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A change and operational specialist with 20 years senior management experience in the financial services industry. Programme Director for a wide range of large transformational change initiatives, with a real strength in developing and implementing sustainable solutions to complex business problems. Operations Director leading large operational areas through change; with significant experience of outsourcing, offshoring, service improvement and integration. A Fellow of the Institute and Faculty of Actuaries. Specialties: Change managementOperational improvement and efficiencyCustomer retentionOffshoring and outsourcingLegacy simplification and policy migrationOperating model design and cost reductionLeading multidisciplinary teamsCompany integration
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RetiredNone Oct 2020 - Present
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Chief Operating OfficerReassure (Previously Adminre Uk) Jan 2017 - Oct 2020Telford, United Kingdom -
Head Of In-Force Management, Reassure LtdSwiss Re Aug 2016 - Dec 2016Lytham St AnnesMaximising the value of the in-force portfolio of business, delivering strong customer outcomes and meeting regulatory requirements. -
Reassure Integration DirectorSwiss Re Jan 2016 - Jul 2016Lytham St AnnesFollowing the acquisition of Guardian Financial Services by Swiss Re, leading on the integration of the Guardian life company into ReAssure Ltd, Swiss Re's UK life company; responsible for governance integration, propositional alignment and rebranding.
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Deputy CooGuardian Financial Services Oct 2013 - Dec 2015Lytham St AnnesLeading on all customer service delivery and the implementation of change across the business. Led response to regulatory change, such as pension freedoms, and Chair of Product Governance Forum.
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OwnerRedwall Consulting Limited Oct 2012 - Sep 2013Providing experienced senior management capability to companies going through major business transformation or development on a contract or interim management basis.
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ConsultantRedwall Consulting Limited Oct 2012 - Dec 2012Led a fundamental review of pensions charging bases across the portfolio of a large UK life company, evaluated options and made recommendations on future strategy to Executive team.
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Retention Director, Uk LifeAviva Plc Jan 2012 - Jul 2012York, United KingdomDeveloped and implemented a strategy to radically improve retention of customers and funds under management. Accountable for overall delivery of customer retention targets. -
Non-Executive Director, Aviva Life InternationalAviva Plc Feb 2011 - Jul 2012DublinNon-executive director of Aviva's offshore bond business, Chairman from March 2012
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Programme DirectorAviva Plc Jul 2011 - Dec 2011London, United KingdomLed strategic review of one of the Group's European Life Companies, delivering a transformation strategy to the local Board.
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Director Of Outsourced RelationshipsAviva Plc Nov 2009 - Jun 2011York, United KingdomResponsible for implementing and managing all major operational outsourcing relationships, including completing the migration of over 2 million customers to a major outsourcer's platform.
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Director Of Business ArchitectureNorwich Union (Now Aviva Plc) Jul 2007 - Oct 2009York, United KingdomLed a major review of the UK Life operating model to support the strategic agenda, drive operational efficiency and build greater customer focus. Responsible for facilitating a major organisation wide cost reduction programme and introducing and embedding the Systems Thinking service improvement methodology which transformed service delivery.
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Simplification Programme DirectorNorwich Union (Now Aviva Plc) Jan 2006 - Jun 2007York, United KingdomDesigned the vision and strategy to simplify the UK Life company, removing the constraints of the legacy business and systems. Led the implementaion programme including selecting an outsource partner, agreeing the operating model and leading the transfer of 1000 staff.
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Director Of OperationsNorwich Union (Now Aviva Plc) Jul 2005 - Dec 2005York, United KingdomResponsible for building and managing central operations capability including planning, people and property resource management, management information, offshore delivery and risk and governance.
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Offshoring Programme DirectorNorwich Union (Now Aviva Plc) Oct 2003 - Jun 2005York, United Kingdom And Pune, IndiaLed from scratch the development of UK Life offshore operational capability, building an operation of 1000+ seats covering back office and voice.
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Director Of Business ChangeNorwich Union (Now Aviva Plc) Nov 2000 - Sep 2003York, United KingdomDeveloped central change capability supporting a change portfolio of c£100m. Including delivery of major programmes, professional development and methodology and portfolio prioritisation and governance.
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Integration Programme DirectorNorwich Union (Now Aviva Plc) Jan 2000 - Oct 2000York, United KingdomLed the integration programme following the merger of CGU and Norwich Union life companies in the UK. Delivered a single marketing company in very tight time scales in October with integrated structure, products, branding etc. and planned in merger cost savings.
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Head Of Ifa Customer ServicesGeneral Accident/Cgu Life (Now Part Of Aviva Plc) Jan 1996 - Dec 1999York, United KingdomResponsible for delivery of all aspects of customer service through the IFA division, including integrating Provident Mutual and Commercial Union operations, rationalising locations and delivering merger cost savings whilst managing significant business growth. Combined operation of c1300 people.
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VariousProvident Mutual (Now Part Of Aviva Plc) Aug 1984 - Dec 1995Stevenage, United KingdomQualified as an actuary and performed a range of roles across Actuarial, Marketing, change and IT; including Head of Market Development and Head of IT Development, reporting into the CEO.
Jon Whitaker Skills
Jon Whitaker Education Details
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University Of BathFirst -
Institute Of ActuariesFellow
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Cedep (Insead)Business/Managerial Economics
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Alleyne'S School, Stevenage
Frequently Asked Questions about Jon Whitaker
What company does Jon Whitaker work for?
Jon Whitaker works for None
What is Jon Whitaker's role at the current company?
Jon Whitaker's current role is Retired (POC).
What is Jon Whitaker's email address?
Jon Whitaker's email address is jo****@****a.co.uk
What is Jon Whitaker's direct phone number?
Jon Whitaker's direct phone number is +44 870 609*****
What schools did Jon Whitaker attend?
Jon Whitaker attended University Of Bath, Institute Of Actuaries, Cedep (Insead), Alleyne's School, Stevenage.
What skills is Jon Whitaker known for?
Jon Whitaker has skills like Change Management, Governance, Strategy, Financial Services, Business Process Improvement, Stakeholder Management, Programme Delivery, Management, Service Delivery, Offshoring, Operating Models, Financial Risk.
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Jon Whitaker
Senior Marketing Manager | Financial Services | Marketing Communications & Digital StrategiesUnited Kingdom -
Jon Whitaker
Greater Nottingham2jdwhitaker.co.uk, version1.com
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