Experience

People's Partnership

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Senior Proposition Manager - Saving Products

  • Dec 2018 - Present

  Product owner and proposition lead for The People’s Pension and legacy B&CE pension products. Management of the Savings Product team of proposition managers and proposition BAs to analyse market opportunities, define propositions, and build a strategic roadmap of proposition enhancements for The People's Pension and Retirement Solutions. Product owner and proposition lead for The People’s Pension and legacy B&CE pension products. Management of the Savings Product team of proposition managers and proposition BAs to analyse market opportunities, define propositions, and build a strategic roadmap of proposition enhancements for The People's Pension and Retirement Solutions.



Aegon

• Financial Services
• 700 & Above Employee

• Customer Proposition Manager

  • Jun 2018 - Nov 2018

  Contract role as propositional lead on two projects (as the banking platform proposition was being re-platformed onto Aegon technology):- Self-directed 'orphans' proposition for retail, workplace and bank channels- New risk methodology framework and customer toolkit to replace and align different methodologies in place across different channels

• Senior Proposition Manager

  • Jan 2017 - Jun 2018

  Management of the bank and building society platform proposition, following the acquisition of Legal & General's Cofunds and IPS platform businesses by Aegon on 1st January 2017. (Role below moved across under TUPE).



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Platform Proposition, IPS

  • Jul 2011 - Dec 2016

  Investor Portfolio Service (IPS) is an investment platform business (c.400k customers, £10bn AUA) that provides tools and services to intermediaries, and customers directly, helping them consolidate, monitor and manage their finances more easily. - Responsible for all aspects of the proposition including customer research, target market definition, risk management, pricing, TCF, defining the end-to-end customer journeys, and proposition PLM (Handbook and Governance Plans).- Development of proposition enhancements. - Business case definition and benefits realisation of proposition initiatives.- Management of committees and stakeholder relationships across the business.- B2B relationship and joint planning with key partners.- Supporting large-scale projects in working with different business divisions.

• Development Manager

  • Feb 2010 - Jun 2011

  Key responsibilities:- Defining and delivering innovative propositions that improve the IPS platform. - Ensuring developments are in line with the overall business strategy, are commercially viable and enhance customer and adviser experience.- Reviewing existing offerings, and consider new opportunities within the context of the wider market and competitor environment. - Definition of the customer engagement strategy, and the design and delivery of new services and collateral.- Contributing strategic thinking to shape and define business objectives. Promoted to lead the proposition team (above), after a selection process.

• Strategic Intelligence Manager

  • Feb 2008 - Jan 2010

  Key responsibilities:- Researching, interpreting and recommending strategic options for the Group. - Insight and analysis on economic and social trends, products & platforms, regulation & distribution, and regulatory and corporate developments. - Delivering analysis of specific markets, and consultancy service to individual business units (savings, GI, protection and annuities, LGIM, workplace).- Evaluation of overseas markets, competitor profiling, and M&A opportunities.

• Market Analysis Manager

  • Feb 2006 - Feb 2008

  Key responsibilities:- Provision of consultancy and insight to the business on products, markets, and competitors (prior to promotion to more expansive role, above).



Winterthur Life

• Basingstoke (Hampshire)

• Market Research Analyst

  • Jul 2000 - Feb 2006

  Key responsibilities: - Commissioning and managing research projects. - Provision of regular product benchmarking service for product development in highlighting the strengths and weaknesses of the product range compared to the rest of the market. - Consultant to all 40+ Business Development Managers in helping them win individual cases and panel position with IFAs. - Supporting product campaigns, by providing analysis of the market and key competitor product profiles – including direct comparisons of strengths and weaknesses. - Survey completion for trade press, completion of tenders, submissions for panel position with IFAs and Employee Benefit Consultants.



Skandia

• Sweden
• Insurance
• 700 & Above Employee

• Investment Marketing Executive

  • Apr 1999 - Jul 2000

  Key responsibilities: - Production of investment marketing magazine for IFAs. - Creation of sales aids, investment communications, supporting sales in highlighting the benefits of multi-manager. Key responsibilities: - Production of investment marketing magazine for IFAs. - Creation of sales aids, investment communications, supporting sales in highlighting the benefits of multi-manager.



WGM

• Winchester (Hampshire)

• Accounts Assistant

  • Jul 1998 - Mar 1999

  Key responsibilities: - Month end accounting, pay roll administration, and general account enquiries Key responsibilities: - Month end accounting, pay roll administration, and general account enquiries