Richard Ayers Email & Phone Number

Newport, United Kingdom

Life Academy is a leading provider of pre retirement and financial education workshops for both employers and individuals. Life Academy offers in- house courses for employers and "open pre retirement courses" around the UK where individuals approaching retirement are helped to understand not only the financial issues but also the transition from working life to retirement.

I helped intermediaries and employers with the design of communication strategies. I worked with companies as varied as FTSE100 comapanies to SMEs. Heavily involved with new business acquisition and development of new business engagement material

I worked with public sector bodies such as NHS, civil service and police to help educate members around their DB schemes and top up alternatives. Our proposition evolved into working with intermediareis and employers helping educate members around their pension arrangements through presentations, 1-2-1 meetings and web based communication solutions

Employed initially at HSBC financial Planning Manager advisinf personal clients. I moved to HSBC Corporate Division as Corporate Financial Planning Manager advising corporate clients and directors on HSBC products then from 2000 as Private Client Manager advising the bank's higher net worth clients both personal and corporate. I specialised in the SIPP and SSAS markets

Started life as an Agent in Swansea being promoted to Section Manager then Customer Service Manager in Cardiff. Responsible for teams of sales personnel and Customer Service Reps spporting team in achieving of corporate and personal goals. Was keen on training and and personal development within the teams