Do I need an LEI Number for a Pension dealing account and where can I find this?

Answer

The Legal Entity Identifier (LEI) initiative is designed to create a global reference data system that uniquely identifies every legal entity or structure, in any jurisdiction, that’s party to a financial transaction.

This is only required for Pension Dealing account applications related to a Small Self-Administered Scheme (SSAS) and only where you plan to invest in investments traded on a stock exchange (you don’t need it if you’re only investing in funds).  It’s unique to the scheme, so you’ll need to get this information from your pension provider when completing the account application form. Alternatively, you can ask them to fill this in when they’re signing the application form.