Alex McCallum

Relationship Director @Scottish Widows

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Relationship Director @Scottish Widows

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Edinburgh, GB

EDUCATION

1998 — 2002

University of Stirling

Bachelor of Arts (B.A.), History and Politics

SKILLS

Report WritingEmployee BenefitsMarketing CommunicationsFinancial ServicesCrmBusiness DevelopmentWealth ManagementInvestment StrategiesRelationship BuildingFinancial PlanningRelationship ManagementStrategyCustomer RetentionCustomer ServiceGovernanceClient PresentationBuilding RelationshipsPensionsAutomatic EnrolmentRetirementBusiness Relationship ManagementResolving ConflictsInvestmentsManagementInsurancePortfolio ManagementLeading MeetingsProject ManagementStakeholder ManagementPension FundsClient DevelopmentPresenterNegotiationSalesCustomer SatisfactionRetirement PlanningBusiness Strategy

ABOUT ALEX MCCALLUM

A rich and varied 23 years working for Scottish Widows across many areas of the business: operations, marketing, sales, and now as a senior leader in Workplace Savings Distribution. For 7 years between 2019 and 2025 I transformed our Bid and Proposal function to enable the delivery of ambitious growth targets for the business. I am now back in front line client management leading the North of England and Scotland relationship team responsible for retaining and developing our key workplace pension client relationships.I have an excellent track record or managing key customer relationships in the workplace market, leading pitch teams and a deep technical specialism.

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Alex McCallum — Relationship Director at Scottish Widows in Edinburgh, GB | Unifers