Experience

Guiide

• United Kingdom
• Information Technology & Services
• 1 - 100 Employee

• Independent member of Governance Committee

  • Jan 2022 - Present



Self-employed

• United Kingdom

• Independent trustee, policy and research consultant

  • Apr 2016 - Present

  Work and interests in ageing and older age, pensions, retirement, social care, financial advice, loneliness. Current and recent work includes: * Evaluation of potential reforms of pensions taxation * Retirement prospects of Generation X * Benefits of financial advice * Pensions charge cap * Adviser to Chair of USS Expert Panel * Retirement income and pension reform Work and interests in ageing and older age, pensions, retirement, social care, financial advice, loneliness. Current and recent work includes: * Evaluation of potential reforms of pensions taxation * Retirement prospects of Generation X * Benefits of financial advice * Pensions charge cap * Adviser to Chair of USS Expert Panel * Retirement income and pension reform



AGE UK Southampton

• United Kingdom
• Non-profit Organization Management
• 1 - 100 Employee

• Vice Chair

  • Aug 2021 - Present

  Supporting the critical work of Age UK Southampton - working in the local community to help older people. Supporting the critical work of Age UK Southampton - working in the local community to help older people.



ILC-UK

• Associate Fellow

  • May 2009 - Present

  Contributor and commentator on various financial services papers and research projects. Contributor and commentator on various financial services papers and research projects.



Jackie Wells

• United Kingdom

• Independent policy & strategy consultant

  • Mar 2016 - Apr 2016

  Freelance consultant focused on pension and broader financial services policy and strategy with a particular interest in planning for and managing retirement as well as ageing population and older consumers. Currently engaged in policy work in the following areas: * DB pensions * Borrowing in later life * Standards for retirement income products Freelance consultant focused on pension and broader financial services policy and strategy with a particular interest in planning for and managing retirement as well as ageing population and older consumers. Currently engaged in policy work in the following areas: * DB pensions * Borrowing in later life * Standards for retirement income products



Pensions and Lifetime Savings Association

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Policy & Research

  • May 2014 - Mar 2016

  Responsible for policy and research team dealing with UK and European pension policy and Association's research programme, Recent policy focus has included Government's consultation on pension tax, making the pension freedoms work, costs and charges DC pensions, the pension dashboard and at retirement communications. Research focus on Understanding Retirement and consumer experience of the new pension freedoms. Responsible for policy and research team dealing with UK and European pension policy and Association's research programme, Recent policy focus has included Government's consultation on pension tax, making the pension freedoms work, costs and charges DC pensions, the pension dashboard and at retirement communications. Research focus on Understanding Retirement and consumer experience of the new pension freedoms.



Chartered Insurance Institute

• United Kingdom
• Insurance
• 100 - 200 Employee

• Professional Standards Board member

  • Nov 2011 - Dec 2014

  The Professional Standards Board's main role is to develop appropriate policy and standards for the CII and its Members. The Professional Standards Board meets quarterly to discuss issues of Professional Standards. The role of the PSB is to advise the CII Board of standards of achievement of excellence and to offer guidance on CII Member and CII Internal Governance Standards.

• Board Member

  • Nov 2007 - Nov 2013

  Providing a public interest focus to issues facing the Institute and its Board.



Jackie Wells

• Independent strategy and policy consultant

  • Apr 2007 - May 2014

  Experienced strategy and research consultant in Financial Services and related third sector organisations and government departments. Experienced strategy and research consultant in Financial Services and related third sector organisations and government departments.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Director

  • 2001 - 2007

  Led a number of major industry projects including work for HM Treasury, DWP, ABI and CII as well as strategy projects for leading FS organisations. Led a number of major industry projects including work for HM Treasury, DWP, ABI and CII as well as strategy projects for leading FS organisations.



Bacon & Woodrow

• Director

  • 1998 - 2001

  Director,Strategy & Marketing Director,Strategy & Marketing



Prospektus

• Director

  • 1995 - 1997



NEL Britannia

• Strategy Manager

  • 1989 - 1992



Sun Life

• Marketing

  • 1982 - 1987