Russell Peace
Corporate Client Relationship Manager @Origen Financial Services
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WORK HISTORY
Corporate Client Relationship Manager @Origen Financial Services
Farnborough, GB
Using my experience of pensions, employee engagement, financial well-being and retirement income options to help some of the UKs largest pension plans to engage their members in the At Retirement and Transfer Advice services they have appointed Origen FS to provide.Particular success being demonstrated through the roll out of Pre and At Retirement Financial education which is successfully raising member engagement in their retirement plans and developing member understanding of the value of Financial Advice
EDUCATION
City of Portsmouth College
BTEC Business Studies
Chartered Institute of Insurance
ACII, Pensions and Life Assurance
Chartered Institue of Insurance
Financial Planning Certificate 1,2&3
Prince 2
Prince 2, Project Management
ABOUT RUSSELL PEACE
Through Working in the Pensions Financial Wellbeing, online benefits and Healthcare I have built up practical experience both in a virtual and face to face environment of. Financial Wellbeing. Employee engagement. Relationship and Stakeholder Mgt. Retirement planning and income options. Group Risk Benefits. Trust and Contract based DC and DB Pensions. Employee Share Plans (SAYE and SIP). Flexible Benefits. Tax Free voluntary benefits. Occupational Health. UK and International Healthcare. Customer Success Management. Online Pensions, Benefits and Total Reward Statement Implementation I have developed excellent skills in. Relationship management.Project management. Organisation and time management. Stakeholder Management. Negotiation. Implementation. Employee engagement and communication. Customer service and success. Account Management. People management and Leadership. Process improvementMost recently I have been employing my skills and knowledge to fulfil the role of Implementation Manager at Smart Pension where I have been accountable for the Onboarding of New Master Trust sections and acquisitions, and the Migration of Assets, and as Senior Corporate Relationship Manager for WEALTH at work where I was accountable for the delivery of KPIs to achieve growth of a Portfolio of FTSE 100 accounts, designing and managing their virtual, online and face to face retirement planning and financial wellbeing education guidance and advice programmes.Through out my career I have demonstrated a particular aptitude for being very organised and methodical, being a trusted adviser for customers and managing relationships to deliver a service that meets and exceeds the objectives of the customer and my employer resulting in client retention and profitable portfolio growth.Professional Qualifications include. ACII (life and pension). FPC, 1,2 & 3. CF9 Pensions Simplification. Prince2. Diploma in people leadership. Big Rock Strategic Account management certificate
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