Vicky Cope Email & Phone Number

Lower Kingswood, Surrey, Uk

• Ensuring lifecycle of assets are managed robustly ahead of the expiry date, meeting compliance policies, and brand and quality standards• Delivering and owning market communications plans for new and enhanced propositions to B2B (clients, consultants, trustees and to the wider market), B2C (members) and internal audiences• Working closely with Central Marketing, Propositions and Product colleagues to understand the offering and associated member journeys focusing on common end investor experience• Delivering and implementing the plans to ensure the successful transition from launch to BAU including Invest@Work, Lifetime ISA, Fidelity Illuminate and FutureWise• Managing and growing relationships with internal stakeholders, contributors, client facing teams, and service providers• Utilising the marketing mix for maximum impact including always on email campaign activity, web, social media, video content, tools, advertising, and product collateral• Managing the project briefing process and ensuring effective oversight of external agency resource for projects• Ensure marketing programmes and materials meet all compliance and regulatory requirements and treats customers fairly

Reigate, England, United Kingdom

• Responsible for designing and delivering marketing materials to support financial adviser initiatives including: automated email campaigns, surveys, social media content, web content, paid and owned advertising, literature, internal briefing packs, key message development, production schedules, events, intranet content, third party solus emails and post-implementation reports• Managed the 2021 Vulnerable Customer Awards post-results campaign and is the lead on the 2022 awards campaign• Managed and delivered the 2021 Voice of the Customer survey project, which generated the most responses since the survey started in 2018• Joint lead in the 2022 FASA awards and the 2022 Customer Vulnerability survey projects (both are in progress) • Collaborated with other members of the Marketing team to plan and deliver projects including: lifetime mortgage medical underwriting campaigns, mortgage product changes, Hootsuite scheduling, copywriting, peer checking automated email campaigns, producing network adverts and proof-reading literature• Worked closely with key stakeholders to plan, write and deliver projects to support Just’s wider commercial initiatives including the 2022 Consumer Vulnerability in Later Life CBT nurture campaign and the new target operating model campaign• Ensured that the lifecycle of assets were managed robustly ahead of the expiry date, meeting Compliance policies, and brand and quality standards

Epsom

• Responsible for the copywriting, design, proof-reading, production and distribution of marketing materials. Ensured that existing materials and content (web and offline) were regularly reviewed, updated, approved etc• Delivered frequent and business critical product launches, withdrawals and updates across mortgage and savings products. Delivered changes to print literature, web content, direct mail, B2B intermediary comms within a pressurised environment with extremely tight timescales• Updating and copywriting content for the Society’s three websites • Jointly responsible for the development and re-launch of the Society’s primary consumer website• Managed the design, production and delivery of the annual customer newsletter• Produced and evaluated B2B and B2C email campaigns, social media content, survey monkey market research surveys and the annual member's questionnaire• Created, managed and delivered comms plans for a variety of B2C direct mailings in collaboration with key stakeholders• Responsible for internal comms, updating the intranet, used Google Analytics to create detailed monthly reports and created content for social media channels• Planned, implemented and monitoring marketing campaigns that helped meet new and existing customers’ needs. Including print and web advertising • Maintained strong working relationships with stakeholders across the business• Ensured all projects were delivered on time, on budget, met the brief, were compliant with brand, FCA, PRA, BCOBS and other regulatory requirements• Deputised for the Marketing Manager, provided PR support, assisted at events and worked with third party suppliers. Commissioned branded merchandising, created customer case studies and trained new members of the marketing department• Organised the 2018 AGM at Epsom Racecourse• Led the project to partner with Smart Money People (a customer review and insight platform for financial services)

Kingswood, Surrey

• Planned, delivered and maintained a wide range of internal and external marketing items in the Workplace Savings division including key features documents, sales aids, application forms, fact sheets, declarations, member booklets, letter templates, tender documents, educational guides, investment material, transfer material, product summaries, awards submissions, press releases, presentations and promotional materials, internal and external email newsletters to colleagues, employers and advisers• Worked in a pressurised environment to a very tight deadline to ensure a new business critical auto enrolment letter was delivered into production on time and on budget• Commissioned and managed the customer research projects to inform the communications and customer journey ahead of new product launches• Successfully delivered 2 re-brands as part of new corporate visual identity launches• Engaged with the digital team to ensure a joined-up customer journey with consistent language and signposting across both online and offline marketing collateral• Composed creative briefs and managed effective relationships with external suppliers including print management, developers, artwork and research agencies• Worked closely with and established effective relationships with key stakeholders including product technical, operations, change, test, compliance, advertising standards, policy strategy, scheme restructures, group financial crime and legal• Commissioned and delivered a postal survey and e-questionnaire to gain feedback about our new style annual benefit statement and ways we could improve this for the customer• Worked with actuarial, distribution, trust services and the wider marketing team to deliver a new marketing toolkit to assist our sales and underwriting teams with decision making

Kingswood, Surrey

• Provided project support to the wider Workplace Savings marketing team and the Marketing Manager• Responsible for re-approvals of existing marketing material• Created and maintained a library of all core marketing materials• Undertook proof reading and auditing for the Marketing Manager• Undertook all aspects of marketing budgets, accruals and invoice payments• Represented the Marketing Manager at project meetings• Ensured that all items were compliant and available in the correct format for internal external customers • Responsible for print ordering and stock control for all core printed items

Kingswood, Surrey

• Expert in new business, transfers, premium allocations, claims, complex enquiries, self-invested transactions, problem solving, reconciliations and error correction on range of money purchase pension products • Demonstrated effective relationships with distribution, employers, advisers and discretionary fund managers• Responsible for a number of schemes with 500+ members and attended client meetings around the country• Represented the team in business transformation projects • Responsible for training new staff and documenting process notes• Demonstrated administration and premium collection interfaces as part of beauty parades

Kingswood, Surrey

Batchelor Of Arts, Theology/Theological Studies, 2:1 Honours

Chartered Institute Of Marketing Professional Certificate Of Marketing, Marketing

Retirement Provision Certificate

Nvq Level 3, Business Administration

Education record

Chartered Institute Of Marketing: Level 4 Professional Certificate In Marketing, Marketing, Level 4 Professional Certificate In Marketing

Chartered Institute Of Marketing: Level 4 Professional Certificate In Marketing, Marketing, Level 4 Professional Certificate In Marketing

Chartered Institute of Marketing: Level 4 Professional Certificate in Marketing