York, United Kingdom
Head of Policy (Retirement Solutions) at Aviva
Financial Services
Education
Associate of Chartered Insurance Institute 1996 — 2001
Associate, Marketing, Economics
Fellow of Personal Finance Society 1993 — 2001
Fellow, Taxation and financial planning
Experience
Aviva May 2014 - Present
Aviva plc January 2013 - May 2014
Standard Life June 2001 - December 2012
Bank of Scotland May 1999 - June 2001
Bank of Scotland May 1998 - April 1999
Bank of Scotland November 1994 - May 1998
Bank of Scotland April 1994 - November 1994
Skills
Pension Funds, Public Speaking, Critical Illness, Financial Advisory, Events, Pensions, Retirement Planning, pensions, Parliamentary Procedure, Marketing, Wealth Management, Investment Management, Relationship Management, Tax, Wealth Management..., Public Policy, Savings, Conferences, Tax Law, Income Protection, Investment Advisory, long-term savings and..., Strategic Financial..., Personal Finance, Marketing Communications, Financial Services, Wealth, European Affairs, Strategy, Insurance, Portfolio Management, Actuarial Science, Defined Benefit, CRM, Mutual Funds, Employee Benefits, Negotiation, Investments, Marketing Strategy, Market Analysis, Finance, Financial Planners, Asset Management, Defined Contribution, Fixed Annuities, SIPP, High Net Worth..., Retirement, Investment Strategies, Business Analysis