Stephen Watson Email & Phone Number

Solihull, GB

Leading Natwest Cushon’s thought leadership and policy stance to help shape our proposition, influence change in the wider pensions industry and improve the financial future of our pension customers.

Portus was sold to Aon and my role from date of acquisition was to assist with the successful integration of the Portus business into the Aon infrastructure.

As Commercial Director, I was responsible for the management and development of Portus Online which included our Flexible Benefits and overall Online proposition. In addition, I was responsible for the on-going development of our pensions proposition and overall pricing.My primary focus was to continually develop and keep the Portus proposition as market.

Solihull

• As Head of Defined Contribution (DC) for Alexander Forbes (now JLT Benefit Solutions) in the UK, my primary focus was to redesign the existing proposition to the extent that it would become both market leading and RDR.
• Product and Service development.
• Pricing
• RDR Compliance
• Management of The Annuity Bureau
• Sales and Marketing

South Africa

• I was recruited to set-up a new employee benefits risk company on behalf of Glenrand MIB and Hollard Insurance, to compete in the growing risk financing market. The company was quickly successful and secured major.
• The set up and day to day management of the business
• Creation and implementation of business plans
• Cross-sell into the two major corporate shareholders
• Overall financial management
• Sales and marketing

South Africa

• I was appointed to the board to take-over responsibility for marketing and new business. Responsibilities included:
• Marketing
• Public Relationships
• New Business Growth for the national employee benefits company
• New Business Growth for the actuarial and consulting divisions
• The management and development of the financial planning department