Experience

Mercer UK

• United Kingdom
• Professional Services
• 300 - 400 Employee

• Consulting Team Leader - Financial Education

  • Mar 2017 - Present

  Bath, England, United Kingdom Provide effective leadership for Mercer’s Financial Education consulting team. Supports the acquisition of new Financial Education/Wellbeing business for Mercer clients. Develop and retains existing client relationships and provides Financial Education/Wellbeing strategy consultancy.



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Workplace Engagement Manager

  • Jun 2013 - Feb 2017

  Swindon, United Kingdom Supported the acquisition and retention of workplace savings and financial wellbeing business. Led the engagement work streams of large workplace saving and financial wellbeing implementations. Delivered commercial and profitable employee engagement and financial wellbeing programmes. Engaged with distributors, clients and prospects, researching and subsequently informing the development of expertise in employee engagement and financial wellbeing.



Friends Life UK

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Financial Education Development Manager

  • Sep 2010 - Feb 2013

  London, United Kingdom Provided effective leadership for a team of financial education consultants. Supported the acquisition of new corporate pension and workplace saving business. Developed ongoing relationships with key clients and their distributors. Designed and delivered profitable and commercial communication programmes for key clients. Promoted the acquisition of fee paying financial education services. Effectively managed compliance risk, ensuring all materials are compliant and that robust… Show more Provided effective leadership for a team of financial education consultants. Supported the acquisition of new corporate pension and workplace saving business. Developed ongoing relationships with key clients and their distributors. Designed and delivered profitable and commercial communication programmes for key clients. Promoted the acquisition of fee paying financial education services. Effectively managed compliance risk, ensuring all materials are compliant and that robust audit trails and approval evidence is retained. Show less



AXA UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Communications Development Manager

  • Oct 2008 - Sep 2010

  Bristol, United Kingdom Supported the acquisition of corporate pension business. Effectively managed a portfolio of key client’s communication requirements. Delivered engaging member facing pension presentations and 1-2-1 meetings. CAS status tied Financial Adviser.



Hargreaves Lansdown

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pensions Communication Manager

  • Jan 2006 - Oct 2008

  Bristol Implemented large group and stakeholder personal pension schemes Delivered effective pension presentations and 1-2-1 meetings