Andrew Duthie

Andrew Duthie Email and Phone Number

Production Manager | Star Ratings | Service Ratings | Insight | Wealth Management | Pensions | Platform | Protection | Research | Proposition | SME | Volunteer | Radio | GI | Banking @ Defaqto
Andrew Duthie's Location
Haddenham, England, United Kingdom, United Kingdom
Andrew Duthie's Contact Details

Andrew Duthie work email

Andrew Duthie personal email

n/a
About Andrew Duthie

Level 4 qualified financial services professional working at Defaqto, offering market leading products and services to advisers and provider clients.I oversee a team that has responsibility for data architecture within all Wealth and Protection tables on all our adviser software.I ensure the team deliver on objectives set of them by both the business and individually, and ensuring projects assigned to the team are delivered in a timely and professional fashion.More than 15 years worked and numerous roles held at Defaqto giving unique knowledge and insight of the data structure and research methods used for Wealth Management products. As a result, strong relationships with senior level client contacts in the industry as well as regular communication with internal c-level personnel. Possess writingand influencing skills – with an ability to express complex concepts in a clear, logical and structured manner. Knowledge of how the products and services in the wealth sector are distributed. Confident and entertaining style used within video records, podcasts and face-to-face presentations.Completed CII Qualifications: Certificate in Financial Administration (Pensions) Certificate in Life and PensionsCertificate in Financial PlanningAward in Pensions UpdateDiploma in Financial Planning(R01 Financial Services regulation and ethics; R02 Investment principles and risk; R04 Pensions and retirement planning; R08 Pensions update; J11 Wrap and platform services)

Andrew Duthie's Current Company Details
Defaqto

Defaqto

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Production Manager | Star Ratings | Service Ratings | Insight | Wealth Management | Pensions | Platform | Protection | Research | Proposition | SME | Volunteer | Radio | GI | Banking
Andrew Duthie Work Experience Details
  • Defaqto
    Production Manager (Star And Service Ratings)
    Defaqto Feb 2024 - Present
    Haddenham, Buckinghamshire, Gb
    Lead and manage the operation of the annual ratings update cycle. Work with Insight colleagues to ensure successful determination of criteria, maintenance in Defaqto's IT systems, and creation and management of Star Ratings associated work and documentation for Wealth, Protection, GI, Banking, Funds and DFM and Tax Advantaged schemes. Ensure all deadlines are met throughout the year.Work with Insight to formulate, maintain and develop rating methodologies.Act as signficant thought leader within the area of rating UK financial services products and services. Represent Defaqto to industry.Oversee key digital service relationships along with Enterprise Manager and Commercial colleagues.Responsibility for adviser service rating methodology.
  • Defaqto
    Insight Manager (Wealth And Protection)
    Defaqto Feb 2022 - Feb 2024
    Haddenham, Buckinghamshire, Gb
    Oversee a team of insight consultants looking after all pensions; bonds; digital; platforms and protection data. All of whom are industry experts and commentators in their field.Plan team workload and carry out appraisals, one-to-ones.Support marketing and commercial and teams.Present at events and use knowledge of industry to create thought leadership.Act as point of contact for the business from other departments and colleagues.Final point of Insight sign-off for all publications or articles written by the team, as well as for Star and Service Ratings.Lead on bespoke projects working collaboratively with commercial, marketing, customer success, product development teams and communicating with Heads of department and Directors.
  • Defaqto
    Insight Consultant (Wealth Management)
    Defaqto Jun 2018 - Jan 2022
    Haddenham, Buckinghamshire, Gb
    As per Insight Analyst, change of job title.Stocks and Shares ISA Star Rating responsibility added.
  • Defaqto
    Insight Analyst (Wealth)
    Defaqto Jan 2018 - Jun 2018
    Haddenham, Buckinghamshire, Gb
    In recognition of work in previous role and completion of Diploma in Financial Planning, I was promoted to this role. My work continues to be much the same as previously when acting as support.I am the lead contact for key Wealth Management product related panels for adviser groups.Responsible for overall data architecture of individual pension and ISA tables within Defaqto Engage and Defaqto Matrix.Written CPD articles for industry press and comment pieces.Lead analyst and responsible for SIPP; Platform SIPP and Drawdown Defaqto Star Ratings.
  • Defaqto
    Insight Support Analyst (Wealth)
    Defaqto Feb 2015 - Dec 2017
    Haddenham, Buckinghamshire, Gb
    Carrying out panel consultancy for adviser clients, including meeting regular to discuss criteria and output.Contributing and writing Defaqto's guides; case studies and Q&As.Lead Analyst for SIPP; Platform SIPP and Drawdown Star Ratings determining features to be included year on year and Star Ratings awarded.Present Star Rating Roundtables each year attended by providers from the industry, opening up criteria for challenge and justification with end consumer in mind.
  • Defaqto
    Wealth Management Research Manager
    Defaqto Sep 2009 - Feb 2015
    Haddenham, Buckinghamshire, Gb
    Oversee a team of researchers to ensure they meet specified KPIs and ensure data accuracy and timeliness. Incorporates Pensions (including SIPP, SSAS, Annuity, Group Proposition), Investments (including Onshore Bonds, Offshore bonds, Structured Products), Discretionary Fund Managers and Platforms. Meet regularly with product providers to ensure systems and guidelines in place to receive data.Liase with members of Insight to determine and agree criteria for Defaqto Star Ratings. Recently, knowledge of market utilised for re-launch of Engage.Data appears on Defaqto Matrix, Defaqto Engage, Aequos Online, Defaqto Consultancy, Defaqto Star RatingsResearched and contributed to Defaqto 2013 SIPP Guide.
  • Defaqto
    Pensions Researcher
    Defaqto Oct 2005 - Sep 2009
    Haddenham, Buckinghamshire, Gb
    Update and maintain Defaqto's Aequos Online and Engage databases with Pensions data. This includes SIPP, SSAS, Group, Annuity.
  • Stoke Mandeville Hospital Radio
    Presenter
    Stoke Mandeville Hospital Radio 1997 - 2013
  • Hbos
    Client Services Assistant
    Hbos Apr 2002 - Oct 2005
    Administer old Equitable Life group policies. Arrange transfer quotation, open market option quotation and process bulk transfers of group business.
  • Abbey National
    Customer Services Clerk
    Abbey National Dec 1999 - Apr 2002
    Maintaining data records of customers, ensuring correct accounts registered to correct customers and removing customers from the mailing list on request.
  • Mix 96
    Freelance Technical Operator
    Mix 96 Feb 2000 - Feb 2002
    Aylesbury, Buckinghamshire, Gb
    Pre-record Saturday evening show. Ensure automated Saturday morning show runs to time, and insert adverts and news where necessary. Use DAD software.

Andrew Duthie Skills

Pensions Wealth Management Financial Services Fixed Annuities Sipp Investments Research Investment Management Wealth Investment Strategies Portfolio Management Financial Advisory Relationship Management Retirement Savings Personal Finance Risk Management Retirement Planning Pension Funds Bonds Strategic Financial Planning Wealth Management Services Mutual Funds Insurance Financial Risk Financial Sector Annuities Asset Management Investment Advisory Alternative Investments

Andrew Duthie Education Details

  • Aylesbury Grammar School
    Aylesbury Grammar School
    Communication Studies

Frequently Asked Questions about Andrew Duthie

What company does Andrew Duthie work for?

Andrew Duthie works for Defaqto

What is Andrew Duthie's role at the current company?

Andrew Duthie's current role is Production Manager | Star Ratings | Service Ratings | Insight | Wealth Management | Pensions | Platform | Protection | Research | Proposition | SME | Volunteer | Radio | GI | Banking.

What is Andrew Duthie's email address?

Andrew Duthie's email address is ad****@****qto.com

What schools did Andrew Duthie attend?

Andrew Duthie attended Aylesbury Grammar School.

What are some of Andrew Duthie's interests?

Andrew Duthie has interest in Hospital Radio, Blogging, Arts And Culture.

What skills is Andrew Duthie known for?

Andrew Duthie has skills like Pensions, Wealth Management, Financial Services, Fixed Annuities, Sipp, Investments, Research, Investment Management, Wealth, Investment Strategies, Portfolio Management, Financial Advisory.

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