Jason Lott Email & Phone Number

Southampton

I cover all aspects of technical knowledge relating to money purchase occupational and personal pensions as well as life aspects covering trusts and taxation. This involves extensive work on the helpdesk supporting advisers, consultants and administration. The information given is based on technical solutions and the dissemination of legislation to help plan the best route for the client and promotion of the Skandia product range.I am currently heavily involved in all RDR work for life and pensions. I have previously been involved as one of the lead technicians with the A Day project legislative changes covering legislation, backroom capabilities to deal with the legislation and imparting this knowledge to the sales force to help try and create business opportunities.I have done much project work as a technical subject matter expert to help with changes to systems, product development and regulator, for example drafting contract terms, endorsements and latent risk projects. I have also been on project steering groups to ensure projects are running to budget and remaining within scope. I have been involved in product rationalisation and overseeing the closure of the Skandia SSAS offering.I also have had involvement in training which has been given both internally and externally for pension exam courses and production of sales fact sheets.Before an internal restructure I had 2 direct staff reports and was responsible for their objectives, development and planning. I see one of my main roles as identifying and trying to promote sales ideas and correct practice based on the technicalities of the legislation and the individuality of the clients and circumstances.

Originally taken on as a telephone financial adviser I graduated to the Technical Services Department in September 1998. The role involves giving technical support to all sales channels of Friends Provident, from IFA to the direct sales force. The technical environment is one of tax and legislation and includes a financial planning service designed to offer alternative solutions to pension problems. I also get involved in reading and interpreting new legislation and issuing bulletins internally to explain any changes. I produce technical Tips designed to give out information on technical aspects of pensions and sales opportunities to our sales forces. I get involved in marketing projects and have input into many of their sales aids and brochures. I am also Project Manager for a computer based pensions calculator; this involves developing the applications and running a team to ensure that the system is delivered accurately and on schedule. I also do occasional training sessions for internal staff. I have also studied and passed G60 AFPC.

Territory Sales Manager covering a variety of areas before being transferred to another depot with a fixed area. I was responsible for maintaining and developing an existing area in the free trade sector and expanding our soft drinks acquisition into fully fledged beer trade accounts. I was able to negotiate prices and installations to acquire new business to a level before having to consult my superiors. I had to organise to a high standard my paperwork and my own personal business schedule. I was also responsible for the financial viability of my customers and ensure the bills were paid. Made redundant June 1995.

I was responsible for the development of the sales of Gibbs Mew products and other factored lines into existing customers and for developing new free trade business. I was able to negotiate terms to agreed levels and to agree promotional activity. I recommended to management terms, which were beyond my authority, in order to secure volume trade.The territory that I took over was running considerably down on the previous years’ sales and my first priority was to stabilise the position and then grow the business, both with existing customers and new business. At the time of my departure the territory’s cumulative deficit was considerably reduced and current trade was 10.5% up. For most of my employment I was also required to spend at least 2 days a week on a second territory to cover for long term illness. I also maintained and grew business in this area. Gibbs closed its free trade operation and I was made redundant in January 1994.

To sell advertising space in the field and over the phone. Selling and arranging specific sales features. Producing suitable and accurate copy for publication and keeping detailed records of clients’ requirements and budgets.

Surveying

7 ‘O’ Levels and 2 ‘A’ levels. One year of degree course at Trent University. CII FPC 1,2 & 3. CII G60, K10, JO5, CF9, RO4, RO3, R08.

Education record