Scott Warnock Email & Phone Number

Motherwell, Gb

Glasgow City, Scotland, United Kingdom

Glasgow, United Kingdom

Glasgow, United Kingdom

Responsibilities- Production of new business and increment quotes for all types of products, including SIPP, Group Plans and Offshore Bonds.- Technical Quotations for Group Plans and Bonds. Production of quotes requiring special terms and deals.- Telephone assistance for IFAs using Advizerzone to produce quotes- SME for Quotes- SME on Quotes Evolution Project- CI lead for Glasgow- Mental Health Regional Lead- Local Security Administrator for Glasgow- Training for new Starts in Quotes Team- Creation and audit of process guides- Involved in 4 recruitment campaigns, scribing for and assessing candidates- Administration of pension contributions Key Achievements - 6 Week Challenge changing the concession process for the majority of requests from key clients- Analysis of Telephone Call Data in Sales Quotes, resulting in a number of changes to call routing.- Key contact for a number of senior Product and Technical Managers and Technicians in other areas - Lean Six Sigma Yellow Belt accreditation - SVQ in Customer Services- SME for launch of Capital Redemption Bond

Edinburgh

Responsibilities- Transferring pension benefits from Standard Life to external companies when requested by customers.- System Administration Representative, ensuring that all staff have the correct systems access.- Communicating with IFAs and external companies to ensure smooth transfer of funds.- Preparation and issue of the stakeholder termination statements. - Worked with Change Management to identify potential savings in the transfer process, as well as areas that can be streamlined to improve the process for customers.Key achievements- Suggestion that documentation is sent electronically instead of via the post is. Feedback from the companies involved has been positive to date.

Edinburgh

Responsibilities- Overall responsibility for Tax Year End Project.- Responsible for maintenance of Tax Codes, including the main changes in April.- Checking P60 documentation and liaising with central mailing ensuring this was issued to customers within a reasonable timescale.- Payment of Standard Life's monthly tax bill to HMRC.Key achievements- Quickly learned about pension contracts and regulations, having previously worked with Life Assurance contracts.- Successfully co-ordinated the Tax Year End project in consecutive years.- Created a centralised Database to store all relevant documentation and procedures for future Tax Year End periods.

Edinburgh

Responsibilities- Manual calculation of premiums for alteration quotes when policyholders wished to alter the term or sum assured of their plan. - Manual calculation of Surrender Values and Illustrative Maturity Values for financial planning.- Comparison calculations for Mortgage Endowment Complaints, enabling customers to compare whether they had been mis-sold an Endowment Contract.Key achievements- Creation of a secure electronic Lotus Notes Database to hold the Manual Calculation procedures, in response to a need for staff to follow the correct procedures.- Rewriting of all the Manual Calculation procedures to standardise the language and approach used in all documentation. This allowed authorised staff to have quick and easy access to procedures and ensured that everyone followed the same process.- These manuals are used by Financial Operations to train new staff, and are used in internal audits to display the processes followed.

Edinburgh

Responsibilities- Testing of applications to issue and collate voting forms.- Identifying policyholders who were eligible to vote and subsequently receive shares in Standard Life.- Testing of applications to issue share information.- Maintain confidentiality of Standard Life's intention to Demutualise.- Update Chief Executive of Standard Life with progress.Key achievements- Member of project team who successfully delivered applications and documentation within a tight timescale.- Standard Life demutualised within their desired timescale.

Edinburgh

Responsibilities- Member of small team of 6 people who had responsibility for identifying, investigating and implementing system improvements.- Work Package Manager for large corporate projects, as well as smaller local projects.- Analysing FSA regulations, and identifying any changes required to current procedures.- Briefing senior managers on regulatory changes and their impact on the contracts and processes.- Drafting communications for issue to internal audiences, and external customers and media. Key achievements- The introduction of new FSA Regulations regarding Protection Policies, which involved numerous changes to procedures at the time. This involved meeting with several senior managers, including the executive team .

Edinburgh

Responsibilities- Administration of Life Assurance contracts, specifically the legal assignation and ownership of contracts.- Alterations of Life Assurance contracts, namely changes to the term, persons assured or sums assured.- Provision of policy information and dealing with policy enquiries received in mail format and over the telephone.- Power of Attorney process, liaising with Standard Life's legal representatives to set up and administer a procedure for policyholder's who had appointed a Power of Attorney to deal with their affairs. - Training new members of staff on each of the above processes.- Intranet editing, creating and maintaining a Training Database, including writing HTML style sheets and templates.- Divisional Communications Team, involving meeting with managers and staff from other areas to discuss the best communication medium to impart relevant information to staff. Key achievements- Creation and maintenance of the structure of the Intranet site to allow staff to have quick and easy access to training procedures relevant to their role.- Implementation of the Power of Attorney procedures.- Various communications to both large and small groups of staff, depending on the information required to be imparted.

Livingston

- Replenishment of Fresh Meat, Dairy and Fruit Produce- Administration of point of sale documentation and price information