David Lunt Email and Phone Number

Dave has 20 years experience in the financial services industry. He has worked in relationship management and distribution for many years and is a member of the Personal Finance Society and Chartered Insurance Institute.Dave has in-depth knowledge of the intermediary sector having spent time at Clerical Medical as a key account manager and in a variety of management and training roles for another life and pensions provider. Personal Accounts Delivery Authority was created by the Pensions act 2007 to deliver a new national low charge workplace pensions savings scheme designed to meet the needs of low to moderate earners. The Pensions commission identified that this scheme would be an important part of an integrated package of reforms to help improve retirement outcomes and and increase access to workplace pensions for millions of people.Product and Market Engagement Team play an integral role toward informing the market of of the new legislation, and positioning the Personal Accounts Scheme as a complimentary option to the current private sector workplace provision.As part of a small dynamic intermediary team identifying key decision makers in a variety of sectors (Trade Associations, EBCs, Accountants, IFA Distributors, and Professional bodies) to build ongoing dialogue and maximise cascade of key messages. Informing the developing proposition will involve director level meetings, Presentations, press dialogue and participation in debating sessions and joint meetings with employers..

A National role to manage central relationships with a number of the largest IFA distributors in the UK to maximise profitable new business sales of individual pensions, onshore and offshore bonds.Record of achievement increasing business production exceeding targets year on year and managing costs within budget whilst building relationships and activity with a multitude of distributor firms. Particular success with Tenet Group, Skipton Financial Services, Sage Network and FSAS.Key Responsibilities:Detailed understanding of people, business strengths, weaknesses, goals and decision-making behaviour of each distributor firm.Development of agreed business plans and negotiation of marketing budget spend with each firm to meet corporate goals of business growth, mix and efficient service.Coordinate targeted initiatives across sales force to maximise new business Sales Key liaison between distributor and Clerical Medical Senior Management.Optimise the appearance of CMFS products on distributor Best advice listings.Coordination of back office support to ensure efficient business with each distributor.

Joined Clerical Medical as a Sales Consultant. Responsibility to deliver of new business targets from a panel of intermediaries in Central and South Manchester. Promoted to Executive Consultant 2001 following first quartile business performance. Consistent in exceeding targets year on year to earn £70 -£100k. Developed close working relationships with targeted firms, Clerical Medical market penetration for my panel significantly above company average.