Sunlife Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Retail (Non-Investment Insurance), Non-investment insurance contracts
Stockbroking

For Retail (Non-Investment Insurance), Non-investment insurance contracts
Equity Release Setup

For Customer, Home reversion plans
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Retail (Non-Investment Insurance), Non-investment insurance contracts

Senior staff personally approved by the FCA to hold their roles here.

Kory Beth Sorenson
IRN KBS01014
- SMF12 Chair of the Remuneration Committee (10 Mar 2020 to 4 May 2023)
Louisa Barbara Mary King
IRN LBE00004
- CF10 Compliance Oversight (26 Jun 2017 to 22 Jun 2018)
Lucinda Farrell
IRN LXF75319
- [FCA CF] Significant management (since 1 Mar 2020)
Marie Helen Aitken
IRN MXA34847
- [FCA CF] Significant management (1 Mar 2020 to 2 May 2022)
Mark Screeton
IRN MPS01107
- SMF3 Executive Director (since 16 May 2023)
- Responsible for Insurance Distribution (since 12 Oct 2021)
- SMF1 Chief Executive (since 12 Oct 2021)
Michael Norris Urmston
IRN MNU01003
- SMF13 Chair of the Nominations Committee (31 Mar 2020 to 1 Nov 2021)
Nicholas Roland Shott
IRN NRS01027
- SMF12 Chair of the Remuneration Committee (3 Aug 2023 to 30 Jun 2025)
Nick Poyntz-Wright
IRN NHP01007
- Director of firm who is not a certification employee or a SMF manager (1 Oct 2025 to 3 Oct 2025)
- SMF9 Chair of the Governing Body (9 Dec 2019 to 30 Sep 2025)
- CF2 Non Executive Director (26 Jun 2017 to 8 Dec 2019)
Philippa Jane Bond
IRN PXB00825
- SMF2 Chief Finance (since 1 May 2026)
Quentin Zentner
IRN QJZ01001
- [FCA CF] Manager of certification employee (since 19 Jan 2026)

Smaller firms operating under this firm's FCA authorisation.

Topcashback Limited (no longer appointed)
FRN 476080 · Appointed 17 Sep 2019 · Until 2 Mar 2021
Quidco Limited (no longer appointed)
FRN 808298 · Appointed 15 Jul 2019 · Until 2 Mar 2021
PDV Ltd (no longer appointed)
FRN 441032 · Appointed 5 Jul 2017 · Until 16 Apr 2018

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.