Case Study

FCA-Regulated Firm Passes Audit First Time

Meridian Financial passed their FCA audit on the first attempt after implementing Runox compliance management.

1st
Time Pass
2hrs
Weekly Compliance
100%
Evidence Complete
SMCR
Documented
1

The Challenge

Meridian Financial, a mid-size IFA firm, had failed two consecutive FCA audits. Compliance documentation was scattered across shared drives, email folders, and filing cabinets. Evidence gathering took weeks and was always incomplete.

2

The Solution

Runox compliance management centralised all evidence — SMCR records, Consumer Duty assessments, financial promotions approvals, and training records. An audit-ready evidence pack generated in minutes.

3

The Results

Meridian passed their next FCA audit on the first attempt. The auditor commented on the quality and completeness of the evidence. Ongoing compliance monitoring now takes 2 hours per week instead of being a constant firefight.

Key Results

FCA audit passed first time after two failures
Evidence pack generated in minutes
Ongoing compliance reduced to 2 hours/week
SMCR and Consumer Duty fully documented
Auditor praised evidence quality

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