Martin P. Lee's Membership of Financial Organisations
Pensions:
- Universities Superannuation Scheme (USS), the 3rd largest fully funded pension scheme in the country as both an old pensioner and a new contributor!
- Prudential Additional Voluntary Contributions (AVC) pension scheme, the largest insurer in the country (transferred to USS) now only as a contributor again.
- Equitable Life Assurance Society, the oldest mutual insurer in the world (Government compensation received)
- Standard Life stakeholder pension scheme (transferred to AXA)
Friendly Societies (FS):
- Teachers Provident FS (TPS), serving our profession, based in Bournemouth, taken over by LV= WINDFALL!
- Schoolteachers FS,serving our profession.
- Cirencester FS.
- Wiltshire FS.
- Druids (Sheffield) FS (1999 Mini Insurance ISA)
- Family Assurance FS (2001 Mini Insurance ISA) UK's largest FS.
- Tunstall Assurance FS (2002 Mini Insurance ISA) taken over by Oddfellows FS - no windfall.
- Nottingham FS (2003 Mini Insurance ISA) taken over by Oddfellows FS - no windfall.
- Engage Mutual FS (2003 Mini S&S ISA)
- Liverpool Victoria FS (LV=), based in Bournemouth.
- National (Deposit) Friendly Society.
- Royal Liver FS taken over by Royal London - no windfall.
- Red Rose FS.
Mutuals:
- Co-operative Insurance Society (CIS) (2000 Mini Insurance ISA)
- NFU Mutual (2004 Mini Insurance ISA)
- Royal London (2006 Mini S&S ISA)
- Wesleyan Assurance Society
- Southern Co-operative Society
Building Societies (BS):
- Lambeth BS (1999 Mini Cash ISA) WINDFALL! Transfered to Virgin Money
- Hinckley BS (2000 Mini Cash ISA) Transfered to Virgin Money
- Chelsea BS (2001 Mini Cash ISA) taken over by Yorkshire BS, no windfall.
- Newbury BS (2002 Mini Cash ISA)
- Skipton BS (2003 Mini Cash ISA)
- Portman BS (2004 Mini Cash ISA), based in Bournemouth. WINDFALL! Transfered to Virgin Money
- Yorkshire BS (2005 Mini Cash ISA) took over Chelsea BS, no windfall, Transfered to Virgin MOney?
- Teachers' BS (2006 Mini Cash ISA), based in Wimborne.
- Coventry BS
- Britannia BS
- Stroud & Swindon BS, locally based, taken over by Coventry BS, no windfall, Transfered to Virgin Money
- Nationwide BS (2004 Mini S&S ISA) headquartered in Swindon. Transfered to Moneywise IFA
PLCs:
- Friends' Provident Assurance Society, originally a Quaker mutual organisation, de-mutalised, WINDFALL!
- Virgin (1996 Corporate Bond PEP) Transfered to Moneywise IFA
- Fidelity (1997 Corporate Bond PEP) Transfered to Moneywise IFA
- Legal & General (1998 Corporate Bond PEP) Transfered to Moneywise IFA
- Standard Life (1999 Mini S&S ISA) Transfered to Moneywise IFA
- Norwich Union (2000 Mini S&S ISA) Transfered to Moneywise IFA
- M&G (2001 Mini S&S ISA) Transfered to Moneywise IFA
- M&S (2002 Mini S&S ISA) Transfered to Moneywise IFA
- BGI (2005 Mini S&S ISA) Transfered to Moneywise IFA
Shareholder in:
- International Power taken over by Suez.
- British Telecom
- Standard Life WINDFALL!
- Barclays (Woolwich BS) WINDFALL! Transfered to Moneywise IFA