Simon Barwell Email & Phone Number

Isle Of Man

Isle Of Man

Isle Of Man, United Kingdom

Responsible for all marketing activity, proposition development and fund manager relationships.

Isle Of Man, United Kingdom

Cirencester

Directing significant and complex confidential programmes spanning UCIS and Regulation. Budget responsibility ranged between £2.5m and £20m. Management of third party relationships e.g. IFDS & Capita.

Cirencester

Brought in to direct a significant and complex programme (multi-site, multi-country) large scale Capex and headcount, with an initial focus on the introduction of a new business/technology platform - Bluedoor (including anglicisation, product development and migration of pensions, collectives and UK bonds) through BPO rationalisation, integration with.

Cirencester

As project lead I had end to end responsiblity for RDR and RMP including budget and successful delivery. Key stakeholders and interaction were with the CEO, Board member and other senior directors.

Surrey & London

• Key achievements:
• Project lead for a company wide review of customer risk, fund risk rating and risk disclosure across all sales channels for savings and investment products.
• Introduced new approach, processes and methodologies for the assement of customer attitude to risk, fund risk rating and the mapping of customer risk to fund. Involved significant changes to sales process (incl RDR).
• Led the delivery of the approach to risk and UCITS IV (recent European regulation relating to investments).
• Delivered a new approach to risk disclosure including a single generic cross channel customer guide to Investing, new Fund Fact Sheet and a radical approach to Fund Specific Risks.
• Introduced and implemented a process to ensure roles and responsibilities continue to meet governance objectives in terms of customer risk and fund risk across the customer journey (including, product development, 3rd.

Cheshire

Interim Managing Director for an FSA regulated company employing over 100 people. The role included strategic planning an delivery along with day to day management.

St Albans, United Kingdom

Interim Insurance Director responsible for Strategy, Tactics and Operational management of the insurance division.

Midlands

Responsible for Sales strategy and its implementation. Key member of the management team and key developer of the overall corporate strategy. Played a pivotal role in organsational design, change management, turnaround of sales revenue, proposition development and recruitment.

Strategy Consultant within Financial Services with specialist interest in distribution and wraps

Colchester, London And Cheshire

A key member of the Executive team reporting to the CEO of Retail. Lead role in the development and implementation of a customer orientated multi-channel distribution and marketing strategy.

Kent, Zurich Switzerland

Responsible for all customer facing teams within Propeller (Marketing, Sales, Customer Services, and Strategic partnerships). Leadership for team of 22. Member of the senior management team.•Presented initial business proposition to Swiss Life board and secured c£40m funding.•Responsible for development of customer proposition and the Propeller.

Kent, Liverpool

Responsible for Personal Finance Marketing function and member of senior management team.Key achievements: •Assisted in development of UK Plc’s strategic direction.•Project managed development and launch of new menu driven range of Life and Critical Illness products driving annual premium income from £5m to £15m.•Head of UK internet steering group and.

Dorking

• Responsible for all firm’s new product development.Key achievements:
• Obtained DTI approval to conduct general insurance business.
• Researched, designed, developed and implemented firm’s Essential Ability Cover contract, Personal Accident Insurance, and Critical Illness products.
• Developed company policies on long term care, work site marketing and flexible benefits

Salisbury, United Kingdom

Responsible for development and support of life protection products to meetpersonal, business and inheritance tax needs.