Simon Willoughby Email & Phone Number

Isle Of Man, United Kingdom

Managing Director of a finance sector consultancy firm specialising in the international life sector.Acuity is back. Same name, slightly updated logo and tagline, but essentially the same business with a few tweaks. http://www.acuity-consulting.co.ukThe original Acuity business focused on a broad range of cross-border marketing activities covering all aspects of the international finance sector. This time, international life insurance is the sole focus with an emphasis on market insight and analysis. On the website and supporting materials the tagline for the new Acuity business is:‘Life Market Intelligence’Why is Life Market Intelligence' important? The cross-border nature of the international life market has always made it difficult to get reliable data on which to base sound business decisions. Over several years, Acuity has proved itself adept at getting under the skin of the international life sector to help its clients deal with the key issues impacting it, utilising a variety of factual, researched and anecdotal information. The other change in approach is a result of the focus on Life Market Intelligence, and the need to create some scalable within the business to handle the demands some clients are likely to have in implementing Acuity’s recommendations. The solution to this scalability issue is 'Acuity Network Partners', a group of experienced market professionals that have worked with Acuity over many years, and have proven competence in the international life market. Collectively these Acuity Network Partners cover a broad range of support service functions including actuarial, customer research, tax planning, distribution development, brand design and digital applications. Please take a look at the website. There you’ll find all the information you require, the range of services available and how to get in touch.I look forward to starting and resuming conversations with you.Simon Willoughby

Isle Of Man, United Kingdom

Head of Proposition at a specialist UK offshore life insurance business Following the decision of AXA to sell its offshore life company to Life Company Consolidated Group (LCCG) in April 2016, I was responsible for the rebrand of AXA Wealth International to Utmost Wealth Solutions, a deal that was completed in October 2016. During this time I was also Co-chairman of the Distribution & Marketing Committee at the Association of International Life Offices, hosting trade body conferences on topics such as Brexit and global regulatory developments.

Isle Of Man, United Kingdom

Head of Proposition at the specialist UK offshore life insurance business within AXA Wealth.In mid-2012 I returned to corporate life with AXA Wealth International. Over the next 5 years I was part of the senior management team at a major offshore life company based in the Isle of Man that was focused on HMRC-compliant investment solutions for UK high net worth individuals. Heading-up the proposition and marketing function, I drove through a range of developments during a period of major regulatory change in the UK market. During this time I:Launched the award-winning investment product Delegation™ designed to meet the needs of high net worth individuals and the discretionary fund managers advising and investing their clients’ assets. Established and managed the proposition/marketing function within AXA Wealth International and recruited a team of 15 staff covering the proposition, marketing, PR/Comms, technical/tax, market research and actuarial pricing functions.

Director and Partner of a finance sector consultancy firm specialising in cross-border financial services.After a short time at Marsh, I re-joined two former colleagues from Scottish Provident International to form Acuity Consultants, a business that was focused on cross-border finance sector marketing and strategic solutions. Acuity worked with life company, bank, fund manager and fiduciary clients based in Dublin, Luxembourg, Guernsey and the Isle of Man, and many of their international outlets in the Middle East and Asia-Pacific. During my time with the original Acuity business I:Formulated market entry and exit strategies for life companies with interests in several major European, Middle East and Asia-Pacific markets;Developed and facilitated a new product development strategy in Dubai, Singapore and Hong Kong on behalf for a syndicate of leading life companies regarding an alternative regular savings plan;Designed and implemented bespoke business process solutions including a methodology for assessing external asset links to investment product wrappers;Drafted regular market analysis publications for individual client companies plus cross-border life trade body AILO, commenting objectively on market trends; Appointed guest lecturer at the Dublin Institute of Technology in 2007 running 4 modules of their Diploma in International Life Insurance programme.

Isle Of Man, United Kingdom

Chief Executive Officer of a composite brokerage firm.After Scottish Provident International was acquired by Abbey National, for 15 months I became the CEO of the Marsh general insurance and financial services brokerage on the Isle of Man.

Corporate Development Manager for an international cross-border life company.In 7 years at the offshore subsidiary of Scottish Provident Institution in the Isle of Man, I completed a range of international assignments including the establishment of:A foreign branch of an Isle of Man life company in Hong Kong, the first western company to do so after the handover to China in 1997;The first authorised representative office of an overseas life company in Dubai;A marketing services company in the Republic of South Africa.

Liverpool, United Kingdom

As a graduate entrant, over a period of nearly 10 years I gained experience in a variety of roles including broker sales, personnel, overseas strategic planning and the management of a group pension field force.

Ba (Honours), Economic History

Economic History

'A' Levels History, Geography & English (B,B,C)