Alan Cowan work email
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Alan Cowan personal email
Influencing strategic thinking, delivering propositional, regulatory, and operational change in Pensions, ISA, and Wealth Management across direct retail and advised business channels. A specialist in Self Invested Personal Pensions (‘SIPP’), Small Self-Administered Schemes (‘SSAS’) and Consumer Duty. An experienced professional pension trustee, with a record in corporate and operational project delivery and acquisitions. Passionate about providing an excellent, efficient and compliant customer experience.Skills SummaryPeople management – Leading Agile teams across multiple locations. Identifying, nurturing and empowering talent. Change management - Devising and delivering propositional, structural, regulatory and operational change within a growing organisation. Project management – Experienced in strategic and operational projects. Managing resource across business units as leader or part of a team. Adept at managing multiple projects simultaneously to exacting deadlines and budgets.Relationship management - Experienced in stakeholder and board level engagement, managing strategic relationships and commercial negotiations. Resource management - Budgeting and resource planning in line with company objectives.Technical Knowledge – Experienced in trust and platform regulation and propositions, including SIPP, SSAS, ISA, JISA and GA. In depth understanding of the issues around holding non-standard and direct property investments within a pension environment. Interpersonal skills - Strong communication skills, building relationships with internal and external stakeholders. Enjoy working collaboratively, encouraging an open approach to avoid silo thinking. Organisational skills - Excellent planning and organisational skills, owning initiatives from start to finish. Able to work independently and collaboratively within a team.
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Proposition LeadVanguard EuropeLeicester, Gb -
Proposition ManagerVanguard Europe Nov 2020 - PresentLondon, England, United KingdomMaintaining and evolving the propositional offering for Vanguard’s UK and European Personal Investor direct retail and advised business services. Working with multiple cross functional internal and external teams, providing SME analysis and experience, leading the delivery of propositional and regulatory change to the Vanguard UK Personal Investor platform. Regulatory horizon scanning and impact analysis, communicating this across the business and to leadership, responding to regulator consultations. Leading the project that reviewed and embedded Consumer Duty within the UK Personal Investor business, including the creation and production of fair value assessments, product and service reviews, and target market statements. Responsible for the ongoing review, production, and internal communication of these. Platform governance, working with Risk, Legal, and Compliance partners, and regulatory bodies. Defining business requirements, working with internal and external business and technology teams to deliver platform change to improve the client experience. Chair of Vulnerable Client Outcomes group, with a strategic focus on prioritising change to deliver good client outcomes for all investors. Launch and evolution of Vanguard SIPP, Managed ISA, and Managed Pension services. Providing industry technical, operational, and regulatory expertise to the wider business. Devising and maintaining product governance structures, including policies, processes, and playbooks. Creating and maintaining client facing documentation. Representing Vanguard on industry working groups including ABI. Collaborating with external suppliers to improve the client experience. -
Uk Personal Investor Proposition SpecialistVanguard Jan 2020 - Nov 2020London, United KingdomSupporting the growth of the UK Personal Investor proposition through development of SIPP, ISA, JISA and GA products and structure, delivered digitally across direct retail and advised business channels. Work-stream lead on innovative advice programme, ensuring good communication and planning, delivering better client outcomes, good compliance and improving business efficiency. -
Client Operations DirectorMattioli Woods Plc Nov 2017 - Jun 2019Leicester, United KingdomReporting directly to the CEO, attending senior operational boards, invited representative to PLC Board.Responsible for Wealth Management client operations, product and support functions. Leading a team of over 200, with 17 direct reports, operating from seven locations administering in excess of 11,000 schemes with assets under administration in excess of £7.7bn.Input to and influencing group strategy, presenting and communicating this to the wider group.Collaborating with colleagues across all business units to ensure teams understand and contribute to achieving the groups goals, providing an excellent client experience, supporting long term client relationships. Identified and delivered structural and operational change to reduce complexity, improve client service and increase efficiency.Member of the Executive Risk and Compliance committee identifying and mitigating risk across the group. Created consistent multi location career development and salary structure for administrative staff.Company Director for Private Investor Club investment vehicles, acquired businesses, property holding and trustee companies. -
Head Of Wealth Management OperationsMattioli Woods Plc 2014 - Nov 2017Leicester, United KingdomResponsible for Wealth Management administration, products and support functions at multiple locations. -
Section ManagerMattioli Woods Plc 2009 - 2014Leicester, United KingdomLed a section of over 40 people, administering over a third of the group client portfolio with a focus on the delivery of excellent and timely client service, recruitment and staff development. The agreement, communication and implementation of group strategy. Resolving client problems and complaints. Management of several of the groups administration products and processes including SIPP scheme banking and property transactions. Management of the group SIPP product, ensuring that scheme documentation remained up to date. -
Sipp & Special Projects ManagerMattioli Woods Plc 2000 - 2009Leicester, United KingdomManaging a portfolio of schemes, responsible for the groups SIPP products including liaison with regulatory bodies and scheme providers, legal and client documentation, systems and processes.Creation and maintenance of operational and reporting structures around the group’s SIPP operations.Responsible for the monthly contribution and annual scheme reporting to HMRC for the group. Led project to replace SIPP scheme providers following change in regulations. Operational development of the property syndicate proposition. -
Sipp AdministratorMattioli Woods Plc 1997 - 2000Leicester, United KingdomResponsible for all aspects of a portfolio of schemes meeting and exceeding client needs. Specialist in property transactions and management, banking relationships and relief at source for pension contributions. -
Pension TrusteeMw Trustees Ltd & Others May 2000 - Jun 2019Leicester, United KingdomProfessional Pension Trustee for multiple pension trustee companies. Review and authorisation of transactions, devising and implementing solutions to time sensitive or complex transactions, Mediating in conflict resolution, identifying and reporting issues internally or to regulatory bodies when required.
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Sipp AdministratorPointon York 1994 - 1997Leicester, United Kingdom
Alan Cowan Skills
Alan Cowan Education Details
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IcagileLean Portfolio Management -
Guthlaxton College -
Afpc G10, G30, G60 -
Cf1, Cf3, Cf4, Cf5 -
Fpc 1, 2, 3
Frequently Asked Questions about Alan Cowan
What company does Alan Cowan work for?
Alan Cowan works for Vanguard Europe
What is Alan Cowan's role at the current company?
Alan Cowan's current role is Proposition Lead.
What is Alan Cowan's email address?
Alan Cowan's email address is al****@****ods.com
What schools did Alan Cowan attend?
Alan Cowan attended Icagile, Guthlaxton College, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute.
What skills is Alan Cowan known for?
Alan Cowan has skills like Project Management, Acquisition Integration, Operations Management, Operational Strategy, Self Invested Personal Pension, Pension Administration, People Management, People Development, Wealth Management Services.
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1diamondpower.com
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Alan Cowan
Greater Dundee Area
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