Caroline Thomas Email & Phone Number

Marlborough, Wiltshire, United Kingdom

Short term contract working primarily across the National businesses to improve efficiencies and implement growth initiatives

Consultancy offering strategy development and programme management in Wealth Management, covering corporate governance, advice models, risk and compliance related activity. Recent contracts include evaluation of tech led suitability and oversight options and support to a Group forum to monitor customer outcomes, provision of support for a new business.

London

Working across all business units (that formerly made up Old Mutual Wealth) to develop and drive the Customer Strategy through market insight, integrated journeys, blended propositions and demonstrating added value with effective measurement and governance. Part of a TISA working group to influence the shape of Guidance, post-FAMR, through the new Single.

London, United Kingdom

Turning Point is the UK’s leading social care organisation with £120m turnover and over 3,000 staff; a social enterprise reinvesting its surplus to provide services across mental health, learning disability, substance misuse and employment. Turning Point aims to influence policy and shape the market to transform the quality and availability of care.

London, United Kingdom

Working across OMW's Platform businesses and Intrinsic, developing the Vertical Integration model to drive great customer outcomes. Areas of responsibility included establishing the Financial Adviser School, Financial Advice Market Review input and managing the Customer Outcomes Forum. I ran major development programmes for Multi-Asset Portfolio Evolution.

Swindon

A broad role with wide ranging responsibilities to take the business model forward over the RDR transition period to accelerate growth in profitability and embedded value. Led the RDR programme and involved in many aspects of business development including: developing key provider commercial relationships, the restricted proposition - new business and.

Founder member the Executive management team and relevant boards of the Openwork group, an FSA Approved Person for Openwork Ltd and Openwork Market Solutions Ltd (an IFA and Annuities Bureau), having worked on the FSA authorisation process including the design of key governance, risk and regulatory functions.Responsibilities included overall Governance and.

Project Management roles leading on a number of initiatives including development of Shared Services and matrix management models for the UK's Life and General businesses, process improvement and cost reduction initiatives. Ran the UK Life CEO’s Office with a focus on: development of the strategic plan, facilitation of quarterly reviews with the Swiss.

Master'S Degree, Special And Inclusive Education, Distinction

Chartered Company Secretary Programme

Modules in Strategic & Operations Management, Management Accounting, Corporate Law and Financial Reporting & Analysis (Distinction) achieved

Ba 2:1, Psychology