W: www.tkp.co.uk
E: info@tkp.co.uk
T: +44 0845 241 2221
Consultant: CT00175
This consultant is a highly motivated, committed and experienced pensions, life and investment business domain expert, senior product and services director, business and IT managing consultant operating at strategic level across all aspects of pensions, life and investment business. He has excellent programme, project and client management skills coupled with experience in the business functional design and development of new e-commerce-enabled IT systems and business infrastructures. He has proven operational management capability.
His key skills include:
- Market-leading product knowledge - domain expert - of the full spectrum of pensions, life and investment products including wraps - current developments, consultations, regulations and industry standards / initiatives. He is fully conversant with all aspects of current, imminent and future planned legislative changes as well as have an intuitive understanding of the pensions and life marketplace - from a regulator, software provider, product provider, fund manager, adviser and consumer angle and possess a unique mix of skills that is generally not seen in a single individual.
- Proposition development – creating compelling propositions for various market sectors.
- Business functional architect of major systems developments, including outsourced third party administration systems.
- Providing strategic board-level direction on future product development and other initiatives to meet market needs.
- Excellent strategic and senior level consultancy skills.
- Excellent detailed business analysis skills, including facilitation skills in running workshops.
- Business development – marketing, sales and commercial proposals, including bid management.
- Programme management and project direction / management, including controlling, estimating, budgetary control.
- Control and management of large budgets across single and multiple projects / developments.
- Client / relationship / account management.
- Complete and comprehensive Customer Services Management, Administration Management and Call Centre Management skills.
- Excellent full range of communication skills, including presentation and interviewing skills.
- Client facing and sales support skills.
- Negotiation skills.
- Organisation skills.
- E-commerce design.
- Detailed knowledge and experience of all stages of the IT development lifecycle.
His Key Skills in Consulting and Design include:
- Strategic consulting, typically at Board or Business Technical Director level. Completed, led and directed numerous consultancy projects at a variety of client sites and covering a variety of business situations. For many years this has been in a managing, leadership and directorial capacity as well as leading by example by often being the detailed business expert in many business domain areas.
- Significant Business Process Re-engineering (BPR) experience, including changes to operational practices, demonstrating excellent business, process, interpersonal, technical skills and a range of consultancy styles.
- Responsible for leading the development (designing – full business architecture) of detailed specifications in all areas of a unique new and complete e-commerce-enabled retail financial services IT platform - life, pensions and investments - covering all aspects from front-end information/processing tools and calculators through a fully-functioning middle layer (including a Wrap charging mechanism) to the full range back-end administration engines, including all required system interfaces to external systems.
- Wrap, Pensions admin systems, investment/dealing systems, illustration/calculation engines (designed and responsible for the delivery of a single universal calcs engine able to support all UK retail financial services products at all stages of the product lifecycle), distribution portals, industry utility services such as commission management, etc.
- All solutions designed and delivered to be capable of operating as industry utilities – a design concept that should be the shape of the future of software development and delivery in this industry but is far beyond most other systems capabilities.
- All solutions designed to operate as web solutions – web design capability used in this capacity in combination with business process and regulatory/technical understanding of all the complexities of this difficult industry to lead the direction of these developments, and applying all STP, workflow and administration management principles to every stage of the functional design, and to outstrip competitors’ offerings.
- Designed systems from both a 'blank sheet of paper' scenario and also from the point of view of extending existing systems into new areas. All systems have always been designed
His key skills in Business Leadership and Operations include:
- Operational management including strategic direction.
- Directing select groups of senior business consultants and managers in line with strategic objectives and providing strategic direction of product and services development and business initiatives, including leading and controlling teams of implementations specialists operating on and delivering a myriad of sophisticated solutions on client sites – software delivery, business restructuring, process re-engineering, etc, and periodic reviews of progress and management of clients.
- Programme and Project Management and Project/Programme Director experience - controlling and estimating, budgetary control for single and multiple developments.
- Ability to build, motivate and lead winning teams to exceed targets whilst operating within budget using motivation, organisation, implementation, project management and change management skills.
His key skills in Business Development and Marketing include:
- Providing product and initiative direction to Marketing and Commercial Directors.
- Initiation of business development and marketing propositions for the entire retail financial services marketplace including leading specific bid teams.
- Designing e-commerce, PC-based and mainframe pension computer systems using detailed knowledge and experience of the entire systems development process.
- Market research, developing innovative new pension products, designing and writing product literature, and developing marketing and sales strategies, tactics and presentations.
- Business technical sales support.
- Preparing bid proposals for industry utilities and a variety of major propositions.
His key Technical skills include:
- Life and Pensions business domain expert. Providing detailed and market-leading expert understanding of all areas of pensions and life (and investments including Wraps), distribution (all current and anticipated future models), ‘hub’ (connectivity) and backoffice administration aspects, including product design, actuarial/calculations designs. Special area of expertise is all aspects of DC pensions, including thorough and intuitive understanding of where the regulations are going and the implications of this on Providers, distributors and software suppliers, allowing me to utilise this in directing and leading expert business consultants in understanding what they need to do in a variety of circumstances.
- Excellent knowledge of the full range of products – in excess of 100 different products.
- Technical product expert in all areas of personal and occupational pensions, and extending to all life, pensions and investment products. Fully up-to-date on all major developments, consultations, regulations and industry standards and initiatives, including Pensions Act, A-day, etc.
- Use of industry ‘networking’ connections amongst L&P Providers, software companies and other consultancies to get in front of the right people at the right time and to get to prepare propositions.
- Integral participation in industry research (CII) and consultation groups to ensure views are at the forefront of where the industry is going, including working closely with various industry standards groups such as Origo, Raising Standards, etc.
His Personal and Soft skills include:
- Ability to communicate effectively at all levels especially at the senior professional and executive levels, including presentations, report writing, production of clear and detailed specification documents, interviewing and all types of training.
- Enthusiasm, committment, self-motivation, determination and persistence and extremely quality conscious.
- Displaying a high degree of integrity at all times.
- Problem solving - creative/original thinker. Analytical skills - data gathering/research. Structured questioning. Interpersonal skills. Facilitation. Negotiation. Interviewing. Management - leadership and organisational. Coaching and mentoring
- Designed and built own unique house in spare time.
- Managed and led the teams with which I have been associated with over many years.
Commercial Details
Rate: 750 (£ per day) - Available from date: 5 June, 2006
Company worked for...
- Fidelity Pensions Management
- Marlborough Stirling Group
- Wealth Management Software Plc
- HISL and Aqera
- Norwich Union
- Prudential
- Sapiens (UK) Ltd
- Friends Provident
- AXA
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Recent assignments...
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Qualifications and skills...
- Acting as a change agent
- Context Diagramming
- Conflict Management
- Critical Success Factors
- Life Cycle
- Managing PFI initiatives
- Personnel Management
- Prince 2
- Requirements management
- TeamFlow
- Chartered Insurance Institute
- Chartered Management Institute (MCMI)
- Complying with regulatory requirements
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Knowledge Library
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