 Jul 2018 · Until 31 Dec 2021
Chris Disbury (no longer appointed)
FRN 811256 · Appointed 11 Jun 2018 · Until 30 Dec 2021
Corinne Page (no longer appointed)
FRN 811254 · Appointed 11 Jun 2018 · Until 31 Dec 2021
Gail Marie Lancaster (no longer appointed)
FRN 808329 · Appointed 4 May 2018 · 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.