Andrew Shepherd
Retirement & Investment Proposition Lead @People's Partnership
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WORK HISTORY
Retirement & Investment Proposition Lead @People's Partnership
Crawley, GB
Consultancy role leading concept design, proposition development and product delivery for a new retirement and investment proposition at The People\'s Pension.
ABOUT ANDREW SHEPHERD
I am a financial services professional with significant experience in strategy and proposition development and delivery across wealth management, protection, individual and workplace pensions. I help companies improve their competitive advantage, customer value and commercial returns through clearer strategies and stronger propositions. I am able to work flexibly, as a permanent, interim or fixed term employee, or as a contractor (outside IR35) through my own consulting firm. My skillset combines strategic logic, innovative thinking, customer focus and commercial awareness with a wealth of real life experience. My knowledge base includes: proposition strategy, proposition design, proposition development, product design, product development, product management, business strategy, strategic development, strategic management, strategic planning, platforms, life cover, individual pensions, workplace pensions, retirement planning, investments, guarantees, online tools, market analysis, competitor insight, customer research, market segmentation, opportunity assessment, channel and distribution strategy. I hold ACII, APFS and Chartered Financial Planner professional qualifications.
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