Zurich Assurance Ltd

• Principal Place of Business

  Unity Place

  1 Carfax Close

  Swindon

  Wiltshire

  SN1 1AP

  UNITED KINGDOM

  Phone

  +441793514514

  Web

  https://www.zurich.co.uk

• Complaints Contact

  Unity Place

  1 Carfax Close

  Swindon

  Wiltshire

  SN1 1AP

  UNITED KINGDOM

  Phone

  +441793514514

• 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 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, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health, Sickness

• 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 Professional, Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments)

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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, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health, Sickness

• Consumer Loans

• Runs Stakeholder Pensions

  For Professional, Retail (Investment), Life Policy, Stakeholder pension scheme, Unit

• Runs Personal Pensions

  For Professional, Retail (Investment)

• Loan Servicing

• 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

  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.

• James Sykes

  IRN JRS01211

  • SMF1 Chief Executive (10 Dec 2018 to 5 Feb 2020)
  • Responsible for Insurance Distribution (1 Oct 2018 to 5 Feb 2020)
  • SIMF1 Chief Executive Function (4 May 2017 to 9 Dec 2018)
  • Responsible for Insurance Mediation (4 May 2017 to 30 Sep 2018)
  • CF1 Director (10 Aug 2005 to 23 Oct 2009)
• James Tait

  IRN JMT01188

  • [FCA CF] Manager of certification employee (since 6 Jan 2026)
  • [PRA CF] Significant risk taker or Material risk taker (since 6 Jan 2026)
  • [FCA CF] Significant management (since 6 Jan 2026)
• James Thomas Gaunt Butler

  IRN JTB01041

  • SMF11 Chair of the Audit Committee (10 Dec 2018 to 30 Jun 2019)
  • SIMF11 Chair of the Audit Committee (7 Mar 2016 to 9 Dec 2018)
  • CF2 Non Executive Director (22 Jun 2011 to 6 Mar 2016)
  • CF17 Significant Mgt (Other Business Operations) (1 Mar 2006 to 31 Oct 2007)
  • CF1 Director (19 Jan 2004 to 19 Jan 2004)
• Jane Christine Platt

  IRN JCP01086

  • SMF12 Chair of the Remuneration Committee (since 31 May 2020)
  • SMF9 Chair of the Governing Body (since 31 May 2020)
  • Director of firm who is not a certification employee or a SMF manager (1 Oct 2019 to 31 May 2020)
• Janet Gordon Worman

  IRN JGW00017

  • CF21 Investment Adviser (30 Dec 2004 to 1 Jun 2005)
  • CF24 Pension Transfer Specialist (30 Dec 2004 to 1 Jun 2005)
• Janette Lesley Evans-Turner

  IRN JXE00228

  • [FCA CF] Significant management (since 4 Aug 2022)
• Jeremy Charles Robert Reece

  IRN JCR00010

  • CF24 Pension Transfer Specialist (30 Dec 2004 to 1 Jun 2005)
  • CF21 Investment Adviser (30 Dec 2004 to 1 Jun 2005)
• Jeremy Spencer Deeks

  IRN JXD01988

  • SMF3 Executive Director (since 25 Sep 2025)
  • SMF2 Chief Finance (since 22 Mar 2024)
  • [PRA CF] Significant risk taker or Material risk taker (2 Jan 2024 to 22 Mar 2024)
  • [FCA CF] Significant management (2 Jan 2024 to 22 Mar 2024)
• Jessica English

  IRN JXE70573

  • [FCA CF] Manager of certification employee (1 Jun 2019 to 28 Nov 2020)
• Joachim Masur

  IRN JXM02718

  • CF2 Non Executive Director (18 Aug 2009 to 2 Jul 2010)

• Eagle Star Direct Services Limited (no longer appointed)

  FRN 201534 · Appointed 3 Dec 1999 · Until 31 Mar 2005

• Bristol & West Property Services Limited (no longer appointed)

  FRN 164899 · Appointed 14 Mar 1989 · Until 15 Aug 2003

No changes recorded yet.