Jack Baker Email & Phone Number

Basingstoke, England, United Kingdom

Basingstoke, England, United Kingdom

• During a time of unprecedented activity, set up new governance structure to monitor OSP performance on Incident and Breaches. Provided challenge of OSP’s delivery of contractual obligations and management of risks.
• Oversaw and owned Sun Life UK Operations Line 1 (L1) Incident and Breach framework, managing Operational and Regulatory risks on behalf of the business, including assisting and directing other business functions with.
• Oversaw and owned Sun Life UK Operations Line 1 (L1) Incident and Breach framework, managing Operational and Regulatory risks on behalf of the business, including assisting and directing other business functions with.
• Highlighted and reported areas of concern and risk a to Head of Operations and Head of Compliance any Regulatory, Customer Financial, Legal, or Brand/ Reputational Risks
• Drafting FCA “Soft” notifications for the Head of Operations and providing information and analysis for “Hard” (Supp 15) notification for SMF’s.
• Providing assurance to senior management through regular management information -Customer Outcomes, KPIs and a risk assessment of OSP performance

Basingstoke, England, United Kingdom

• Oversight of Customer Service Operations at Outsourced Service Providers (OSP).
• BAU oversight, leading OSP governance committees for IT Production support, Customer Experience, and locum for Complaints committee.
• Embedding SLF UK’s Vulnerable Customer policy and framework within OSPs.
• Redesigned Operational KRIs MI for SLF UK Operations, and UK Leadership team.
• Oversight and management of Outsourcer Risk by assessment and analysis of monthly risks.
• Escalation… Show more

London, England, United Kingdom

• Project managing the implementation of DC pension schemes for corporate clients.
• Working with TOB IT Project Management Office, Communications and Pension teams, to plan and deliver each pension implementation project to timescales agreed with the client.
• Analysis of corporate suitability report and fact finds with corporate paraplanners

Basingstoke

• Working within the Finance team providing project management and platform advice to the Unit Linked Investment teamIncluding:
• Embedded and established new fund launch process, systems and controls for the business unit.
• Project managed and co-ordinated with all IT platforms all unit linked fund launches in a stable and compliant environment. Maintained accurate records of the full lifecycle of fund launch activity to ensure process.
• Worked closely… Show more Working within the Finance team providing project management and platform advice to the Unit Linked Investment teamIncluding:
• Worked closely with Unit Linked Investment team to understand pipeline needs and requirements. Added Value by being IT & Propositional Subject Matter Expert (SME).
• Led regular monthly fund launch meetings across operational units, clearly communicating pipeline activity.

Basingstoke

• Ran, managed and co-ordinated a portfolio of key accounts such as KPMG, TowersWatson, Hargreaves Landowne & Lane Clark & Peacock.
• Proactively managed the relationships of a portfolio of schemes with funds under management in excess of £500m. Expanded and enhanced relationships with EBC’s, IFA’s and employers with responsibility of ensuring.

Basingstoke

Successfully ran a number of high profile employer sponsored GPPP’s & Stakeholder Schemes involving HNW clients, high profile IFA’s and employers.

Higher National Diploma, Financial Planning And Services

Education record

Education record

Education record

Bsc Geography, Remote Sensing,Geographic Information Systems And Qualitative And Quantitative Research

Social, economic, political,human and physical Geography. Geographical Information Systems, Remote sensing, quantitative and qualitative.

Bachelor Of Science - Bsc (Hons), Geography