Experience

Octopus Investments

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Key Partnerships Manager

  • Apr 2021 - Present



British Friendly Society Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Distribution Director

  • Apr 2017 - Apr 2021

  Responsible for developing and delivering the distribution strategy for British Friendly. Working with the management team to make sure all decisions are focused on our core purpose of being a trusted and relevant provider of financial support in times of need. We aim to be easy to do business with, to do the right thing and to put members at the heart of what we do. Responsible for developing and delivering the distribution strategy for British Friendly. Working with the management team to make sure all decisions are focused on our core purpose of being a trusted and relevant provider of financial support in times of need. We aim to be easy to do business with, to do the right thing and to put members at the heart of what we do.



Women in Finance Charter

• Board Member

  • Feb 2020 - Mar 2021



Vitality

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Exclusive Associates

  • Sep 2015 - Apr 2017

  To design and develop and deliver the exclusive associate proposition for Vitality, creating a bank of mutually profitable relationships with the customer and wellbeing at the heart of our partnerships. To design and develop and deliver the exclusive associate proposition for Vitality, creating a bank of mutually profitable relationships with the customer and wellbeing at the heart of our partnerships.



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Partnership Director, Nationwide

  • Mar 2013 - Aug 2015

  To manage L&G's biggest single-tie partnership with Nationwide, a group wide role with a focus on delivering market leading propositions across investments, savings and protection.

• Platform Services Director

  • Dec 2007 - Mar 2013

  Design and deliver the third party platform strategy.Work across LGII and Suffolk Life to deliver platform integrations.Develop sales and marketing support strategies to deliver new business and retain assetsSupport development of post-RDR product solutions for platform partnersDesign and deliver due diligence processWork with the RDR programme on the impact to our platform integration agreements and processesEvery Day Matters ChampionLeading 2013 Platforms & Distribution Conference Show less

• Sales Director

  • Dec 2007 - Jan 2011

  Managing the relationship with 6 IFA Key AccountsDelivered new business target of £280m Optimised new business opportunities across L&G GroupNegotiated commercial agreementsImplemented sales support structures



Aegon

• Financial Services
• 700 & Above Employee

• Sales Development Manager

  • Apr 2005 - Nov 2007

  Scot Eq Protect - ADM Team looking after Networks and National IFAs Scot Eq Protect - ADM Team looking after Networks and National IFAs



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Account Manager

  • Jun 1998 - Apr 2005