Contract position as part of newly-formed Group Strategy and Insight team. Business unit and group-wide strategy project delivery, including working with Royal London Asset Management and Ascentric.

Activity to develop strategy for combined Friends Life and Aviva UK life business. Left business in late 2015.

Driving organisation-wide strategic response to fundamental market change:- Strategic options analysis to drive Friends Life's response to pension market changes announced in March 2014, determining how to turn a strategic threat in to a growth opportunity- Participation in strategic decisions at Friends Life Group Executive Committee and Friends Life Group plc Board- Seconded to leadership role in programme to design and build integrated solution: products, platform and customer… Show more Driving organisation-wide strategic response to fundamental market change:- Strategic options analysis to drive Friends Life's response to pension market changes announced in March 2014, determining how to turn a strategic threat in to a growth opportunity- Participation in strategic decisions at Friends Life Group Executive Committee and Friends Life Group plc Board- Seconded to leadership role in programme to design and build integrated solution: products, platform and customer engagement- Built business case to demonstrate future profit potential, gain stakeholder buy-in and secure programme budget- Development of an innovative customer lifetime value methodology for retirement savings to enable understanding of the value impact of changing customer behaviour- Recruited and managed team and consultancy contracts Show less

Delivering strategic insight and communications tailored to internal and external audiences:- Delivery of investor presentations, including UK strategy presentation to investors in November 2011, from development of the underlying business unit competitive strategy framework to production of presentation materials- Annual strategic planning process, including Board strategy away-days and Group Executive Committee strategy discussions, underpinned by group-wide stakeholder… Show more Delivering strategic insight and communications tailored to internal and external audiences:- Delivery of investor presentations, including UK strategy presentation to investors in November 2011, from development of the underlying business unit competitive strategy framework to production of presentation materials- Annual strategic planning process, including Board strategy away-days and Group Executive Committee strategy discussions, underpinned by group-wide stakeholder engagement- Ownership of CEO slides for half- and full-year results presentations to markets- Establishing synergy targets ahead of major acquisition and contributed to market participation strategy for integration of 3 UK Life businesses (Friends Provident, AXA UK Life and BHA)- Defined a financial framework for Friends Life to demonstrate linkage of business activity to shareholder outcomes, presented to markets in March 2014 Show less

Key financial communications role during high pressure period of financial crisis and corporate activity:- Responsible for interactions with investment analysts and institutional investors- FP’s primary investor relations contact during 2009 through financial crisis and series of corporate events- Drafted wide range of corporate communications including results announcements and presentations- Communications rated very highly against peer group in surveys of analysts and… Show more Key financial communications role during high pressure period of financial crisis and corporate activity:- Responsible for interactions with investment analysts and institutional investors- FP’s primary investor relations contact during 2009 through financial crisis and series of corporate events- Drafted wide range of corporate communications including results announcements and presentations- Communications rated very highly against peer group in surveys of analysts and investors Show less

Gaining varied experience in finance-driven roles while qualifying as an accountant:- Studied for and passed ACCA examinations, qualifying in early 2005- Building an operational risk model from scratch, defining methodology and inputs from the business, and sitting on an industry working party on modelling of operational risk