Firm-level complaints data sortable table: 2023 H1

The data relates to the first half of 2023 (H1) and includes data from firms that report 500 or more complaints within this six month reporting period, or 1,000 or more for an annual reporting period.

Context (Provision)

Please note:

For some firms, the context data for the insurance and protection product group is particularly high. This is because these firms are not able to calculate the total number of past PPI policies sold. Consequently, some of the context figures in the firm-specific tables are based on the number of policies sold in a shorter period, or policies currently in force, rather than the total. This leads to higher overall contextualisation figures.

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards (per 1,000 accounts)

Decumulation & pensions (per 1,000 policies in force)

Home finance (per 1,000 balances outstanding)

Insurance & pure protection (per 1,000 policies in force)

Investments (per 1,000 client accounts)

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

2.52

4.97

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

1.57

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

14.72

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

4.03

Action 365 Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

19.38

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

1.21

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1.71

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3.35

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

1.59

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

1.44

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

1.56

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.62

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

6.50

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

48.56

2.49

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

2.32

14.84

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

0.80

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

2.48

0.01

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

2.48

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

0.44

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

1.68

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

1.52

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

2.80

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

5.40

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

3.50

27.47

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

3.56

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

0.00

1.86

7.56

1.12

2.60

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

1.10

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

0.30

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

10.80

AXA Insurance UK Plc

AXA GROUP

no

2023-01-01 to 2023-06-30

6.95

AXA PPP Healthcare Limited

AXA GROUP

no

2023-01-01 to 2023-06-30

30.78

Bank of Ireland (UK) Plc

BANK OF IRELAND GROUP

yes

2023-01-01 to 2023-06-30

3.42

9.46

Bank of Scotland plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

2.08

0.08

6.31

0.54

0.74

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.37

Barclays Bank Plc

BARCLAYS PLC

no

2023-01-01 to 2023-06-30

6.93

7.04

2.02

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

2.88

0.00

11.07

1.35

0.00

Black Horse Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

13,333.33

BISL Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

3.99

Bradford & Bingley Limited

NO GROUP

yes

2022-10-01 to 2023-03-31

44.21

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3.45

British Gas Services Limited

CENTRICA PLC

yes

2023-01-01 to 2023-06-30

13.09

Building Block Insurance PCC Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3.62

BUPA Insurance Services Limited

BUPA GROUP

yes

2023-01-01 to 2023-06-30

6.11

Cabot Credit Management Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.90

2.85

Call Assist Ltd

CALL ASSIST LIMITED

no

2022-11-01 to 2023-04-30

4.39

Capital One (Europe) plc

CAPITAL ONE FINANCIAL CORPORATION

no

2023-01-01 to 2023-06-30

4.35

0.05

Car Care Plan Ltd

AMTRUST FINANCIAL SERVICES INC

yes

2023-01-01 to 2023-06-30

0.99

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

7.99

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

0.45

Cater Allen Limited

NO GROUP

no

2023-01-01 to 2023-06-30

7.27

Charter Court Financial Services Limited

CHARTER COURT FINANCIAL SERVICES GROUP PLC

no

2023-01-01 to 2023-06-30

2.70

14.92

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

2.91

Chubb European Group SE

CHUBB LIMITED

no

2023-01-01 to 2023-06-30

0.71

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

48.26

2.26

ClearBank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.64

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

3.94

0.00

6.14

0.09

0.00

Cofunds Limited

AEGON N.V.

no

2023-01-01 to 2023-06-30

2.66

0.89

Columbia Threadneedle Management Limited

NO GROUP

no

2023-01-01 to 2023-06-30

5.41

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

8.86

Coutts & Company

NATWEST GROUP

no

2023-01-01 to 2023-06-30

5.67

1.12

10.24

0.83

2.05

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

1.75

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

1.59

2.30

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.47

Creation Consumer Finance Ltd

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

1.50

0.02

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

12.97

191.21

Cumberland Building Society

NO GROUP

no

2022-10-01 to 2023-03-31

1.91

2.25

0.09

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

23.17

Cynergy Bank Limited

CYNERGY CAPITAL LTD

no

2023-01-01 to 2023-06-30

6.08

3.21

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

0.46

Domestic & General Insurance Plc

CVC CAPITAL PARTNERS ADVISORY GROUP HOLDING FOUNDATION

no

2022-10-01 to 2023-03-31

4.53

Elavon Financial Services Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

18.72

Elderbridge Limited

TECH MAHINDRA LIMITED

no

2022-10-01 to 2023-03-31

51.32

Equiniti Financial Services Limited

EQUINITI GROUP PLC

no

2023-01-01 to 2023-06-30

35.05

0.54

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

0.43

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

2.75

EUI Limited

ADMIRAL GROUP PLC

yes

2023-01-01 to 2023-06-30

4.07

Europa Group Limited

BLUE BOAR HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

8.38

Exeter Friendly Society Limited

EXETER FRIENDLY SOCIETY LIMITED

no

2023-01-01 to 2023-06-30

5.97

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.13

Family Assurance Friendly Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.55

2.39

1.08

Family Equity Plan Limited

FAMILY ASSURANCE FRIENDLY SOCIETY LTD

no

2023-01-01 to 2023-06-30

0.98

0.71

FIL Life Insurance Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

2.62

Financial Administration Services Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

5.26

3.21

First Central Insurance Management Limited

FIRST CENTRAL GROUP LIMITED

no

2023-01-01 to 2023-06-30

9.13

Forester Life Limited

FORESTER HOLDINGS (EUROPE) LIMITED

no

2023-01-01 to 2023-06-30

1.80

1.12

0.40

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

1.04

Gresham Insurance Company Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.25

Halifax Share Dealing Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

3.59

1.24

Hargreaves Lansdown Asset Management Limited

HARGREAVES LANSDOWN PLC

no

2023-01-01 to 2023-06-30

1.37

0.96

HBOS Investment Fund Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

0.00

2.34

Helvetia Global Solutions Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

0.95

Highway Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

0.81

Hiscox Insurance Company Limited

HISCOX LTD.

yes

2023-01-01 to 2023-06-30

1.71

Home Retail Group Card Services Limited

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

1.39

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

0.28

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

3.90

0.15

6.34

0.09

1.30

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

4.36

Ikano Bank AB (publ)

NO GROUP

no

2023-01-01 to 2023-06-30

4.08

0.00

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

4.58

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

2.20

0.00

Interactive Investor Services Limited

INTERACTIVE INVESTOR SERVICES LIMITED

no

2023-01-01 to 2023-06-30

1.58

2.54

Investec Bank PLC

INVESTEC PLC

no

2022-10-01 to 2023-03-31

6.00

1.14

7.93

Investment Funds Direct Limited

M&G PLC

no

2023-01-01 to 2023-06-30

3.64

2.81

J.P. Morgan Europe Limited

JPMORGAN CHASE & CO

no

2023-01-01 to 2023-06-30

1.70

Kensington Mortgage Company Limited

NO GROUP

no

2022-10-01 to 2023-03-31

13.47

Kroo Bank Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

7.32

Landmark Mortgages Limited

NO GROUP

no

2023-01-01 to 2023-06-30

45.50

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

1.66

7.35

0.26

Legal & General (Portfolio Management Services) Ltd

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

0.23

0.83

Legal and General Assurance Society Limited

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

0.99

0.66

Liverpool Victoria Financial Services Limited

LIVERPOOL VICTORIA FINANCIAL SERVICES LIMITED

no

2023-01-01 to 2023-06-30

5.12

1.57

8.19

Liverpool Victoria Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

2.96

Lloyds Bank General Insurance Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

3.01

0.00

Lloyds Bank PLC

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

2.31

0.30

7.04

0.70

0.29

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

18.82

Markerstudy Insurance Services Limited

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

0.28

Marks & Spencer Financial Services Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

4.09

0.00

0.00

0.17

0.00

MBNA Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

3.41

0.00

0.00

12.62

0.00

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

3.21

6.19

Monzo Bank Ltd

MONZO BANK LIMITED

no

2022-09-01 to 2023-02-28

2.80

Moorcroft Debt Recovery Limited

NO GROUP

no

2022-08-01 to 2023-01-31

0.45

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

2.31

3.18

4.07

0.03

0.72

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

1.58

3.02

0.59

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

1.35

71.43

3.02

0.00

0.00

Northern Bank Limited

DANSKE BANK A/S

no

2023-01-01 to 2023-06-30

1.92

3.44

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1.25

OneSavings Bank Plc

ONESAVINGS BANK PLC

no

2023-01-01 to 2023-06-30

3.52

22.67

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

13.20

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

2.58

3.85

People's Administration Services Limited

NO GROUP

no

2022-10-01 to 2023-03-31

0.64

Pepper (UK) Limited

PEPPER FINANCIAL SERVICES GROUP

no

2023-01-01 to 2023-06-30

28.72

Phoenix Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

3.98

20.41

2.16

3.21

Phoenix Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

2.29

21.01

1.38

4.93

Pinnacle Insurance Plc

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

10.18

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

0.45

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

1.03

4.18

Quilter Investment Platform Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

1.88

Quilter Life & Pensions Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

3.29

3.79

RAC Motoring Services

RAC GROUP (HOLDINGS) LIMITED

yes

2023-01-01 to 2023-06-30

0.82

ReAssure Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

4.69

7.58

6.95

ReAssure Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

1.76

8.87

2.71

3.82

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1.53

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

0.60

Royal & Sun Alliance Insurance Limited

RSA INSURANCE UK

no

2023-01-01 to 2023-06-30

5.40

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

2.47

Saga Services Limited

SAGA PLC

no

2022-08-01 to 2023-01-31

5.47

Sainsbury's Bank Plc

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

4.98

Santander UK Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

2.93

6.65

0.33

0.29

Scottish Equitable Plc

AEGON N.V.

no

2023-01-01 to 2023-06-30

1.35

0.79

3.32

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

3.85

0.00

0.33

3.12

Scottish Widows Administration Services Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

0.70

0.00

0.00

1.32

SCOTTISH WIDOWS LIMITED

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

2.80

0.00

2.01

12.28

Scottish Widows Unit Trust Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

0.00

2.16

Secure Trust Bank Plc

SECURE TRUST BANK PLC

no

2023-01-01 to 2023-06-30

7.16

Shawbrook Bank Limited

SHAWBROOK GROUP PLC

no

2023-01-01 to 2023-06-30

2.78

14.47

Simplyhealth Access

SIMPLYHEALTH GROUP LIMITED

no

2023-01-01 to 2023-06-30

1.28

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

2.33

3.21

0.28

Society of Lloyd's

SOCIETY OF LLOYD'S

no

2023-01-01 to 2023-06-30

0.39

St James's Place UK plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

1.05

0.42

0.71

Standard Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

1.11

23.02

0.73

2.21

Standard Life Savings Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.67

Starling Bank Limited

NO GROUP

no

2022-10-01 to 2023-03-31

2.97

Starr International (Europe) Limited

STARR INTERNATIONAL COMPANY, INC.

no

2023-01-01 to 2023-06-30

4.47

Sun Life Assurance Company of Canada (U.K.) Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

2.63

9.75

15.66

Target Servicing Limited

NO GROUP

no

2022-10-01 to 2023-03-31

3.13

Telefonica Seguros y Reaseguros Compania Aseguradora S.A.U.

NO GROUP

no

2023-01-01 to 2023-06-30

4.48

Tesco Personal Finance PLC

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

4.08

1.94

Tesco Underwriting Limited

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

2.28

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

4.42

11.32

98.04

The Mortgage Business Plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

0.00

35.98

0.00

0.00

The Mortgage Works (UK) Plc

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-03-31

5.49

The National Farmers' Union Mutual Insurance Society Limited

NFU MUTUAL INSURANCE SOCIETY LIMITED

yes

2023-01-01 to 2023-06-30

1.25

3.43

1.36

The Prudential Assurance Company Limited

M&G PLC

yes

2023-01-01 to 2023-06-30

2.78

2.69

0.21

4.46

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

2.33

2.66

7.06

0.02

0.51

The Royal London Mutual Insurance Society Limited

THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LTD

no

2023-01-01 to 2023-06-30

1.70

0.64

0.43

Topaz Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

25.76

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

5.47

3.04

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

3.38

9.28

U K Insurance Limited

DIRECT LINE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

4.50

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

8.51

Vanguard Asset Management, Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3.66

1.30

Vanquis Bank Limited

PROVIDENT FINANCIAL PLC

no

2023-01-01 to 2023-06-30

7.90

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1.16

Wescot Credit Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3.39

Yorkshire Building Society

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

0.71

8.53

0.30

Zopa Bank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3.51

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

3.52

0.96

5.10

Zurich Insurance Company Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

1.88

Context (Intermediation)

Please note:

For some firms, the context data for the insurance and protection product group is particularly high. This is because these firms are not able to calculate the total number of past PPI policies sold. Consequently, some of the context figures in the firm-specific tables are based on the number of policies sold in a shorter period, or policies currently in force, rather than the total. This leads to higher overall contextualisation figures.

Firm Name

Firm Group

Joint Report

Reporting period

Decumulation & pensions (per 1,000 policies sold)

Home finance (per 1,000 sales)

Insurance & pure protection (per 1,000 policies sold)

Investments (per 1,000 sales or transactions)

Action 365 Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

21.71

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

3.93

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

6.81

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

3.00

0.01

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

367.87

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

0.53

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

2.00

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

1.83

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

10.51

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

6.10

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

10.33

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

1.45

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

0.40

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

19.87

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

4.49

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

2.00

1,125.76

0.00

0.00

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

6.63

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

12.52

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1.67

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

3.91

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

10.10

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

0.00

0.00

0.00

0.00

Co-op Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

4.33

Connells Limited

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

11.73

3.33

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

13.83

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

3.86

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

1.08

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.68

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

0.00

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

0.56

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

0.99

DAVIES MGA SERVICES LIMITED

NO GROUP

no

2023-01-01 to 2023-06-30

7.28

Devitt Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

6.28

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

1.67

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

5.55

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.13

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3.99

Hastings Insurance Services Limited

HASTINGS GROUP

no

2023-01-01 to 2023-06-30

11.92

Homeserve Membership Limited

HOMESERVE PLC

no

2022-10-01 to 2023-03-31

2.31

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

0.26

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

0.00

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

6.06

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

11.03

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

3.86

0.00

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

101.43

8.51

London and Country Mortgages Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

21.39

2.75

M & G Securities Limited

M&G PLC

no

2023-01-01 to 2023-06-30

2.05

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

146.01

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

117.88

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

0.81

0.00

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

12.33

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

0.00

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1.87

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

269.83

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

0.06

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

1.28

Prestige Underwriting Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

7.49

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

15.00

Qmetric Group Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1.30

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.88

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

0.00

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

0.00

0.00

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

26.38

40.27

Somerset Bridge Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.81

St. James's Place Wealth Management Plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

21.42

1.03

2.54

26.18

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

56.18

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

0.00

0.00

1.26

0.00

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

41.25

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

0.70

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

15.42

Vitality Corporate Services Limited

DISCOVERY LIMITED

yes

2023-01-01 to 2023-06-30

3.59

6.48

4.71

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

4.72

Xbridge Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1.79

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

5,309.32

12.07

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards

Decumulation & pensions

Home finance

Insurance & pure protection

Investments

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

19

941

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3,602

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

2,629

Acorn Insurance & Financial Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

498

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

6,781

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

1,033

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

925

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

1,021

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,504

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

5,818

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

1,312

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

842

36

2

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

737

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

2,362

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

106

502

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

866

664

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

3,705

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

6,412

27

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

11,882

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

2,066

Animal Friends Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3,141

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

849

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

6,663

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

2,367

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

1,921

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

1

12,661

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

1,040

389

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

13,663

Avantia Insurance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

476

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,349

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

45,782

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

0

15,683

750

4,204

3,053

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

2,766

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

770

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

2,747

AXA Insurance UK Plc

AXA GROUP

no

2023-01-01 to 2023-06-30

26,482

AXA PPP Healthcare Limited

AXA GROUP

no

2023-01-01 to 2023-06-30

43,271

Bank of Ireland (UK) Plc

BANK OF IRELAND GROUP

yes

2023-01-01 to 2023-06-30

3,879

1,022

19

Bank of Scotland plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

72,605

13

13,892

402

126

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

559

Barclays Bank Plc

BARCLAYS PLC

no

2023-01-01 to 2023-06-30

8,679

35

6

1

957

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

104,226

46

9,972

784

908

BISL Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

11,154

Black Horse Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

14

40

Bradford & Bingley Limited

NO GROUP

yes

2022-10-01 to 2023-03-31

0

5

771

8

19

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

972

British Gas Services Limited

CENTRICA PLC

yes

2023-01-01 to 2023-06-30

76,364

Bspoke Underwriting Ltd

NO GROUP

no

2022-09-30 to 2023-03-30

594

Building Block Insurance PCC Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

518

BUPA Insurance Services Limited

BUPA GROUP

yes

2023-01-01 to 2023-06-30

17,423

Cabot Credit Management Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

4,714

34

Call Assist Ltd

CALL ASSIST LIMITED

no

2022-11-01 to 2023-04-30

1,080

Canada Life Limited

NO GROUP

yes

2023-01-01 to 2023-06-30

609

155

42

Capital One (Europe) plc

CAPITAL ONE FINANCIAL CORPORATION

no

2023-01-01 to 2023-06-30

20,063

162

Car Care Plan Ltd

AMTRUST FINANCIAL SERVICES INC

yes

2023-01-01 to 2023-06-30

928

Carfinance247 Limited

NO GROUP

no

2023-01-01 to 2023-06-30

63

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

4,976

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

581

Cater Allen Limited

NO GROUP

no

2023-01-01 to 2023-06-30

676

Charter Court Financial Services Limited

CHARTER COURT FINANCIAL SERVICES GROUP PLC

no

2023-01-01 to 2023-06-30

710

1,167

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

513

Chetwood Financial Limited

NO GROUP

no

2022-10-01 to 2023-03-31

261

Chubb European Group SE

CHUBB LIMITED

no

2023-01-01 to 2023-06-30

3,700

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

7,571

60

ClearBank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,527

Close Brothers Limited

CLOSE BROTHERS GROUP PLC

no

2022-08-01 to 2023-01-31

355

6

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

32,150

3

2,144

18

151

Co-op Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

620

Cofunds Limited

AEGON N.V.

no

2023-01-01 to 2023-06-30

60

912

Columbia Threadneedle Management Limited

NO GROUP

no

2023-01-01 to 2023-06-30

720

Connells Limited

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

442

82

1

Convera UK Financial Limited

NO GROUP

no

2023-01-01 to 2023-06-30

584

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

1,700

Coutts & Company

NATWEST GROUP

no

2023-01-01 to 2023-06-30

1,552

5

129

10

90

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

3,533

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

3,905

796

4

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

881

Creation Consumer Finance Ltd

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

3,275

20

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

1,309

374

Cumberland Building Society

NO GROUP

no

2022-10-01 to 2023-03-31

472

56

1

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

536

Cynergy Bank Limited

CYNERGY CAPITAL LTD

no

2023-01-01 to 2023-06-30

893

6

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

1,956

DAVIES MGA SERVICES LIMITED

NO GROUP

no

2023-01-01 to 2023-06-30

744

Devitt Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

601

Domestic & General Insurance Plc

CVC CAPITAL PARTNERS ADVISORY GROUP HOLDING FOUNDATION

no

2022-10-01 to 2023-03-31

44,532

Elavon Financial Services Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

2,261

Elderbridge Limited

TECH MAHINDRA LIMITED

no

2022-10-01 to 2023-03-31

1,159

4

Equiniti Financial Services Limited

EQUINITI GROUP PLC

no

2023-01-01 to 2023-06-30

17

3,433

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

3,875

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

13,385

EUI Limited

ADMIRAL GROUP PLC

yes

2023-01-01 to 2023-06-30

54,918

Europa Group Limited

BLUE BOAR HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

778

Exeter Friendly Society Limited

EXETER FRIENDLY SOCIETY LIMITED

no

2023-01-01 to 2023-06-30

603

Experian Limited

EXPERIAN PLC

no

2022-10-01 to 2023-03-31

0

7

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

941

Fairmead Insurance Limited

ALLIANZ SE

no

2022-10-01 to 2023-03-31

905

Family Assurance Friendly Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

5

383

184

Family Equity Plan Limited

FAMILY ASSURANCE FRIENDLY SOCIETY LTD

no

2023-01-01 to 2023-06-30

229

865

FCE Bank Plc

FORD MOTOR CO

no

2023-01-01 to 2023-06-30

106

FIL Life Insurance Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

974

Financial Administration Services Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

763

3,199

First Central Insurance Management Limited

FIRST CENTRAL GROUP LIMITED

no

2023-01-01 to 2023-06-30

11,089

FirstRand Bank Limited

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

33

Forester Life Limited

FORESTER HOLDINGS (EUROPE) LIMITED

no

2023-01-01 to 2023-06-30

27

53

541

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3,193

Frasers Group Financial Services Limited

NO GROUP

no

2022-11-01 to 2023-04-30

6

Gresham Insurance Company Limited

NO GROUP

no

2023-01-01 to 2023-06-30

826

Halifax Share Dealing Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

19

797

Handelsbanken plc

NO GROUP

no

2023-01-01 to 2023-06-30

409

72

Hargreaves Lansdown Asset Management Limited

HARGREAVES LANSDOWN PLC

no

2023-01-01 to 2023-06-30

1,014

2,802

Hastings Insurance Services Limited

HASTINGS GROUP

no

2023-01-01 to 2023-06-30

23,527

HBOS Investment Fund Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

0

829

Helvetia Global Solutions Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

1,121

Highway Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

925

Hiscox Insurance Company Limited

HISCOX LTD.

yes

2023-01-01 to 2023-06-30

880

Home Retail Group Card Services Limited

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

4,147

Homeserve Membership Limited

HOMESERVE PLC

no

2022-10-01 to 2023-03-31

2,344

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

2,054

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

101,716

48

6,015

657

1,358

Hyundai Capital UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

1,271

Ikano Bank AB (publ)

NO GROUP

no

2023-01-01 to 2023-06-30

1,856

0

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

4,253

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

0

0

755

0

Inter Partner Assistance SA

AXA GROUP

no

2023-01-01 to 2023-06-30

8,811

Interactive Investor Services Limited

INTERACTIVE INVESTOR SERVICES LIMITED

no

2023-01-01 to 2023-06-30

95

1,990

Investec Bank PLC

INVESTEC PLC

no

2022-10-01 to 2023-03-31

1,208

3

58

Investment Funds Direct Limited

M&G PLC

no

2023-01-01 to 2023-06-30

294

379

J D Williams & Company Limited

J D WILLIAMS & COMPANY LIMITED

no

2022-09-01 to 2023-02-28

40

J.P. Morgan Europe Limited

JPMORGAN CHASE & CO

no

2023-01-01 to 2023-06-30

7,872

Kensington Mortgage Company Limited

NO GROUP

no

2022-10-01 to 2023-03-31

989

Kroo Bank Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

741

Landmark Mortgages Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,331

LeasePlan UK Limited

LP GROUP B.V.

no

2023-01-01 to 2023-06-30

4

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

1,457

1,340

4

1

Legal & General (Portfolio Management Services) Ltd

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

522

4

Legal and General Assurance Society Limited

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

1,007

2,942

Liverpool Victoria Financial Services Limited

LIVERPOOL VICTORIA FINANCIAL SERVICES LIMITED

no

2023-01-01 to 2023-06-30

903

1,551

473

Liverpool Victoria Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

12,868

Lloyds Bank General Insurance Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

6,290

0

Lloyds Bank PLC

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

76,364

66

3,132

594

87

London and Country Mortgages Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

543

31

M & G Securities Limited

M&G PLC

no

2023-01-01 to 2023-06-30

1,200

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

7,281

Markerstudy Insurance Services Limited

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

739

Marks & Spencer Financial Services Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

11,338

0

0

164

0

Marshmallow Financial Services Ltd

NO GROUP

yes

2023-01-01 to 2023-06-30

1,548

MBNA Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

10,754

0

0

373

0

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

8,154

178

Monzo Bank Ltd

MONZO BANK LIMITED

no

2022-09-01 to 2023-02-28

24,390

Moorcroft Debt Recovery Limited

NO GROUP

no

2022-08-01 to 2023-01-31

530

MotoNovo Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

36

Munich Re Digital Partners Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

971

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

63,588

30

4,633

140

143

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

47,208

4

4,916

542

239

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

516

1

107

0

2

Northern Bank Limited

DANSKE BANK A/S

no

2023-01-01 to 2023-06-30

1,598

111

1

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3,448

OneSavings Bank Plc

ONESAVINGS BANK PLC

no

2023-01-01 to 2023-06-30

1,377

1,275

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

871

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

858

311

3

People's Administration Services Limited

NO GROUP

no

2022-10-01 to 2023-03-31

5,244

Pepper (UK) Limited

PEPPER FINANCIAL SERVICES GROUP

no

2023-01-01 to 2023-06-30

949

Phoenix Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

1,987

2

260

121

Phoenix Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

3,461

5

2,469

581

Pinnacle Insurance Plc

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

5,031

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

557

Prestige Underwriting Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

549

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

634

370

6

QBE UK Limited

QBE INSURANCE GROUP

no

2023-01-01 to 2023-06-30

907

Qmetric Group Limited

NO GROUP

no

2022-10-01 to 2023-03-31

2,658

Quilter Investment Platform Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

664

Quilter Life & Pensions Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

740

145

RAC Motoring Services

RAC GROUP (HOLDINGS) LIMITED

yes

2023-01-01 to 2023-06-30

8,479

RBS Collective Investment Funds Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,971

ReAssure Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

267

385

223

ReAssure Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

3,339

4

688

727

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

915

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

741

Royal & Sun Alliance Insurance Limited

RSA INSURANCE UK

no

2023-01-01 to 2023-06-30

26,996

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

676

Saga Services Limited

SAGA PLC

no

2022-08-01 to 2023-01-31

9,237

Sainsbury's Bank Plc

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

8,254

116

627

Santander Consumer (UK) Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

2

Santander UK Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

72,157

23

7,672

135

67

Scottish Equitable Plc

AEGON N.V.

no

2023-01-01 to 2023-06-30

4,158

333

60

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

399

0

390

609

Scottish Widows Administration Services Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

545

0

0

1

SCOTTISH WIDOWS LIMITED

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

13,024

0

2,187

2,909

Scottish Widows Unit Trust Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

0

788

Secure Trust Bank Plc

SECURE TRUST BANK PLC

no

2023-01-01 to 2023-06-30

542

Shawbrook Bank Limited

SHAWBROOK GROUP PLC

no

2023-01-01 to 2023-06-30

998

535

Shop Direct Finance Company Limited

THE VERY GROUP

no

2023-01-01 to 2023-06-30

313

Simplyhealth Access

SIMPLYHEALTH GROUP LIMITED

no

2023-01-01 to 2023-06-30

3,121

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

2,925

32

613

4

221

Society of Lloyd's

SOCIETY OF LLOYD'S

no

2023-01-01 to 2023-06-30

5,599

Somerset Bridge Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

653

St James's Place UK plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

0

653

0

5

181

St. James's Place Wealth Management Plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

0

2,142

14

43

1,994

Standard Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

4,548

9

44

208

Standard Life Savings Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,061

Starling Bank Limited

NO GROUP

no

2022-10-01 to 2023-03-31

10,215

Starr International (Europe) Limited

STARR INTERNATIONAL COMPANY, INC.

no

2023-01-01 to 2023-06-30

1,456

Sun Life Assurance Company of Canada (U.K.) Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

993

769

177

Target Servicing Limited

NO GROUP

no

2022-10-01 to 2023-03-31

807

Telefonica Seguros y Reaseguros Compania Aseguradora S.A.U.

NO GROUP

no

2023-01-01 to 2023-06-30

4,195

Telefonica UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

33

Tesco Personal Finance PLC

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

14,795

2,336

Tesco Underwriting Limited

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

2,970

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

15,227

1

1,880

50

0

The Mortgage Business Plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

699

0

0

The Mortgage Works (UK) Plc

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-03-31

1,617

The National Farmers' Union Mutual Insurance Society Limited

NFU MUTUAL INSURANCE SOCIETY LIMITED

yes

2023-01-01 to 2023-06-30

140

6,389

96

The Prudential Assurance Company Limited

M&G PLC

yes

2023-01-01 to 2023-06-30

7,076

22

359

3,098

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

15,292

11

1,195

54

31

The Royal London Mutual Insurance Society Limited

THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LTD

no

2023-01-01 to 2023-06-30

5,970

2,348

355

Topaz Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,740

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

557

50

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

29,585

2,403

42

U K Insurance Limited

DIRECT LINE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

53,489

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

706

Vanguard Asset Management, Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

335

741

Vanquis Bank Limited

PROVIDENT FINANCIAL PLC

no

2023-01-01 to 2023-06-30

13,471

Vitality Corporate Services Limited

DISCOVERY LIMITED

yes

2023-01-01 to 2023-06-30

10

11,056

12

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

467

Wescot Credit Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,778

Xbridge Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,023

Yorkshire Building Society

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

2,300

706

16

1

Zopa Bank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,068

0

0

0

0

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

1,253

5

2,746

448

Zurich Insurance Company Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

4,129

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards

Decumulation & pensions

Home finance

Insurance & pure protection

Investments

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

18

837

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

3,560

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

2,449

Acorn Insurance & Financial Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

451

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

7,177

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

1,045

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1,183

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

1,003

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,490

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

5,883

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

1,256

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

873

41

3

0

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

696

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

2,639

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

37

604

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

937

589

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

3,833

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

9,162

27

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

11,403

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

1,835

Animal Friends Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

2,962

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

797

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

6,585

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

2,530

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

1,990

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

12,670

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

1,004

368

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

14,829

Avantia Insurance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

453

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,327

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

46,096

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

0

14,121

742

3,802

2,646

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

2,735

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

768

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

2,706

AXA Insurance UK Plc

AXA GROUP

no

2023-01-01 to 2023-06-30

26,573

AXA PPP Healthcare Limited

AXA GROUP

no

2023-01-01 to 2023-06-30

43,408

Bank of Ireland (UK) Plc

BANK OF IRELAND GROUP

yes

2023-01-01 to 2023-06-30

3,757

797

20

Bank of Scotland plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

71,530

11

13,849

401

127

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

558

Barclays Bank Plc

BARCLAYS PLC

no

2023-01-01 to 2023-06-30

8,298

26

4

1

646

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

102,566

54

10,286

793

1,204

BISL Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

11,068

Black Horse Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

14

41

Bradford & Bingley Limited

NO GROUP

yes

2022-10-01 to 2023-03-31

0

7

702

7

32

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

967

British Gas Services Limited

CENTRICA PLC

yes

2023-01-01 to 2023-06-30

85,376

Bspoke Underwriting Ltd

NO GROUP

no

2022-09-30 to 2023-03-30

582

Building Block Insurance PCC Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

507

BUPA Insurance Services Limited

BUPA GROUP

yes

2023-01-01 to 2023-06-30

16,093

Cabot Credit Management Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

4,473

32

Call Assist Ltd

CALL ASSIST LIMITED

no

2022-11-01 to 2023-04-30

1,146

Canada Life Limited

NO GROUP

yes

2023-01-01 to 2023-06-30

496

148

36

Capital One (Europe) plc

CAPITAL ONE FINANCIAL CORPORATION

no

2023-01-01 to 2023-06-30

17,791

161

Car Care Plan Ltd

AMTRUST FINANCIAL SERVICES INC

yes

2023-01-01 to 2023-06-30

1,000

Carfinance247 Limited

NO GROUP

no

2023-01-01 to 2023-06-30

55

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

4,730

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

320

Cater Allen Limited

NO GROUP

no

2023-01-01 to 2023-06-30

546

1

Charter Court Financial Services Limited

CHARTER COURT FINANCIAL SERVICES GROUP PLC

no

2023-01-01 to 2023-06-30

719

1,120

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

496

Chetwood Financial Limited

NO GROUP

no

2022-10-01 to 2023-03-31

261

Chubb European Group SE

CHUBB LIMITED

no

2023-01-01 to 2023-06-30

3,993

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

7,607

63

ClearBank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,275

Close Brothers Limited

CLOSE BROTHERS GROUP PLC

no

2022-08-01 to 2023-01-31

354

8

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

43,800

6

2,919

26

154

Co-op Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

650

Cofunds Limited

AEGON N.V.

no

2023-01-01 to 2023-06-30

55

1,054

Columbia Threadneedle Management Limited

NO GROUP

no

2023-01-01 to 2023-06-30

651

Connells Limited

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

577

94

1

Convera UK Financial Limited

NO GROUP

no

2023-01-01 to 2023-06-30

584

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

1,989

Coutts & Company

NATWEST GROUP

no

2023-01-01 to 2023-06-30

1,626

10

130

11

106

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

3,537

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

3,980

809

4

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

715

Creation Consumer Finance Ltd

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

2,687

14

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

1,264

305

Cumberland Building Society

NO GROUP

no

2022-10-01 to 2023-03-31

441

59

1

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

523

Cynergy Bank Limited

CYNERGY CAPITAL LTD

no

2023-01-01 to 2023-06-30

654

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

2,131

DAVIES MGA SERVICES LIMITED

NO GROUP

no

2023-01-01 to 2023-06-30

719

Devitt Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

598

Domestic & General Insurance Plc

CVC CAPITAL PARTNERS ADVISORY GROUP HOLDING FOUNDATION

no

2022-10-01 to 2023-03-31

45,204

Elavon Financial Services Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

2,261

Elderbridge Limited

TECH MAHINDRA LIMITED

no

2022-10-01 to 2023-03-31

1,117

3

Equiniti Financial Services Limited

EQUINITI GROUP PLC

no

2023-01-01 to 2023-06-30

18

3,504

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

4,214

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

12,353

EUI Limited

ADMIRAL GROUP PLC

yes

2023-01-01 to 2023-06-30

59,432

Europa Group Limited

BLUE BOAR HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

760

Exeter Friendly Society Limited

EXETER FRIENDLY SOCIETY LIMITED

no

2023-01-01 to 2023-06-30

589

Experian Limited

EXPERIAN PLC

no

2022-10-01 to 2023-03-31

0

7

0

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

926

Fairmead Insurance Limited

ALLIANZ SE

no

2022-10-01 to 2023-03-31

968

Family Assurance Friendly Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

5

386

179

Family Equity Plan Limited

FAMILY ASSURANCE FRIENDLY SOCIETY LTD

no

2023-01-01 to 2023-06-30

230

861

FCE Bank Plc

FORD MOTOR CO

no

2023-01-01 to 2023-06-30

115

FIL Life Insurance Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

1,007

Financial Administration Services Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

745

3,061

First Central Insurance Management Limited

FIRST CENTRAL GROUP LIMITED

no

2023-01-01 to 2023-06-30

11,347

FirstRand Bank Limited

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

32

Forester Life Limited

FORESTER HOLDINGS (EUROPE) LIMITED

no

2023-01-01 to 2023-06-30

44

51

536

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

2,843

Frasers Group Financial Services Limited

NO GROUP

no

2022-11-01 to 2023-04-30

7

7

Gresham Insurance Company Limited

NO GROUP

no

2023-01-01 to 2023-06-30

792

Halifax Share Dealing Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

18

781

Handelsbanken plc

NO GROUP

no

2023-01-01 to 2023-06-30

399

74

Hargreaves Lansdown Asset Management Limited

HARGREAVES LANSDOWN PLC

no

2023-01-01 to 2023-06-30

868

2,250

Hastings Insurance Services Limited

HASTINGS GROUP

no

2023-01-01 to 2023-06-30

23,037

HBOS Investment Fund Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

0

853

Helvetia Global Solutions Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

1,054

Highway Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

874

Hiscox Insurance Company Limited

HISCOX LTD.

yes

2023-01-01 to 2023-06-30

851

Home Retail Group Card Services Limited

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

4,126

Homeserve Membership Limited

HOMESERVE PLC

no

2022-10-01 to 2023-03-31

1,943

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

2,030

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

102,817

42

5,987

724

1,400

Hyundai Capital UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

1,179

Ikano Bank AB (publ)

NO GROUP

no

2023-01-01 to 2023-06-30

1,966

0

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

4,147

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

0

0

722

0

Inter Partner Assistance SA

AXA GROUP

no

2023-01-01 to 2023-06-30

9,730

Interactive Investor Services Limited

INTERACTIVE INVESTOR SERVICES LIMITED

no

2023-01-01 to 2023-06-30

89

1,898

Investec Bank PLC

INVESTEC PLC

no

2022-10-01 to 2023-03-31

1,199

5

61

Investment Funds Direct Limited

M&G PLC

no

2023-01-01 to 2023-06-30

242

308

J D Williams & Company Limited

J D WILLIAMS & COMPANY LIMITED

no

2022-09-01 to 2023-02-28

40

J.P. Morgan Europe Limited

JPMORGAN CHASE & CO

no

2023-01-01 to 2023-06-30

7,455

Kensington Mortgage Company Limited

NO GROUP

no

2022-10-01 to 2023-03-31

1,025

Kroo Bank Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

634

Landmark Mortgages Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,294

LeasePlan UK Limited

LP GROUP B.V.

no

2023-01-01 to 2023-06-30

4

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

1,489

1,334

5

1

Legal & General (Portfolio Management Services) Ltd

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

482

5

Legal and General Assurance Society Limited

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

846

3,256

Liverpool Victoria Financial Services Limited

LIVERPOOL VICTORIA FINANCIAL SERVICES LIMITED

no

2023-01-01 to 2023-06-30

911

1,563

472

Liverpool Victoria Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

12,777

Lloyds Bank General Insurance Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

6,391

0

Lloyds Bank PLC

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

75,624

67

3,142

620

89

London and Country Mortgages Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

573

35

M & G Securities Limited

M&G PLC

no

2023-01-01 to 2023-06-30

1,166

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

7,254

Markerstudy Insurance Services Limited

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

724

Marks & Spencer Financial Services Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

11,567

0

0

164

0

Marshmallow Financial Services Ltd

NO GROUP

yes

2023-01-01 to 2023-06-30

1,462

MBNA Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

10,840

0

0

373

0

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

8,212

158

Monzo Bank Ltd

MONZO BANK LIMITED

no

2022-09-01 to 2023-02-28

23,286

Moorcroft Debt Recovery Limited

NO GROUP

no

2022-08-01 to 2023-01-31

454

MotoNovo Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

35

Munich Re Digital Partners Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

815

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

64,307

30

4,861

227

181

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

47,962

4

6,907

277

286

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

488

1

110

0

2

Northern Bank Limited

DANSKE BANK A/S

no

2023-01-01 to 2023-06-30

1,611

98

1

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

3,250

OneSavings Bank Plc

ONESAVINGS BANK PLC

no

2023-01-01 to 2023-06-30

1,790

1,670

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

1,154

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

884

295

3

People's Administration Services Limited

NO GROUP

no

2022-10-01 to 2023-03-31

5,329

Pepper (UK) Limited

PEPPER FINANCIAL SERVICES GROUP

no

2023-01-01 to 2023-06-30

927

Phoenix Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

2,556

1

239

130

Phoenix Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

3,757

7

2,495

583

Pinnacle Insurance Plc

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

4,867

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

582

Prestige Underwriting Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

537

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

684

388

4

QBE UK Limited

QBE INSURANCE GROUP

no

2023-01-01 to 2023-06-30

849

Qmetric Group Limited

NO GROUP

no

2022-10-01 to 2023-03-31

2,443

Quilter Investment Platform Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

610

Quilter Life & Pensions Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

689

120

RAC Motoring Services

RAC GROUP (HOLDINGS) LIMITED

yes

2023-01-01 to 2023-06-30

8,677

RBS Collective Investment Funds Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,837

ReAssure Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

252

379

207

ReAssure Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

3,078

4

670

697

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

808

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

721

Royal & Sun Alliance Insurance Limited

RSA INSURANCE UK

no

2023-01-01 to 2023-06-30

27,852

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

671

Saga Services Limited

SAGA PLC

no

2022-08-01 to 2023-01-31

9,025

Sainsbury's Bank Plc

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

8,275

117

626

Santander Consumer (UK) Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

2

Santander UK Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

72,431

32

7,420

152

72

Scottish Equitable Plc

AEGON N.V.

no

2023-01-01 to 2023-06-30

4,462

351

59

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0

419

0

383

591

Scottish Widows Administration Services Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

529

0

0

1

SCOTTISH WIDOWS LIMITED

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

13,020

0

2,203

2,957

Scottish Widows Unit Trust Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

0

0

798

Secure Trust Bank Plc

SECURE TRUST BANK PLC

no

2023-01-01 to 2023-06-30

559

1

Shawbrook Bank Limited

SHAWBROOK GROUP PLC

no

2023-01-01 to 2023-06-30

1,083

494

Shop Direct Finance Company Limited

THE VERY GROUP

no

2023-01-01 to 2023-06-30

319

Simplyhealth Access

SIMPLYHEALTH GROUP LIMITED

no

2023-01-01 to 2023-06-30

3,544

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

3,090

32

651

3

219

Society of Lloyd's

SOCIETY OF LLOYD'S

no

2023-01-01 to 2023-06-30

5,541

Somerset Bridge Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

653

St James's Place UK plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

0

613

0

2

180

St. James's Place Wealth Management Plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

0

972

9

43

1,186

Standard Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

4,258

10

40

188

Standard Life Savings Limited

NO GROUP

no

2023-01-01 to 2023-06-30

816

Starling Bank Limited

NO GROUP

no

2022-10-01 to 2023-03-31

8,037

Starr International (Europe) Limited

STARR INTERNATIONAL COMPANY, INC.

no

2023-01-01 to 2023-06-30

1,628

Sun Life Assurance Company of Canada (U.K.) Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

1,149

978

227

Target Servicing Limited

NO GROUP

no

2022-10-01 to 2023-03-31

559

Telefonica Seguros y Reaseguros Compania Aseguradora S.A.U.

NO GROUP

no

2023-01-01 to 2023-06-30

4,696

Telefonica UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

27

Tesco Personal Finance PLC

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

14,778

2,239

Tesco Underwriting Limited

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

2,890

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

15,600

0

1,803

49

0

The Mortgage Business Plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

0

0

688

0

0

The Mortgage Works (UK) Plc

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-03-31

2,233

The National Farmers' Union Mutual Insurance Society Limited

NFU MUTUAL INSURANCE SOCIETY LIMITED

yes

2023-01-01 to 2023-06-30

135

6,966

101

The Prudential Assurance Company Limited

M&G PLC

yes

2023-01-01 to 2023-06-30

5,871

22

318

2,617

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

15,575

7

1,460

118

37

The Royal London Mutual Insurance Society Limited

THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LTD

no

2023-01-01 to 2023-06-30

5,980

2,170

362

Topaz Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,695

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

558

43

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

29,579

2,445

39

U K Insurance Limited

DIRECT LINE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

52,003

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

706

Vanguard Asset Management, Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

224

556

Vanquis Bank Limited

PROVIDENT FINANCIAL PLC

no

2023-01-01 to 2023-06-30

10,353

Vitality Corporate Services Limited

DISCOVERY LIMITED

yes

2023-01-01 to 2023-06-30

8

15,931

8

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

487

Wescot Credit Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1,671

Xbridge Limited

NO GROUP

no

2023-01-01 to 2023-06-30

961

Yorkshire Building Society

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

2,325

666

16

1

Zopa Bank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2,017

0

0

0

0

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

1,154

4

2,718

405

Zurich Insurance Company Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

3,542

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards

Decumulation & pensions

Home finance

Insurance & pure protection

Investments

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

61.11%

37.40%

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

34.02%

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

8.13%

Acorn Insurance & Financial Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

23.06%

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

49.60%

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

88.71%

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

30.35%

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

37.39%

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

70.20%

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

21.98%

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

49.28%

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

28.64%

14.63%

0.00%

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

58.48%

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

9.93%

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

37.84%

44.87%

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

48.35%

27.84%

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

43.41%

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

28.45%

29.63%

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

35.66%

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

15.91%

Animal Friends Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

15.40%

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

36.39%

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

72.68%

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

17.08%

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

28.34%

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

60.38%

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

36.65%

21.47%

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

20.77%

Avantia Insurance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

86.53%

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

48.08%

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

28.36%

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

34.93%

38.81%

40.95%

35.07%

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

15.98%

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

13.28%

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

91.39%

AXA Insurance UK Plc

AXA GROUP

no

2023-01-01 to 2023-06-30

34.37%

AXA PPP Healthcare Limited

AXA GROUP

no

2023-01-01 to 2023-06-30

78.91%

Bank of Ireland (UK) Plc

BANK OF IRELAND GROUP

yes

2023-01-01 to 2023-06-30

47.19%

9.66%

Bank of Scotland plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

56.92%

0.00%

43.37%

52.37%

14.96%

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

26.52%

Barclays Bank Plc

BARCLAYS PLC

no

2023-01-01 to 2023-06-30

75.58%

42.31%

25.00%

0.00%

33.75%

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

65.12%

53.70%

46.49%

49.56%

42.77%

BISL Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

51.18%

Black Horse Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

35.71%

31.71%

Bradford & Bingley Limited

NO GROUP

yes

2022-10-01 to 2023-03-31

0.00%

2.56%

14.29%

3.13%

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

63.29%

British Gas Services Limited

CENTRICA PLC

yes

2023-01-01 to 2023-06-30

60.79%

Bspoke Underwriting Ltd

NO GROUP

no

2022-09-30 to 2023-03-30

9.45%

Building Block Insurance PCC Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

23.87%

BUPA Insurance Services Limited

BUPA GROUP

yes

2023-01-01 to 2023-06-30

39.62%

Cabot Credit Management Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

24.01%

6.25%

Call Assist Ltd

CALL ASSIST LIMITED

no

2022-11-01 to 2023-04-30

29.14%

Canada Life Limited

NO GROUP

yes

2023-01-01 to 2023-06-30

10.48%

42.57%

13.89%

Capital One (Europe) plc

CAPITAL ONE FINANCIAL CORPORATION

no

2023-01-01 to 2023-06-30

21.97%

49.07%

Car Care Plan Ltd

AMTRUST FINANCIAL SERVICES INC

yes

2023-01-01 to 2023-06-30

34.10%

Carfinance247 Limited

NO GROUP

no

2023-01-01 to 2023-06-30

9.09%

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

63.36%

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

22.19%

Cater Allen Limited

NO GROUP

no

2023-01-01 to 2023-06-30

27.47%

Charter Court Financial Services Limited

CHARTER COURT FINANCIAL SERVICES GROUP PLC

no

2023-01-01 to 2023-06-30

42.56%

13.30%

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

1.61%

Chetwood Financial Limited

NO GROUP

no

2022-10-01 to 2023-03-31

2.68%

Chubb European Group SE

CHUBB LIMITED

no

2023-01-01 to 2023-06-30

8.64%

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

77.99%

11.11%

ClearBank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

22.42%

Close Brothers Limited

CLOSE BROTHERS GROUP PLC

no

2022-08-01 to 2023-01-31

17.23%

37.50%

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

28.71%

0.00%

8.19%

11.54%

11.04%

Co-op Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

29.54%

Cofunds Limited

AEGON N.V.

no

2023-01-01 to 2023-06-30

0.00%

11.86%

Columbia Threadneedle Management Limited

NO GROUP

no

2023-01-01 to 2023-06-30

35.18%

Connells Limited

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

9.36%

14.89%

0.00%

Convera UK Financial Limited

NO GROUP

no

2023-01-01 to 2023-06-30

1.03%

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

10.91%

Coutts & Company

NATWEST GROUP

no

2023-01-01 to 2023-06-30

21.16%

0.00%

10.00%

18.18%

2.83%

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

21.40%

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

54.57%

44.13%

0.00%

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

16.78%

Creation Consumer Finance Ltd

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

2.72%

0.00%

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

32.83%

0.00%

Cumberland Building Society

NO GROUP

no

2022-10-01 to 2023-03-31

34.92%

35.59%

0.00%

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

24.28%

Cynergy Bank Limited

CYNERGY CAPITAL LTD

no

2023-01-01 to 2023-06-30

29.66%

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

11.22%

DAVIES MGA SERVICES LIMITED

NO GROUP

no

2023-01-01 to 2023-06-30

45.90%

Devitt Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

68.06%

Domestic & General Insurance Plc

CVC CAPITAL PARTNERS ADVISORY GROUP HOLDING FOUNDATION

no

2022-10-01 to 2023-03-31

67.32%

Elavon Financial Services Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

41.88%

Elderbridge Limited

TECH MAHINDRA LIMITED

no

2022-10-01 to 2023-03-31

10.83%

0.00%

Equiniti Financial Services Limited

EQUINITI GROUP PLC

no

2023-01-01 to 2023-06-30

11.11%

56.71%

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

7.66%

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

46.53%

EUI Limited

ADMIRAL GROUP PLC

yes

2023-01-01 to 2023-06-30

49.67%

Europa Group Limited

BLUE BOAR HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

79.61%

Exeter Friendly Society Limited

EXETER FRIENDLY SOCIETY LIMITED

no

2023-01-01 to 2023-06-30

86.93%

Experian Limited

EXPERIAN PLC

no

2022-10-01 to 2023-03-31

14.29%

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

42.12%

Fairmead Insurance Limited

ALLIANZ SE

no

2022-10-01 to 2023-03-31

20.14%

Family Assurance Friendly Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

80.00%

62.95%

41.90%

Family Equity Plan Limited

FAMILY ASSURANCE FRIENDLY SOCIETY LTD

no

2023-01-01 to 2023-06-30

57.83%

56.56%

FCE Bank Plc

FORD MOTOR CO

no

2023-01-01 to 2023-06-30

8.70%

FIL Life Insurance Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

44.69%

Financial Administration Services Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

12.62%

17.87%

First Central Insurance Management Limited

FIRST CENTRAL GROUP LIMITED

no

2023-01-01 to 2023-06-30

52.60%

FirstRand Bank Limited

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

0.00%

Forester Life Limited

FORESTER HOLDINGS (EUROPE) LIMITED

no

2023-01-01 to 2023-06-30

20.45%

31.37%

33.77%

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

18.85%

Frasers Group Financial Services Limited

NO GROUP

no

2022-11-01 to 2023-04-30

42.86%

42.86%

Gresham Insurance Company Limited

NO GROUP

no

2023-01-01 to 2023-06-30

40.91%

Halifax Share Dealing Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

50.00%

55.70%

Handelsbanken plc

NO GROUP

no

2023-01-01 to 2023-06-30

64.66%

28.38%

Hargreaves Lansdown Asset Management Limited

HARGREAVES LANSDOWN PLC

no

2023-01-01 to 2023-06-30

6.45%

7.60%

Hastings Insurance Services Limited

HASTINGS GROUP

no

2023-01-01 to 2023-06-30

36.04%

HBOS Investment Fund Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

21.10%

Helvetia Global Solutions Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

26.94%

Highway Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

27.80%

Hiscox Insurance Company Limited

HISCOX LTD.

yes

2023-01-01 to 2023-06-30

19.39%

Home Retail Group Card Services Limited

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

42.12%

Homeserve Membership Limited

HOMESERVE PLC

no

2022-10-01 to 2023-03-31

28.41%

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

38.52%

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

78.60%

19.05%

41.16%

25.69%

20.43%

Hyundai Capital UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

45.55%

Ikano Bank AB (publ)

NO GROUP

no

2023-01-01 to 2023-06-30

26.55%

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

46.11%

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

9.56%

Inter Partner Assistance SA

AXA GROUP

no

2023-01-01 to 2023-06-30

33.27%

Interactive Investor Services Limited

INTERACTIVE INVESTOR SERVICES LIMITED

no

2023-01-01 to 2023-06-30

10.11%

29.45%

Investec Bank PLC

INVESTEC PLC

no

2022-10-01 to 2023-03-31

62.89%

Investment Funds Direct Limited

M&G PLC

no

2023-01-01 to 2023-06-30

19.01%

19.16%

J D Williams & Company Limited

J D WILLIAMS & COMPANY LIMITED

no

2022-09-01 to 2023-02-28

62.50%

J.P. Morgan Europe Limited

JPMORGAN CHASE & CO

no

2023-01-01 to 2023-06-30

44.36%

Kensington Mortgage Company Limited

NO GROUP

no

2022-10-01 to 2023-03-31

28.68%

Kroo Bank Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

Landmark Mortgages Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.39%

LeasePlan UK Limited

LP GROUP B.V.

no

2023-01-01 to 2023-06-30

0.00%

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

56.48%

54.57%

20.00%

Legal & General (Portfolio Management Services) Ltd

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

50.83%

Legal and General Assurance Society Limited

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

22.34%

40.69%

Liverpool Victoria Financial Services Limited

LIVERPOOL VICTORIA FINANCIAL SERVICES LIMITED

no

2023-01-01 to 2023-06-30

39.85%

70.38%

68.64%

Liverpool Victoria Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

31.67%

Lloyds Bank General Insurance Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

13.86%

Lloyds Bank PLC

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

55.05%

11.94%

42.52%

22.58%

19.10%

London and Country Mortgages Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

9.42%

17.14%

M & G Securities Limited

M&G PLC

no

2023-01-01 to 2023-06-30

33.36%

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

17.62%

Markerstudy Insurance Services Limited

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

63.54%

Marks & Spencer Financial Services Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

70.38%

73.78%

Marshmallow Financial Services Ltd

NO GROUP

yes

2023-01-01 to 2023-06-30

0.82%

MBNA Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

52.98%

45.04%

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

35.29%

42.41%

Monzo Bank Ltd

MONZO BANK LIMITED

no

2022-09-01 to 2023-02-28

5.00%

Moorcroft Debt Recovery Limited

NO GROUP

no

2022-08-01 to 2023-01-31

28.85%

MotoNovo Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

2.86%

Munich Re Digital Partners Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

57.06%

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

34.01%

0.00%

28.14%

3.08%

3.31%

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

35.20%

0.00%

11.67%

12.27%

3.85%

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

64.55%

0.00%

76.36%

50.00%

Northern Bank Limited

DANSKE BANK A/S

no

2023-01-01 to 2023-06-30

46.87%

16.33%

0.00%

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

69.51%

OneSavings Bank Plc

ONESAVINGS BANK PLC

no

2023-01-01 to 2023-06-30

36.42%

21.80%

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

15.16%

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

23.08%

36.95%

33.33%

People's Administration Services Limited

NO GROUP

no

2022-10-01 to 2023-03-31

36.12%

Pepper (UK) Limited

PEPPER FINANCIAL SERVICES GROUP

no

2023-01-01 to 2023-06-30

20.71%

Phoenix Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

36.07%

24.27%

26.92%

Phoenix Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

31.38%

0.00%

42.28%

34.65%

Pinnacle Insurance Plc

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

49.31%

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

39.52%

Prestige Underwriting Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

5.77%

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

54.68%

48.71%

25.00%

QBE UK Limited

QBE INSURANCE GROUP

no

2023-01-01 to 2023-06-30

23.79%

Qmetric Group Limited

NO GROUP

no

2022-10-01 to 2023-03-31

24.76%

Quilter Investment Platform Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

0.49%

Quilter Life & Pensions Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

2.47%

1.67%

RAC Motoring Services

RAC GROUP (HOLDINGS) LIMITED

yes

2023-01-01 to 2023-06-30

14.66%

RBS Collective Investment Funds Limited

NO GROUP

no

2023-01-01 to 2023-06-30

27.49%

ReAssure Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

29.37%

36.41%

50.24%

ReAssure Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

32.85%

27.01%

46.05%

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

9.53%

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

6.93%

Royal & Sun Alliance Insurance Limited

RSA INSURANCE UK

no

2023-01-01 to 2023-06-30

52.37%

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

57.68%

Saga Services Limited

SAGA PLC

no

2022-08-01 to 2023-01-31

73.13%

Sainsbury's Bank Plc

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

50.22%

1.71%

5.91%

Santander Consumer (UK) Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

50.00%

Santander UK Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

62.36%

3.13%

63.77%

7.24%

2.78%

Scottish Equitable Plc

AEGON N.V.

no

2023-01-01 to 2023-06-30

24.65%

26.21%

37.29%

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

6.68%

13.32%

12.52%

Scottish Widows Administration Services Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

2.27%

0.00%

SCOTTISH WIDOWS LIMITED

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

7.49%

13.48%

8.05%

Scottish Widows Unit Trust Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

24.31%

Secure Trust Bank Plc

SECURE TRUST BANK PLC

no

2023-01-01 to 2023-06-30

19.14%

Shawbrook Bank Limited

SHAWBROOK GROUP PLC

no

2023-01-01 to 2023-06-30

42.29%

10.53%

Shop Direct Finance Company Limited

THE VERY GROUP

no

2023-01-01 to 2023-06-30

0.31%

Simplyhealth Access

SIMPLYHEALTH GROUP LIMITED

no

2023-01-01 to 2023-06-30

28.27%

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

46.44%

28.88%

15.53%

Society of Lloyd's

SOCIETY OF LLOYD'S

no

2023-01-01 to 2023-06-30

24.29%

Somerset Bridge Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

54.36%

St James's Place UK plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

2.77%

0.00%

6.11%

St. James's Place Wealth Management Plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

0.21%

0.00%

0.00%

0.17%

Standard Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

35.67%

45.00%

49.47%

Standard Life Savings Limited

NO GROUP

no

2023-01-01 to 2023-06-30

15.56%

Starling Bank Limited

NO GROUP

no

2022-10-01 to 2023-03-31

15.84%

Starr International (Europe) Limited

STARR INTERNATIONAL COMPANY, INC.

no

2023-01-01 to 2023-06-30

2.83%

Sun Life Assurance Company of Canada (U.K.) Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

4.61%

7.36%

6.61%

Target Servicing Limited

NO GROUP

no

2022-10-01 to 2023-03-31

12.16%

Telefonica Seguros y Reaseguros Compania Aseguradora S.A.U.

NO GROUP

no

2023-01-01 to 2023-06-30

29.32%

Telefonica UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.00%

Tesco Personal Finance PLC

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

43.44%

60.52%

Tesco Underwriting Limited

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

25.12%

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

83.03%

14.14%

6.12%

The Mortgage Business Plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

44.91%

The Mortgage Works (UK) Plc

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-03-31

2.33%

The National Farmers' Union Mutual Insurance Society Limited

NFU MUTUAL INSURANCE SOCIETY LIMITED

yes

2023-01-01 to 2023-06-30

0.00%

26.44%

1.98%

The Prudential Assurance Company Limited

M&G PLC

yes

2023-01-01 to 2023-06-30

7.27%

0.00%

5.66%

7.87%

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

32.17%

0.00%

20.27%

2.54%

0.00%

The Royal London Mutual Insurance Society Limited

THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LTD

no

2023-01-01 to 2023-06-30

22.93%

27.14%

26.80%

Topaz Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

0.78%

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

42.47%

34.88%

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

71.68%

59.47%

58.97%

U K Insurance Limited

DIRECT LINE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

50.43%

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

40.08%

Vanguard Asset Management, Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

17.86%

36.69%

Vanquis Bank Limited

PROVIDENT FINANCIAL PLC

no

2023-01-01 to 2023-06-30

27.29%

Vitality Corporate Services Limited

DISCOVERY LIMITED

yes

2023-01-01 to 2023-06-30

0.00%

15.79%

0.00%

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

60.37%

Wescot Credit Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

48.06%

Xbridge Limited

NO GROUP

no

2023-01-01 to 2023-06-30

13.32%

Yorkshire Building Society

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

47.53%

39.19%

43.75%

Zopa Bank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

9.82%

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

30.24%

24.54%

31.60%

Zurich Insurance Company Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

14.23%

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards

Decumulation & pensions

Home finance

Insurance & pure protection

Investments

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

33.33%

58.78%

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

58.34%

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

87.10%

Acorn Insurance & Financial Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

74.50%

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

37.55%

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

11.29%

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

69.48%

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

42.97%

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

28.99%

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

66.34%

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

49.92%

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

70.90%

85.37%

100.00%

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

39.22%

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

83.97%

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

62.16%

54.30%

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

50.48%

70.12%

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

52.54%

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

66.82%

59.26%

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

64.00%

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

62.13%

Animal Friends Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

84.54%

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

61.98%

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

26.50%

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

59.53%

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

71.51%

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

38.74%

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

53.49%

65.22%

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

79.12%

Avantia Insurance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

13.47%

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

49.59%

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

65.28%

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

48.87%

48.65%

54.42%

52.99%

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

78.65%

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

69.01%

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

7.65%

AXA Insurance UK Plc

AXA GROUP

no

2023-01-01 to 2023-06-30

48.68%

AXA PPP Healthcare Limited

AXA GROUP

no

2023-01-01 to 2023-06-30

18.68%

Bank of Ireland (UK) Plc

BANK OF IRELAND GROUP

yes

2023-01-01 to 2023-06-30

47.51%

46.55%

100.00%

Bank of Scotland plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

41.01%

81.82%

52.95%

40.65%

73.23%

Barbon Insurance Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

71.68%

Barclays Bank Plc

BARCLAYS PLC

no

2023-01-01 to 2023-06-30

20.14%

23.08%

50.00%

100.00%

30.96%

Barclays Bank UK PLC

BARCLAYS PLC

yes

2023-01-01 to 2023-06-30

30.94%

24.07%

38.29%

36.70%

29.98%

BISL Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

47.94%

Black Horse Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

64.29%

56.10%

Bradford & Bingley Limited

NO GROUP

yes

2022-10-01 to 2023-03-31

14.29%

88.18%

85.71%

50.00%

Brightside Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

36.71%

British Gas Services Limited

CENTRICA PLC

yes

2023-01-01 to 2023-06-30

23.59%

Bspoke Underwriting Ltd

NO GROUP

no

2022-09-30 to 2023-03-30

87.29%

Building Block Insurance PCC Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

75.15%

BUPA Insurance Services Limited

BUPA GROUP

yes

2023-01-01 to 2023-06-30

55.11%

Cabot Credit Management Group Limited

NO GROUP

no

2023-01-01 to 2023-06-30

73.51%

75.00%

Call Assist Ltd

CALL ASSIST LIMITED

no

2022-11-01 to 2023-04-30

69.98%

Canada Life Limited

NO GROUP

yes

2023-01-01 to 2023-06-30

55.04%

51.35%

80.56%

Capital One (Europe) plc

CAPITAL ONE FINANCIAL CORPORATION

no

2023-01-01 to 2023-06-30

73.13%

47.83%

Car Care Plan Ltd

AMTRUST FINANCIAL SERVICES INC

yes

2023-01-01 to 2023-06-30

65.90%

Carfinance247 Limited

NO GROUP

no

2023-01-01 to 2023-06-30

87.27%

Carole Nash Insurance Consultants Ltd

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

35.94%

Castelan Limited

NO GROUP

no

2022-10-01 to 2023-03-31

76.25%

Cater Allen Limited

NO GROUP

no

2023-01-01 to 2023-06-30

62.82%

100.00%

Charter Court Financial Services Limited

CHARTER COURT FINANCIAL SERVICES GROUP PLC

no

2023-01-01 to 2023-06-30

57.44%

86.07%

Chaucer Insurance Company Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

80.65%

Chetwood Financial Limited

NO GROUP

no

2022-10-01 to 2023-03-31

97.32%

Chubb European Group SE

CHUBB LIMITED

no

2023-01-01 to 2023-06-30

90.46%

Citibank UK Limited

CITI GROUP

no

2023-01-01 to 2023-06-30

21.97%

87.30%

ClearBank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

76.88%

Close Brothers Limited

CLOSE BROTHERS GROUP PLC

no

2022-08-01 to 2023-01-31

82.77%

62.50%

Clydesdale Bank Plc

VIRGIN MONEY UK PLC

yes

2022-10-01 to 2023-03-31

24.89%

0.00%

21.51%

15.38%

55.19%

Co-op Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

70.31%

Cofunds Limited

AEGON N.V.

no

2023-01-01 to 2023-06-30

16.36%

24.19%

Columbia Threadneedle Management Limited

NO GROUP

no

2023-01-01 to 2023-06-30

62.83%

Connells Limited

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

78.51%

78.72%

100.00%

Convera UK Financial Limited

NO GROUP

no

2023-01-01 to 2023-06-30

97.09%

CORGI HomePlan Ltd

OVO GROUP

no

2023-01-01 to 2023-06-30

86.78%

Coutts & Company

NATWEST GROUP

no

2023-01-01 to 2023-06-30

74.97%

50.00%

62.31%

72.73%

61.32%

Covea Insurance plc

COVEA GROUP

yes

2023-01-01 to 2023-06-30

76.48%

Coventry Building Society

NO GROUP

yes

2023-01-01 to 2023-06-30

45.28%

54.64%

100.00%

Cover Genius Limited

NO GROUP

no

2023-01-01 to 2023-06-30

81.68%

Creation Consumer Finance Ltd

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

85.49%

0.00%

Creation Financial Services Limited

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

63.13%

0.00%

Cumberland Building Society

NO GROUP

no

2022-10-01 to 2023-03-31

64.40%

61.02%

100.00%

Cuvva Limited

NO GROUP

no

2022-09-01 to 2023-02-28

74.95%

Cynergy Bank Limited

CYNERGY CAPITAL LTD

no

2023-01-01 to 2023-06-30

70.34%

DAS Legal Expenses Insurance Company Limited

ERGO GROUP

no

2023-01-01 to 2023-06-30

84.09%

DAVIES MGA SERVICES LIMITED

NO GROUP

no

2023-01-01 to 2023-06-30

49.65%

Devitt Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

31.94%

Domestic & General Insurance Plc

CVC CAPITAL PARTNERS ADVISORY GROUP HOLDING FOUNDATION

no

2022-10-01 to 2023-03-31

31.96%

Elavon Financial Services Designated Activity Company

NO GROUP

no

2023-01-01 to 2023-06-30

56.74%

Elderbridge Limited

TECH MAHINDRA LIMITED

no

2022-10-01 to 2023-03-31

79.05%

100.00%

Equiniti Financial Services Limited

EQUINITI GROUP PLC

no

2023-01-01 to 2023-06-30

88.89%

41.55%

ERGO TRAVEL INSURANCE SERVICES LTD

NO GROUP

no

2023-01-01 to 2023-06-30

69.32%

esure Insurance Limited

ESURE GROUP PLC

yes

2023-01-01 to 2023-06-30

42.39%

EUI Limited

ADMIRAL GROUP PLC

yes

2023-01-01 to 2023-06-30

41.90%

Europa Group Limited

BLUE BOAR HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

20.39%

Exeter Friendly Society Limited

EXETER FRIENDLY SOCIETY LIMITED

no

2023-01-01 to 2023-06-30

12.22%

Experian Limited

EXPERIAN PLC

no

2022-10-01 to 2023-03-31

85.71%

Extracover Limited

NO GROUP

no

2023-01-01 to 2023-06-30

57.24%

Fairmead Insurance Limited

ALLIANZ SE

no

2022-10-01 to 2023-03-31

72.83%

Family Assurance Friendly Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

20.00%

37.05%

58.10%

Family Equity Plan Limited

FAMILY ASSURANCE FRIENDLY SOCIETY LTD

no

2023-01-01 to 2023-06-30

42.17%

43.44%

FCE Bank Plc

FORD MOTOR CO

no

2023-01-01 to 2023-06-30

91.30%

FIL Life Insurance Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

53.13%

Financial Administration Services Limited

FIDELITY HOLDINGS LIMITED

no

2023-01-01 to 2023-06-30

81.61%

77.98%

First Central Insurance Management Limited

FIRST CENTRAL GROUP LIMITED

no

2023-01-01 to 2023-06-30

39.20%

FirstRand Bank Limited

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

93.75%

Forester Life Limited

FORESTER HOLDINGS (EUROPE) LIMITED

no

2023-01-01 to 2023-06-30

36.36%

56.86%

60.26%

Fortegra Europe Insurance Company Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

80.02%

Frasers Group Financial Services Limited

NO GROUP

no

2022-11-01 to 2023-04-30

28.57%

28.57%

Gresham Insurance Company Limited

NO GROUP

no

2023-01-01 to 2023-06-30

54.80%

Halifax Share Dealing Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

38.89%

39.56%

Handelsbanken plc

NO GROUP

no

2023-01-01 to 2023-06-30

34.09%

63.51%

Hargreaves Lansdown Asset Management Limited

HARGREAVES LANSDOWN PLC

no

2023-01-01 to 2023-06-30

93.09%

91.47%

Hastings Insurance Services Limited

HASTINGS GROUP

no

2023-01-01 to 2023-06-30

62.28%

HBOS Investment Fund Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

69.75%

Helvetia Global Solutions Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

66.60%

Highway Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

46.11%

Hiscox Insurance Company Limited

HISCOX LTD.

yes

2023-01-01 to 2023-06-30

67.69%

Home Retail Group Card Services Limited

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

57.03%

Homeserve Membership Limited

HOMESERVE PLC

no

2022-10-01 to 2023-03-31

69.58%

Howserv Limited

STAYSURE HOLDINGS LTD

no

2023-01-01 to 2023-06-30

61.43%

HSBC UK Bank Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

21.16%

35.71%

57.21%

62.85%

76.00%

Hyundai Capital UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

I Go 4 Ltd.

NO GROUP

no

2023-01-01 to 2023-06-30

54.20%

Ikano Bank AB (publ)

NO GROUP

no

2023-01-01 to 2023-06-30

68.21%

Insurance Factory Ltd

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

53.22%

Integra Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

68.28%

Inter Partner Assistance SA

AXA GROUP

no

2023-01-01 to 2023-06-30

63.07%

Interactive Investor Services Limited

INTERACTIVE INVESTOR SERVICES LIMITED

no

2023-01-01 to 2023-06-30

83.15%

68.49%

Investec Bank PLC

INVESTEC PLC

no

2022-10-01 to 2023-03-31

37.03%

100.00%

96.72%

Investment Funds Direct Limited

M&G PLC

no

2023-01-01 to 2023-06-30

58.26%

53.90%

J D Williams & Company Limited

J D WILLIAMS & COMPANY LIMITED

no

2022-09-01 to 2023-02-28

37.50%

J.P. Morgan Europe Limited

JPMORGAN CHASE & CO

no

2023-01-01 to 2023-06-30

54.15%

Kensington Mortgage Company Limited

NO GROUP

no

2022-10-01 to 2023-03-31

69.27%

Kroo Bank Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

100.00%

Landmark Mortgages Limited

NO GROUP

no

2023-01-01 to 2023-06-30

67.47%

LeasePlan UK Limited

LP GROUP B.V.

no

2023-01-01 to 2023-06-30

100.00%

Leeds Building Society

LEEDS BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

43.12%

44.83%

60.00%

100.00%

Legal & General (Portfolio Management Services) Ltd

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

47.93%

100.00%

Legal and General Assurance Society Limited

LEGAL & GENERAL GROUP PLC

no

2023-01-01 to 2023-06-30

75.65%

44.56%

Liverpool Victoria Financial Services Limited

LIVERPOOL VICTORIA FINANCIAL SERVICES LIMITED

no

2023-01-01 to 2023-06-30

47.64%

27.90%

25.00%

Liverpool Victoria Insurance Company Limited

ALLIANZ SE

no

2023-01-01 to 2023-06-30

53.37%

Lloyds Bank General Insurance Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

83.41%

Lloyds Bank PLC

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

42.49%

59.70%

52.99%

60.48%

74.16%

London and Country Mortgages Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

90.23%

82.86%

M & G Securities Limited

M&G PLC

no

2023-01-01 to 2023-06-30

64.49%

ManyPets Ltd

NO GROUP

no

2022-10-01 to 2023-03-31

81.90%

Markerstudy Insurance Services Limited

MARKERSTUDY GROUP

no

2023-01-01 to 2023-06-30

29.83%

Marks & Spencer Financial Services Plc

HSBC HOLDINGS PLC

no

2023-01-01 to 2023-06-30

28.83%

24.39%

Marshmallow Financial Services Ltd

NO GROUP

yes

2023-01-01 to 2023-06-30

96.65%

MBNA Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

45.56%

53.62%

Metro Bank PLC

METRO BANK PLC

no

2023-01-01 to 2023-06-30

64.67%

56.96%

Monzo Bank Ltd

MONZO BANK LIMITED

no

2022-09-01 to 2023-02-28

89.23%

Moorcroft Debt Recovery Limited

NO GROUP

no

2022-08-01 to 2023-01-31

71.15%

MotoNovo Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

91.43%

Munich Re Digital Partners Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

40.74%

National Westminster Bank Plc

THE ROYAL BANK OF SCOTLAND GROUP

no

2023-01-01 to 2023-06-30

62.07%

60.00%

56.51%

51.98%

79.01%

Nationwide Building Society

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-04-04

63.12%

100.00%

59.71%

60.65%

88.46%

Newcastle Building Society

NO GROUP

no

2023-01-01 to 2023-06-30

35.45%

0.00%

22.73%

50.00%

Northern Bank Limited

DANSKE BANK A/S

no

2023-01-01 to 2023-06-30

52.89%

83.67%

100.00%

One Call Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

30.09%

OneSavings Bank Plc

ONESAVINGS BANK PLC

no

2023-01-01 to 2023-06-30

29.66%

36.59%

OVO (S) Home Services Limited

SSE PLC

no

2023-01-01 to 2023-06-30

83.02%

Paragon Bank Plc

PARAGON BANKING GROUP PLC

yes

2022-10-01 to 2023-03-31

75.79%

61.69%

66.67%

People's Administration Services Limited

NO GROUP

no

2022-10-01 to 2023-03-31

60.09%

Pepper (UK) Limited

PEPPER FINANCIAL SERVICES GROUP

no

2023-01-01 to 2023-06-30

74.76%

Phoenix Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

18.04%

100.00%

42.68%

31.54%

Phoenix Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

39.02%

57.14%

42.73%

34.13%

Pinnacle Insurance Plc

BNP PARIBAS GROUP

no

2023-01-01 to 2023-06-30

50.01%

Post Office Management Services Limited

POST OFFICE LIMITED

no

2022-10-01 to 2023-03-31

60.31%

Prestige Underwriting Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

94.04%

Principality Building Society

PRINCIPALITY BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

44.30%

50.26%

75.00%

QBE UK Limited

QBE INSURANCE GROUP

no

2023-01-01 to 2023-06-30

62.78%

Qmetric Group Limited

NO GROUP

no

2022-10-01 to 2023-03-31

72.90%

Quilter Investment Platform Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

99.18%

Quilter Life & Pensions Limited

QUILTER GROUP

no

2023-01-01 to 2023-06-30

97.24%

98.33%

RAC Motoring Services

RAC GROUP (HOLDINGS) LIMITED

yes

2023-01-01 to 2023-06-30

66.68%

RBS Collective Investment Funds Limited

NO GROUP

no

2023-01-01 to 2023-06-30

71.58%

ReAssure Life Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

67.06%

59.37%

48.31%

ReAssure Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

63.06%

75.00%

69.25%

51.65%

Rock Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

30.20%

Rothesay Life Plc

NO GROUP

no

2023-01-01 to 2023-06-30

92.93%

Royal & Sun Alliance Insurance Limited

RSA INSURANCE UK

no

2023-01-01 to 2023-06-30

31.73%

Sabre Insurance Company Limited

SABRE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

41.43%

Saga Services Limited

SAGA PLC

no

2022-08-01 to 2023-01-31

26.44%

Sainsbury's Bank Plc

J SAINSBURY PLC

no

2022-09-01 to 2023-02-28

32.66%

40.17%

90.73%

Santander Consumer (UK) Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

50.00%

Santander UK Plc

SANTANDER UK GROUP

no

2023-01-01 to 2023-06-30

37.09%

50.00%

35.96%

64.47%

63.89%

Scottish Equitable Plc

AEGON N.V.

no

2023-01-01 to 2023-06-30

40.48%

68.95%

54.24%

Scottish Friendly Assurance Society Limited

NO GROUP

no

2023-01-01 to 2023-06-30

89.26%

83.03%

86.80%

Scottish Widows Administration Services Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

81.66%

100.00%

SCOTTISH WIDOWS LIMITED

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

45.45%

50.11%

59.08%

Scottish Widows Unit Trust Managers Limited

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

69.17%

Secure Trust Bank Plc

SECURE TRUST BANK PLC

no

2023-01-01 to 2023-06-30

80.14%

100.00%

Shawbrook Bank Limited

SHAWBROOK GROUP PLC

no

2023-01-01 to 2023-06-30

56.60%

70.24%

Shop Direct Finance Company Limited

THE VERY GROUP

no

2023-01-01 to 2023-06-30

99.06%

Simplyhealth Access

SIMPLYHEALTH GROUP LIMITED

no

2023-01-01 to 2023-06-30

70.54%

Skipton Building Society

SKIPTON BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

50.78%

100.00%

71.12%

100.00%

84.02%

Society of Lloyd's

SOCIETY OF LLOYD'S

no

2023-01-01 to 2023-06-30

73.40%

Somerset Bridge Insurance Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

45.64%

St James's Place UK plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

96.57%

100.00%

92.78%

St. James's Place Wealth Management Plc

ST. JAMES'S PLACE PLC

no

2023-01-01 to 2023-06-30

16.67%

33.33%

18.60%

14.67%

Standard Life Assurance Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

55.38%

100.00%

55.00%

45.21%

Standard Life Savings Limited

NO GROUP

no

2023-01-01 to 2023-06-30

77.33%

Starling Bank Limited

NO GROUP

no

2022-10-01 to 2023-03-31

82.92%

Starr International (Europe) Limited

STARR INTERNATIONAL COMPANY, INC.

no

2023-01-01 to 2023-06-30

93.24%

Sun Life Assurance Company of Canada (U.K.) Limited

PHOENIX GROUP

no

2023-01-01 to 2023-06-30

70.58%

65.64%

66.96%

Target Servicing Limited

NO GROUP

no

2022-10-01 to 2023-03-31

78.18%

Telefonica Seguros y Reaseguros Compania Aseguradora S.A.U.

NO GROUP

no

2023-01-01 to 2023-06-30

69.63%

Telefonica UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

81.48%

Tesco Personal Finance PLC

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

56.45%

37.61%

Tesco Underwriting Limited

TESCO BANK (TESCO PLC)

no

2022-09-01 to 2023-02-28

55.12%

The Co-operative Bank Plc

CO-OPERATIVE BANK HOLDINGS (THE)

no

2023-01-01 to 2023-06-30

9.92%

36.11%

81.63%

The Mortgage Business Plc

LLOYDS BANKING GROUP PLC

no

2023-01-01 to 2023-06-30

50.87%

The Mortgage Works (UK) Plc

NATIONWIDE BUILDING SOCIETY

no

2022-10-01 to 2023-03-31

47.07%

The National Farmers' Union Mutual Insurance Society Limited

NFU MUTUAL INSURANCE SOCIETY LIMITED

yes

2023-01-01 to 2023-06-30

98.52%

64.00%

98.02%

The Prudential Assurance Company Limited

M&G PLC

yes

2023-01-01 to 2023-06-30

73.56%

27.27%

65.09%

72.14%

The Royal Bank of Scotland Plc

NATWEST GROUP

no

2023-01-01 to 2023-06-30

63.35%

85.71%

50.27%

40.68%

78.38%

The Royal London Mutual Insurance Society Limited

THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LTD

no

2023-01-01 to 2023-06-30

64.43%

65.81%

71.27%

Topaz Finance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

86.09%

Triodos Bank UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

57.53%

65.12%

TSB Bank plc

BANCO DE SABADELL SA

no

2023-01-01 to 2023-06-30

27.68%

35.50%

41.03%

U K Insurance Limited

DIRECT LINE INSURANCE GROUP PLC

no

2023-01-01 to 2023-06-30

43.81%

UK Warranty Limited

NO GROUP

no

2022-10-01 to 2023-03-31

59.92%

Vanguard Asset Management, Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

54.02%

45.14%

Vanquis Bank Limited

PROVIDENT FINANCIAL PLC

no

2023-01-01 to 2023-06-30

67.22%

Vitality Corporate Services Limited

DISCOVERY LIMITED

yes

2023-01-01 to 2023-06-30

87.50%

38.03%

87.50%

Vodafone Limited

NO GROUP

no

2022-10-01 to 2023-03-31

38.40%

Wescot Credit Services Limited

NO GROUP

no

2023-01-01 to 2023-06-30

51.65%

Xbridge Limited

NO GROUP

no

2023-01-01 to 2023-06-30

85.85%

Yorkshire Building Society

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

49.85%

57.36%

50.00%

100.00%

Zopa Bank Limited

NO GROUP

no

2023-01-01 to 2023-06-30

89.64%

Zurich Assurance Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

68.28%

50.00%

74.80%

67.65%

Zurich Insurance Company Ltd

ZURICH INSURANCE GROUP AG

no

2023-01-01 to 2023-06-30

83.17%

Firm Name

Firm Group

Joint Report

Reporting period

Banking and credit cards

Decumulation & pensions

Home finance

Insurance & pure protection

Investments

Accord Mortgages Limited

YORKSHIRE BUILDING SOCIETY

no

2023-01-01 to 2023-06-30

100.00%

60.33%

Accredited Insurance (Europe) Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

31.29%

Acm Ulr Limited

BGL GROUP

no

2023-01-01 to 2023-06-30

68.56%

Acorn Insurance & Financial Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

46.12%

Acromas Insurance Company Limited

SAGA PLC

no

2023-01-01 to 2023-06-30

47.49%

Adrian Flux Insurance Services Group

NO GROUP

no

2022-09-01 to 2023-02-28

17.03%

Advanced Payment Solutions Limited

NO GROUP

no

2022-10-01 to 2023-03-31

16.31%

Advisory Insurance Brokers Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

61.12%

Affinity Insurance Solutions Limited

NO GROUP

no

2023-01-01 to 2023-06-30

33.62%

Ageas Insurance Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

53.80%

Ageas Retail Limited

AGEAS SA-NV

no

2023-01-01 to 2023-06-30

40.84%

AIB Group (UK) Plc

AIB GROUP PUBLIC LIMITED COMPANY

no

2023-01-01 to 2023-06-30

49.37%

41.46%

33.33%

AIG Life Limited

NO GROUP

no

2023-01-01 to 2023-06-30

43.25%

Aioi Nissay Dowa Insurance UK Limited

AIOI NISSAY DOWA EUROPE LIMITED

yes

2023-01-01 to 2023-06-30

61.61%

AJ Bell Management Limited

NO GROUP

no

2022-10-01 to 2023-03-31

72.97%

41.89%

Aldermore Bank Plc

FIRSTRAND LIMITED

no

2023-01-01 to 2023-06-30

71.40%

63.67%

Allianz Insurance Plc

ALLIANZ SE

no

2023-01-01 to 2023-06-30

73.39%

American Express Services Europe Limited (AESEL)

AMERICAN EXPRESS

no

2023-01-01 to 2023-06-30

40.12%

22.22%

AMERICAN INTERNATIONAL GROUP UK LIMITED

AMERICAN INTERNATIONAL GROUP, INC. (AIG)

no

2023-01-01 to 2023-06-30

57.97%

Amtrust Europe Limited

AMTRUST FINANCIAL SERVICES INC

no

2023-01-01 to 2023-06-30

47.30%

Animal Friends Insurance Services Ltd

NO GROUP

no

2023-01-01 to 2023-06-30

42.61%

Arthur J. Gallagher Insurance Brokers Limited

GALLAGHER

yes

2023-01-01 to 2023-06-30

58.34%

Assurant General Insurance Limited

ASSURANT INC

no

2023-01-01 to 2023-06-30

46.12%

Astrenska Insurance Limited

NO GROUP

no

2022-11-01 to 2023-04-30

65.42%

Asurion Europe Limited

ASURION

no

2023-01-01 to 2023-06-30

24.77%

Atlanta Insurance Intermediaries Limited

ARDONAGH GROUP LIMITED

no

2023-01-01 to 2023-06-30

40.88%

Atom Bank PLC

NO GROUP

no

2022-10-01 to 2023-03-31

41.14%

52.45%

Automobile Association Insurance Services Limited

AUTOMOBILE ASSOCIATION (AA)

no

2022-08-01 to 2023-01-31

34.26%

Avantia Insurance Limited

NO GROUP

no

2023-01-01 to 2023-06-30

71.52%

Aviva Health UK Limited

NO GROUP

no

2023-01-01 to 2023-06-30

44.99%

Aviva Insurance Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

66.85%

Aviva Life Services UK Limited

AVIVA PLC

no

2023-01-01 to 2023-06-30

65.14%

37.47%

50.16%

68.93%

AWP Assistance UK Ltd

ALLIANZ SE

no

2023-01-01 to 2023-06-30

80.77%

AWP P&C S.A.

NO GROUP

no

2023-01-01 to 2023-06-30

19.27%

AXA Insurance Designated Activity Company

AXA GROUP

no

2023-01-01 to 2023-06-30

49.96%

AXA Insurance UK Plc

AXA GROUP

no