Richard Needham Email & Phone Number

United Kingdom

Stratford-upon-Avon, Warwickshire, United Kingdom

Ingenium Marketing provides marketing consultancy to Financial Services manufacturers & distributors in the areas of:Proposition - Refresh & DevelopmentProduct & Services - Refresh & DevelopmentTake to market

Trowbridge

Bristol, United Kingdom

A role focused on building a differentiated investment service for ‘new to self investing’ customers marketed direct to consumers and via partners. Visit www.axaselfinvestor.co.uk. Core responsibilities: Design, delivery and maintenance of the market proposition - product wrappers, investment range, pricing, tools and services. Design & delivery of.

Bristol, United Kingdom

Delivered market, proposition and product content for a of strategic board paper proposing a significant distribution and product initiative. Created the project plan for the paper's delivery, managed the project team and associated reporting.Completed Sun Life Direct's 2013 Situation Review to inform AXA’s wider strategic planning process.

Southampton, United Kingdom

Product development and marketing communications role within a project that delivered RDR compliant, web enabled offshore bond products in to the UK market for 31st December. The project launched Skandia International’s adviser and customer online service ‘Wealth Interactive’ in to the UK.

Bristol, United Kingdom

Marketing development assignment for AXA Wealth bancassurance in support of two proposition developments - a pension accumulation proposition and an investment advice proposition. Additionally a Project Manager role across the workstreams of Proposition, Investments, Communications, Marketing and HR for the launch of the Co-operative Bank Financial.

Worked to support the project that revamped and relaunched Sun Life's Guaranteed Over 50 Plan. Areas supported included product evaluation, pricing refresh and strategic forecasting.

Consultant who led the concept and proposition design work for PlanWise, a remote financial advice service for existing Friends Life customers and who subsequently played a significant role in its creative development and launch (March 2011).

A role to design, develop and put in to place a distinctive 'take to market' strategy for a revamped At Retirement proposition aimed at both adviser and customers. This was to be the lead proposition for SFLC's then planned re-entry in to the UK IFA market.

A combined product development and marketin communications role in support of a wrap pension project, bancassurance partnership deals, the addition of new services and functionality upgrades for the AXA wrap 'Elevate'.

A proposition role in support of a project to develop an investment proposition. Followed by a role to research, write and deliver an adviser guide to Trusts.

Responsible for AXA's strategic development, proposition development and day to day marketing communications across the range of indivudal pensions, stakeholder pensions and SIPP.

Ba (Hons), Economics

Education record