Jean Walker Email & Phone Number

Edinburgh, Scotland, United Kingdom

Through specialist project management, I am responsible for leading the successful delivery of implementation projects for existing Aegon clients transitioning from Aegon’s Unisure GPPPlatform to Aegon’s Group SIPP proposition (ARC). Working in partnership with the client to design a communication strategy that resonates with members to maximise engagement.Through careful data analysis, & attention to detail, ensure assets are re-registered correctly and align with existing investment strategies for each individual member.Taking a consultative approach with employers and advisers to fully understand their objectives to build a bespoke project plan to ensure successful implementation for all stakeholders.

Edinburgh, Scotland, United Kingdom

This was a seconded role where I had the opportunity to work within the Aon Partnership team at Aegon. My role was to support the Client Relationship Managers at Aon with their MasterTrust and and Big Blue Touch clients.

Edinburgh, Scotland, United Kingdom

Working in partnership with Employers and Advisers to transition GPP from ceding pension provider to Aegon (ARC Platform).Working in partnership with the employer to build a communication journey for members to help educate and promote the new pension scheme. This includes delivering employee presentations.

Edinburgh, Scotland, United Kingdom

Worked in partnership with marketing to deliver proposition launches/updates to sales teams across UKProvided on-line exam study sessions to support those working towards towards professional qualifications.Delivered Workplace Distribution awareness training to Platform Centre Staff as part of their induction training. Conduced live field observations and provided feedbackConducted 360 assessments and delivered feedback where required

Edinburgh, Scotland, United Kingdom

Designed and delivered T&C associated training to new managers.Introduced role-plays and sign-off procedures to assess application of knowledgeWorked closely with Sales Training to ensure a cohesive approach to T&CBuilt and maintained strong working relationships with SalesManagement to ensure T&C was actively managed to mitigate any potential riskProduced regular T&C repots to Senior Management

Edinburgh, Scotland, United Kingdom

Responded to endowment complaints raised by customers and third party companies.