Mark Silver Email & Phone Number

Balerno, GB

Advice complaint handling

Edinburgh, Scotland, United Kingdom

• Responsible for Financial Coaching Product within HL’s Advice and Guidance Program.
• Created HL’s Financial Coaching strategic objectives and vision.
• Shaped and delivered against roadmap meeting all agreed KPI's.
• Designed beta operating model, recruited the right people and built an appropriate risk and controls framework including operational processes and procedures, QA model and T&C scheme.
• Established sufficient controlled lead flow into Coaching beta that created a platform upon which to conduct both qualitative and quantitative research that in turn allowed progressive product iteration both from a.

Consultancy services to SunLife working with Commercial Director and CEO to help shape their strategic thinking. Researching the current landscape, creating review papers and then turning this into sized options for consideration.

Edinburgh City, Scotland, United Kingdom

Consultancy services to Standard Life's Guidance & Advice Program. Helping them shape the "what" and the "how" when it comes to innovative ways of engaging with customers and offering up decision support that creates good customer customer outcomes and greater financial security. Focus on Guidance delivery strategy and proposition.

Edinburgh, United Kingdom

Distribution channel leadership of a department that delivers pensions guidance to Aegon's non-advised customers supporting them in their decision making on the run up to and through retirement and in support of helping customers achieve a more secure and sustainable financial future.Full accountability for people, budget, operations and processes that.

Aegon Assist

I have been largely responsible for building and shaping a guidance proposition called Aegon Assist which helps customers saving for retirement or making those important decisions at retirement. I am ultimately responsible for meeting income targets whilst maintaining regulatory oversight. As a Senior Manager, I look after Team Managers who are responsible.

Remediation Business Consultant.Various Past Business Review projects.

QCF Level 4 Diploma qualifiedAF3 Pension specialistMAPC Mortgage Advice qualificationIFABank Financial AdviserMortgage BrokerCustomer Banking Adviser

Civil Engineering & Management

Post Graduate Diploma In Business Management

Education record