Ian Catchpole Email & Phone Number

Ramsgate, Gb

United Kingdom

Responsibility for Pension and Fund related implementations, corporate actions and special projects.Ensuring a smooth transition during the implementation phase for UK client ,overseas clients and third parties - whilst ensuring that the work is delivered into the business with minimal disruption. Involvement in projects at global level with input into all areas of the business including sales.

Brighton, United Kingdom

Responsible for the new Group Life Flex proposition and its efficient and smooth implementation into both the Met Life business and into clients, broker and platform solutions. Responsibilities include feeding into product area, underwriting, operations, marketing, sales and the wider business areas. Additional responsibilities include significant business change work and system integration and automation work across the wider MetLife product set - including projects at a global level. Also helping to raise the profile of MetLife within the benefit market.

London, United Kingdom

Provided guidance and consultancy on abroad range of areas for both existing and start-up businesses. Responsibilities included platform integration, supplier relationship ownership, process mapping, process improvement, operational management, product management, consultancy, client management, sales and future planning from both a system and wider business perspective.Undertook a full bottom to top review of solutions from a compliance, market and proposition perspective. Created project plans for system enhancements and pushed those through to delivery phase. Pivotal in producing product road-map and helping the businesses to define propositions to the market and raising awareness of products. New business presentations created and I was involved in new opportunity pitches. Increased revenues within one organisation by more than 50%.

Leatherhead, Surrey

Pioneered, created, launched, marketed and sold a product relating to an Auto Enrolment (AE) software platform. End-to-end product development and management - defining product scope, feature-sets, prototyping, functionality, end user presentation and roadmap.The product created was market leading and set the benchmark for the rest of the AE software solutions within the market. I updated and integrated all of the products into a single coherent proposition with component parts that could be either tailored to a specific need or used straight off the shelf as the customer required.Created a £multi/million opportunity and pushed it through to completion (Now Pensions). The new products, services and changes made have increased the company profile and income streams by over 150% in the 24 months since launch. The business has more than doubled in value due to my new products, services and business transformations.

Basildon, Essex

I provided occupational pension expertise in a bid for the NEST administration contract. I was responsible for ensuring the proposition was commercially viable and that the systems and web build were aligned to the complex requirements and regulations.Employed on temporary contract, but IFDS asked me to remain with them to maintain the momentum in their efforts to get into the Life/Pensions and Employee Benefits Market.Reporting directly to the Managing Director - I focused on very large-scale tender processes including the creation of and presenting to potential clients .I also had responsibility for the development of a cutting edge web front end/platform/wealth solution to bring to market. Attended various conferences and seminars, together with reading various pension publications to ensure I keep my knowledge up to date within the world of Occupational/Trust based pensions and to raise IFDS profile.I joined IFDS to a number of associations and groups to offer views on how technology can be used more effectively in business. An example of where this has been successful is the membership of the Association of Financial Mutual’s. This led to a substantial business win and continues to raise the company profile. Initiated meetings with selection consultants to ensure that IFDS are now considered as a viable solution for business opportunities in a new market. The impact of this was to create opportunities with two very large business opportunities for IFDS.

London, Worthing And Bristol

I was engaged to shape and implement a brand new Third Party Administration offering to the Pension and Employee Benefits Market. The role involved selecting the system provider (Aquila’s administrator) and then taking responsibility for the implementation of the new administration platform, whilst also working with a technology design company to create a market leading web based solution. I also had responsibility for ensuring the proposition was commercially viable.Managed full responsibility for the P&L of the project which was £6million and I delivered both the administration platform and the web proposition within budgets, despite the enormity of the project.Pivotal in the subsequent contract negotiations and then assumed lead on shaping the proposition to ensure that administration practice became more commercially viable.In only 12 months, the proposition was ready for market and we went live with first client on the new platform within 4 months on launching to market.Met with key selection consultants and generated a number of opportunities which culminated in winning a high profile piece of business.Maintained the product so it remained market leading while being heavily involved in the sales process - finding opportunities, initial meeting, pitches, closing deals, contract wording and negotiations.I took part in round table debates both in public/live and for press, discussing a wide variety of pension and employee benefit related issues and topics.Wrote many articles for the Pension Press on a variety of issues. Focused on intelligent use of technology.

Leatherhead, Surrey

I assisted in the build and implementation of a new cutting edge Pension Administration System and established and managed a new DC focused administration.Specified all DC related requirements of the new system, the Universal Pension Management (UPM) system. Contributed to build a fully integrated process driven pension administration and electronic document management system.Recruited a new DC team of seven experienced DC administrators to manage MNPA’s DC business in a specialised DC area (previously dealt with on DB teams). Appointed the additional role of Client Service Manager to establish and help maintain an excellent working relationship with clients.Promoted to Senior Client Manager. Oversaw a number of large clients, including Alliance Boots, Comet, Merchant Navy and Carillion. Many of these accounts were “at risk”. I turned them around and the relationships with the clients were left in a very strong, secure referencable position.Involved in shaping the web proposition to both members and clients and helped to document requirements and secure funding for the project.

Croydon, United Kingdom

Redhill, United Kingdom

Dorking, Surrey