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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2027-05-07 (in 1y)

Last made up 2026-04-23

Watchouts

None on the register

Cash

£206K

-19.2% vs 2023

Net assets

£22M

+10.3% vs 2023

Employees

0

Average over period

Profit before tax

£3M

+82.3% vs 2023

Name history

Renamed 3 times since incorporation — the current trading name was adopted 2026-03-20

  1. STANDARD LIFE FUND MANAGERS LIMITED 2026-03-20 → present
  2. PHOENIX UNIT TRUST MANAGERS LIMITED 2014-11-25 → 2026-03-20
  3. BRITANNIC UNIT TRUST MANAGERS LIMITED 1998-08-04 → 2014-11-25
  4. POTTERHAWK LIMITED 1998-06-25 → 1998-08-04

Accounts

2-year trend · latest reflected 2024-12-31

Metric Trend 2023-12-312024-12-31
Turnover £69,482,000£58,584,000
Operating profit
Profit before tax £1,527,000£2,783,000
Net profit £1,168,000£2,087,000
Cash £255,000£206,000
Total assets less current liabilities £20,305,000£22,392,000
Net assets £20,305,000£22,392,000
Equity £20,305,000£22,392,000
Average employees 00
Wages

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2023-12-312024-12-31
Net margin 1.7%3.6%
Gearing (liabilities / total assets) 84.4%85.4%
Current ratio 1.19x1.19x

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Audit & accounting basis

Accounting basis
IFRS
Reporting scope
Standalone (parent only)
Auditor
KPMG LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The Company has a strong liquidity position, with £47m of cash and liquidity funds at 31 December 2024, and regular reviews are undertaken to identify cash flow requirements. The cash and liquidity funds are held with financial institutions which have an investment grade credit rating and a positive outlook. The Company has a strong net asset and net current asset position. As a result of this review, the Directors believe the Company has adequate resources to continue in operational existence until at least 30 June 2026. Accordingly, they continue to adopt the going concern basis in preparing the financial statements.”

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

7 active · 32 resigned

Name Role Appointed Born Nationality
PEARL GROUP SECRETARIAT SERVICES LIMITED Corporate Secretary 2006-09-01
BARILETTI, Michela Director 2025-09-15 Jun 1977 Italian,British
CRASTON, Ian Adam Director 2023-09-19 Mar 1966 British
FLENK, Victoria Director 2026-03-25 Sep 1984 British
HARRIS, Timothy Walter Director 2022-09-30 Apr 1969 British
MUIR, Martin John Director 2025-03-20 Jan 1967 British
SETHI, Arif Director 2025-09-15 Apr 1978 British
Show 32 resigned officers
Name Role Appointed Resigned
EAST, Anna Secretary 2000-02-23 2004-10-31
GRIFFIN-SMITH, Philip Bernard Secretary 2004-11-01 2006-09-01
WHITE, Gillian Maryjoy Secretary 1998-07-24 2000-02-23
CLIFFORD CHANCE SECRETARIES LIMITED Corporate Nominee Secretary 1998-06-25 1998-07-24
BAKER, Craig Anthony Director 2015-02-18 2024-04-28
BAKER, Stephen Paul Director 2001-11-21 2004-02-29
BROWN, Bernard George Director 2002-04-04 2005-12-31
CASSONI, Maria Luisa Director 1998-07-24 2000-12-31
CHARLTON, Peter John Nominee Director 1998-06-25 1998-07-24
CLARKE, Stephen Andrew Director 2021-11-01 2022-09-30
CRAINE, Roger Director 2005-12-31 2007-04-30
EAKINS, Michael John Director 2024-04-29 2025-09-14
EAST, Anna Director 2002-09-05 2004-03-03
GREENFIELD, Richard Edward Keith Director 2005-12-31 2007-12-31
HAYNES, William Paul Glen Director 1999-02-24 2001-06-15
LUSCOMBE, Kerr Director 2008-07-18 2008-12-19
MACLACHLAN, Frances Clare Director 2024-04-19 2025-03-30
MEANEY, Brid Mary Director 2022-10-01 2024-04-19
MERRICK, Michael John Director 2008-01-01 2014-06-02
MOHAMMED, Shamira Director 2012-10-01 2017-06-26
MOSS, Andrew Director 2008-12-19 2022-10-01
PORTMAN, Bryan Henry Director 2001-06-28 2002-04-04
POYNTZ-WRIGHT, Nicholas Hugh Director 2018-07-06 2025-02-28
RICHARDS, Martin Edgar Nominee Director 1998-06-25 1998-07-24
SHAW, Brian Hamilton Director 1998-07-24 2001-12-31
SINGLETON, Graham Lloyd Director 2004-03-03 2005-12-31
STOCKTON, Robert Paul Director 2007-03-29 2008-07-18
SWIFT, William Edward Director 2025-03-31 2026-03-24
TABER, Jeremy Neil Fenton Director 2002-04-04 2004-03-12
THOMPSON, Paul Andrew Director 2004-03-03 2005-12-31
TOMLINS, John Director 1998-09-10 2001-05-31
URMSTON, Michael Norris Director 2015-04-27 2021-10-31

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Phoenix Life Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2016-04-06 Active

Filing timeline

Last 20 of 161 total filings

Material constitutional events — rename, articles re-file, resolution

  • 2026-03-20 CERTNM Certificate change of name company
  • 2026-03-20 NM06 Change of name request comments
  • 2026-03-20 CONNOT Change of name notice
Date Type Category Description
2026-04-28 CS01 confirmation-statement Confirmation statement with no updates PDF
2026-03-25 AP01 officers Appoint person director company with name date PDF
2026-03-25 TM01 officers Termination director company with name termination date PDF
2026-03-20 CERTNM change-of-name Certificate change of name company
2026-03-20 NM06 change-of-name Change of name request comments
2026-03-20 CONNOT change-of-name Change of name notice
2025-11-13 CH04 officers Change corporate secretary company with change date PDF
2025-11-10 AD01 address Change registered office address company with date old address new address PDF
2025-11-10 PSC05 persons-with-significant-control Change to a person with significant control PDF
2025-09-15 TM01 officers Termination director company with name termination date PDF
2025-09-15 AP01 officers Appoint person director company with name date PDF
2025-09-15 AP01 officers Appoint person director company with name date PDF
2025-05-07 CH01 officers Change person director company with change date PDF
2025-05-06 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-04-30 AA accounts Accounts with accounts type full
2025-03-31 TM01 officers Termination director company with name termination date PDF
2025-03-31 AP01 officers Appoint person director company with name date PDF
2025-03-20 AP01 officers Appoint person director company with name date PDF
2025-02-28 TM01 officers Termination director company with name termination date PDF
2024-05-13 AA accounts Accounts with accounts type full

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
14

last 12 months

Capital events
0

last 24 months

Officers appointed
3

last 12 months

Officers resigned
2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Official Companies House page