• Delivered strategic review of Norwood’s Employee Volunteering Programme • Identified and generated new corporate supporters and developed bespoke volunteering proposals • Created opportunities for cross-working across departments, leading to a more collaborative working culture and better optimisation of benefits from a well-developed volunteering programme • Set up new projects to expand portfolio of volunteering activities to better meet the needs of people supported by Norwood, as well as varying interests and expectations of Norwood’s supporters• Introduced changes to professionalise Norwood’s Volunteering Programme, putting in place processes where there were none, introduced training for volunteers and staff, and developed robust systems and processes to support ramping up in Norwood’s Volunteering

• Developed level 2 OCN accredited qualification to give youth practitioners the skills, knowledge and confidence to support young people with financial capability at the point of transition• Project managed recruitment and delivery of training to 200+ youth practitioners• Developed and delivered tutor training• Managed development of Life, Money, Action! website and digital resources • Led focus groups with young people and youth practitioners to inform development of materials• Led programme evaluation, including pre and post course surveys, depth interviews and focus groups for development of case studies• Line managed two project coordinators

• Managed programme of employee volunteering, including for UBS’s flagship charity partner in EMEA to leverage skills of 5000+ staff across education and entrepreneurship projects• Managed front to back employee volunteering processes, including administration of projects, recruitment and training of volunteers, preparation of internal and external comms and reporting• Redeveloped systems and processes to increase efficiency of programme management• Built on existing culture of volunteering to increase participation from 35% to 40% across the UK • Managed network of champions across the business to drive employee volunteering• Increased engagement in strategic skills-based volunteering projects including business mentoring, board volunteering / trusteeship positions and support for social enterprises• Led a team of two to deliver large scale team building projects involving 600+ volunteers • Managed work experience placements• Worked with charity and community partners to develop bespoke projects

• Delivered stakeholder research for a global insurer to inform the development of its CR strategy and managed seven charity partnerships for the launch of its community fund• Led audit of community awards for a UK mutual to ensure a fair process was followed • Managed establishment of Champions to help embed CR agenda across client’s business • Delivered a report for a UK retail bank on the key drivers and barriers of its employee volunteering programme and led the development of its employee recognition programme• Developed a self-brokering volunteering model and toolkits to enable employees across a range of companies to build closer links with local communities and increase footfall to stores • Led on office search, move and project managed implementation of IT infrastructure

• Delivery of ‘Barclays Money Skills ‘weeks’ community investment programme aimed at developing the money management, enterprise and employability skills of students• Developed programme resources and delivered programme merchandise on time and under budget • Project managed development of programme website and backend admin system • Trained and coordinated over 1000 volunteers • Deployed a £200,000 grant programme across 150 colleges• Led regional briefings across the UK and partnership with delivery partners• Led organisation of programme celebration event and competition final• Collected programme feedback and developed best practice case studies • Established clear processes and maintained action log for key deliverables • Produced weekly statistics for programme reporting and ensured accurate records were maintained to monitor progress against SLA’S and spend against budget• Played a leading role in shaping the future strategy of the programme

Proposition Manager• Led development of three financial capability propositions from initial concept through to design aimed at meeting the financial information and advice needs of target customer segments• Owned and progressed proposition roadmaps to ensure customer offer remained market leading and competitive and delivered evidence-based business cases for business approvals• Collaborated with key stakeholders and acted as subject matter expert to inform proposition development work• Acted as consumer champion to ensure decisions taken reflected best customer journey • Created concepts for innovative information graphics, interactive tools and video animations• Recommended responses to market developments and government consultations• Responded to User Acceptance Testing to improve propositions and develop new concepts Strategy and Policy Associate• Worked with financial planning expert to deliver an advice model in the context of the government’s pension’s automatic enrolment reforms• Led responses to market developments and government consultations

Responsible for the supervision of four insurance entities, including a high impact group with nationwide presence in the mutual sector.Ensured firm compliance with regulatory standards. Performed capital assessments and set capital requirements. Identified key risks and designed appropriate mitigation and remediation programmeProject managed thematic and firm specific projects.

Investigated breaches of regulatory standards, code of conduct and threshold conditions.Case analysis and production of case papers. Interviewed case subjects and key witnesses.Case advocacy and representation to internal adjudication body.