Matt Lyons
Intermediary Development Team Manager at People's Partnership- Claim this Profile
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Bio
Mike Hawker
I worked with Matt for 18 months, he is highly motivated, tenacious, diligent and a team player.
Mike Hawker
I worked with Matt for 18 months, he is highly motivated, tenacious, diligent and a team player.
Mike Hawker
I worked with Matt for 18 months, he is highly motivated, tenacious, diligent and a team player.
Mike Hawker
I worked with Matt for 18 months, he is highly motivated, tenacious, diligent and a team player.
Credentials
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LP2 - Financial services products and solutions
CiiAug, 2018- Nov, 2024 -
R08 - Pensions update
CIIJun, 2017- Nov, 2024 -
DC Governance
The Pensions Management InstituteOct, 2016- Nov, 2024 -
R02 - Investment principles and risk
CIIApr, 2016- Nov, 2024 -
Certificate in Pensions Automatic Enrolment
The Pensions Management InstituteOct, 2015- Nov, 2024 -
R04 - Pensions and retirement planning
CIINov, 2014- Nov, 2024 -
R01 - Financial services, regulation & ethics
CIIJun, 2014- Nov, 2024 -
R05 - Financial protection
CIIAug, 2012- Nov, 2024 -
CF2 - Investment & Risk
CIIAug, 2011- Nov, 2024 -
CF4 - Retirement planning
CIIFeb, 2011- Nov, 2024 -
BTEC – Higher Diploma in Competency for Mortgage Advice
IFSMar, 2008- Nov, 2024 -
CF1 - UK financial services, regulation & ethics
CIIMar, 2008- Nov, 2024 -
CF6 - Mortgage advice
CIIMar, 2008- Nov, 2024 -
CeMAP 1, 2 & 3
IFSMar, 2008- Nov, 2024
Experience
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People's Partnership
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United Kingdom
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Financial Services
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300 - 400 Employee
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Intermediary Development Team Manager
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Apr 2023 - Present
Leading our acquisition team to engage with the EBCs, Corporate Advisers, Trustees and new employers looking to move to us. We are working with our contacts, helping them understand, we are here to help their members have better financial futures and take ownership of their pension. We look to understand drivers to review existing pension arrangement, and helping them to enhance their pension offering with a move to us.People’s Partnership, provider of The People’s Pension helps millions of people across the UK save towards their future and build financial foundations for life. #ProfitforPeopleContact me if you want to find out more! Show less
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Corporate Relationship Manager
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Dec 2021 - Apr 2023
Working with our largest Employee Benefits Consultants understanding their requirements to best help the employers and trustees they support. Looking to further engage around single employer trusts looking to consolidate with a Master Trust, as well as the wider workplace pension proposition and opportunities in the market.
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Relationship Manager – London and South East
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Oct 2016 - Dec 2021
Working with advisers and employers in the South of England to build relationships and working with them to help meet their workplace pension needs & making pensions simple, in a face to face field based role.
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Remote Relationship Manager
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May 2015 - Oct 2016
Working as part of the Remote Relationship Management team at The People's Pension I had a number of key contacts that I spoke to. Working over the phone with a range of employers, financial advisers and payroll professionals to help then with their Auto-Enrolment needs, explaining how B&CE and The People's Pension can help.
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Scottish Widows
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United Kingdom
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Financial Services
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700 & Above Employee
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Sales Support
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Jun 2008 - May 2015
The key part of the role is building relationships with Financial Advisers, discussing the proposition and working to secure new business. We also help with the servicing on existing clients trouble shooting and issues that may arise. Our products are ever changing to meet the needs of the regulatory market, Auto-Enrolment is a current example of this. As the Auto-Enrolment champion within my region I participated in a training course on how Scottish Widows would be dealing with this. Following on from this, I ran training sessions in my branch to strengthen other members of my team’s knowledge levels around this area and to help them to have more effective conversations with their customers in regards to Auto-Enrolment. I have also set up a number of new schemes to deal with Auto-Enrolment as well as helped existing schemes we have deal with this challenge and helped them to implement systems to deal with this. I have also sold effectively to my customers. Through the Trainee Account Manager scheme I have been on for a number of years I have dealt directly with non-supporting financial advisers. I have organised meetings with them and effectively explained our proposition. They have bought into me and I have secured business with Scottish Widows through these face to face meetings. Another main focus for us is to drive up the usage of e-commerce. To help with this we get MI on e-commerce usage, I utilise this data to try and increase the usage of our online systems, through training both face to face and over the phone. This saves time in processing for the advisers and helps our service areas to work more effectively. Show less
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Ashdown Lyons
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Wimbledon
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IT & Credit Assistant
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Oct 2006 - Dec 2007
After finishing my degree I managed to gain some office experience working for Ashdown Lyons, I assisted both the IT department, taking calls from various part of the company to providing IT troubleshooting and assisting in implementing systems. My main role was part of the Credit Control team chasing up late payments. Both roles enabled me to work as part of a team and taught me a lot of the office and IT skills I still use today. After finishing my degree I managed to gain some office experience working for Ashdown Lyons, I assisted both the IT department, taking calls from various part of the company to providing IT troubleshooting and assisting in implementing systems. My main role was part of the Credit Control team chasing up late payments. Both roles enabled me to work as part of a team and taught me a lot of the office and IT skills I still use today.
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Education
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2003 - 2006
Canterbury Christ Church University
BA Hons, Film, Radio and Television -
2001 - 2003
The College of Richard Collyer
A Level, Law, History & Film Studies
Community
