UBS Asset Management Life Ltd

Reference number: 186527

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When ubs.com first appeared online, and whether it can receive email
  • What kind of line 020 7567 8000 is, and the 4 other firms that give it
  • Who else gives the postcode EC2M 2QS
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • PDFM Life Limited Former name
  • Phillips & Drew Life Limited Former name
  • UBS Global Asset Management Life Ltd Former name

FCA permissions and consumer protection

  • Hold or safeguard your money FSCS may apply
    Eligible deposits are typically protected by the FSCS up to £120,000 per person, per banking group.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Accepting Deposits
  • Arranging (bringing about) deals in investments
  • Carrying out contracts of insurance
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Effecting contracts of insurance
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • Activities only in respect of long term insurance.
    The firm may only carry on listed activities in respect of the investments specified for the purpose of its long term insurance business.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03280762
Company status
Active
Company type
Private limited company
Incorporated
19 November 1996 (29 years old)
Registered office
5 Broadgate, London, EC2M 2QS, England
Nature of business
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Natalie Sewell Director Nov 1978 10 Feb 2022 None
Claire Elizabeth Catherine Finn Director Dec 1972 20 Sep 2022 7 other companies
Olakunle Amusan Director Dec 1977 17 Nov 2023 None
Rosemary Diana Rachel Bichard Director May 1968 30 Nov 2023 3 other companies
Jonathan Christopher Hollick Director Sep 1980 12 Feb 2025 5 other companies

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
15
closed down
1
are FCA-registered
5

In the full report: all 15 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • All 40 people who have ever been directors, with their dates
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Key dates in its history

UBS Asset Management Life’s history from the FCA register and Companies House, newest first.

Key events (11) All events (97)

2016

6 April 2016

  • UBS Asset Management Holdings Ltd took control (75–100% of shares)

Companies House

2015

30 October 2015

  • Changed its registered name from "UBS Global Asset Management Life Ltd"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date
  • Regulated by the Prudential Regulation Authority from this date

FCA register

2002

10 May 2002

  • Changed its registered name from "Phillips & Drew Life Limited"

FCA register

15 March 2002

  • FCA imposed a requirement (Activities only in respect of long term insurance.)

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1998

6 April 1998

  • Regulated by the Personal Investment Authority from this date

FCA register

1 April 1998

  • Changed its registered name from "PDFM Life Limited"

FCA register

1996

19 November 1996

  • Incorporated at Companies House

Companies House

In the full report: all 97 events

  • All 97 events in its history (11 shown here)
  • Every director appointment and resignation: 83
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Firms connected to UBS Asset Management Life

Other FCA-listed firms that share a director, phone number or address with UBS Asset Management Life. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
7
share a director
4
share its phone number
4

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (4), the same phone number (4), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like UBS Asset Management Life

Other firms of the same type (insurer), nearest first.

In London

Cx Reinsurance Company Limited.LondonAuthorisedNavigators Insurance CompanyLondonAuthorisedChubb European Group SELondonAuthorisedChubb Life Europe SELondonAuthorisedFederal Insurance CompanyLondonAuthorisedSt. Paul Fire and Marine Insurance CompanyLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on UBS Asset Management Life

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 97 events in its history
  • 7 connected firms, named, and who links them

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Frequently asked questions about this firm

Is UBS Asset Management Life Ltd FCA authorised?
Yes, UBS Asset Management Life Ltd (FRN 186527) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an insurer. The FCA has placed a limit on what it may do.
What is UBS Asset Management Life’s phone number and website?
The FCA register lists the phone number 020 7567 8000 and the website ubs.com for UBS Asset Management Life. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 4 other FCA firms.
Is UBS Asset Management Life a scam or clone?
UBS Asset Management Life is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with UBS Asset Management Life?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about UBS Asset Management Life to the Financial Ombudsman Service, free of charge.
Who owns UBS Asset Management Life?
UBS Asset Management Life is owned by UBS Asset Management Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs UBS Asset Management Life?
Companies House lists 5 directors of UBS Asset Management Life: Natalie Sewell, Claire Elizabeth Catherine Finn, Olakunle Amusan, Rosemary Diana Rachel Bichard and Jonathan Christopher Hollick.
How long has UBS Asset Management Life been in business?
The company was formed on 19 November 1996, and has held its current FCA authorisation since December 2001.
Does UBS Asset Management Life use any other names?
It has previously used 3 other names: PDFM Life Limited, Phillips & Drew Life Limited and UBS Global Asset Management Life Ltd.

Sources and links

The full report on UBS Asset Management Life Ltd

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