| Firm | Role | Since |
|---|---|---|
| Standard Life Financial Advice Services Limited | [FCA CF] Manager of certification employee | 30/09/2025 |
| Standard Life Lifetime Mortgages Limited | [FCA CF] Significant management | 03/11/2023 |
| Standard Life Lifetime Mortgages Limited | [FCA CF] Manager of certification employee | 03/11/2023 |
| Standard Life Assurance Limited | [FCA CF] Manager of certification employee | 30/10/2023 |
| ReAssure UK Services Limited | SMF9 Chair of the Governing Body | 22/09/2023 |
| ReAssure UK Services Limited | SMF3 Executive Director | 22/09/2023 |
| Phoenix Life CA Limited | SMF7 Group Entity Senior Manager | 28/06/2023 |
| Phoenix Group Management Services Limited | SMF3 Executive Director | 04/04/2023 |
| Phoenix Group Management Services Limited | SMF9 Chair of the Governing Body | 04/04/2023 |
| Pearl Group Services Limited | SMF9 Chair of the Governing Body | 04/04/2023 |
| Pearl Group Services Limited | SMF3 Executive Director | 04/04/2023 |
| Phoenix Wealth Services Limited | [FCA CF] Manager of certification employee | 01/09/2022 |
| Phoenix Wealth Services Limited | [FCA CF] Significant management | 01/09/2022 |
| ReAssure Life Limited | SMF7 Group Entity Senior Manager | 23/12/2020 |
| ReAssure Limited | SMF7 Group Entity Senior Manager | 23/12/2020 |
| Sunlife Limited | SMF7 Group Entity Senior Manager | 08/12/2020 |
| Phoenix Unit Trust Managers Limited | SMF7 Group Entity Senior Manager | 08/12/2020 |
| Phoenix Life Limited | SMF7 Group Entity Senior Manager | 08/12/2020 |