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Subject Matter Expert - Wraps incl SIPPs, Collectives, Bonds

Period: 01/09/2005  
Assignment Types: Business Development
Consultant: CT00175
Industry: Financial Services
Sector: Life Assurance
Role Type: Business Consulting
Role: Subject Matter Expert
Country: United Kingdom

This consultant was engaged as Subject Matter Expert - Wrapps incl SIPPs, Collectives, Bonds by a top UK life assurer.

He was responsible for directing the detailed definition of this new wrap solution and creation / definition of the proposition.

  • Direction of the definition of the strategy and principles for a radical new charging structure.
  • Direction of the definition of the complete cash handling mechanisms and processes throughout the wrap proposition.
  • Use of expertise in wrap, DC pensions and collective investment areas to provide SME (subject matter expert) input and guidance to the wider solution in shaping the right proposition for the marketplace.