Andrew Shepherd

Retirement Proposition Lead at People's Partnership
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Contact Information
us****@****om
(386) 825-5501
Location
Swindon, England, United Kingdom, UK

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5.0

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Colin Dyer

Andy has a great combination of abilities to understand the marketplace, customer and adviser needs, and link that up with the unique or leading capabilities within a firm to deliver best possible business outcome. He's a natural strategic thinker and strong on written and inter-personal communications. Always an asset in a business.

Claire Jasper

I’ve had the pleasure of working with Andy for the last five years and he has helped to fundamentally transform our strategic marketing positioning. Andy offers a valuable and rare combination of innovative thinking, commercial awareness and customer focus that has genuinely helped transition our marketing from product-based to a robust customer value proposition. And what’s more, he breaks it all down so the whole team can identify and engage with our mission, which has driven better marketing and customer outcomes. On a personal level, I’ve had the privilege of Andy’s support and counsel, for which I am very grateful.

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Credentials

  • ACII, APFS, Chartered Financial Planner
    -

Experience

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Retirement Proposition Lead
      • Mar 2022 - Present

      Consultancy role leading concept design, proposition development and product delivery for a new retirement and investment proposition at The People's Pension. Consultancy role leading concept design, proposition development and product delivery for a new retirement and investment proposition at The People's Pension.

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Head of Strategy & Research
      • Jun 2018 - May 2021

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Proposition Manager
      • Sep 2016 - Mar 2018

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Head of Strategic Development
      • Jan 2013 - Aug 2016

    • Head of Marketing & Proposition Strategy, Planning & Insight
      • Jan 2012 - Dec 2012

    • Head of Strategy
      • Jul 2008 - Dec 2011

    • Head of Platform Development
      • Jul 2007 - Jun 2008

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Development Manager
      • Apr 2006 - Jun 2007

  • Winterthur Life
    • Basingstoke
    • New Products Manager
      • Jun 2002 - Apr 2006

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Associate Director - Tax Efficient Savings
      • Sep 2000 - Jun 2002

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Product Manager - Investments & Protection
      • Sep 1994 - Aug 2000

Community

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