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Steven Scales

Proposition Director, Retirement @Canada Life UK

Folkestone, GB
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Proposition Director, Retirement @Canada Life UK

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London, GB

Responsible for leading retirement propositions covering later life lending (SMF18) and retirement incomeLed multi-disciplinary project teams from UK business lines to ensure successful implementation of Consumer Duty across proposition, pricing and distribution functions

EDUCATION

1994 — 1996

Chartered Insurance Institute

Diploma in Financial Planning

1989 — 1990

Chartered Insurance Institute

Diploma in Medical Underwriting

1986 — 1989

Chartered Insurance Institute

Chartered Insurer

SKILLS

Regulatory ComplianceInvestmentsManagement ConsultingCompliance ManagementBusiness PlanningBusiness StrategyStrategyNegotiationProgram ManagementBankingRisk ManagementProposition DevelopmentProduct DevelopmentStakeholder ManagementBusiness TransitionInsuranceDue DiligenceChange ManagementBusiness Relationship ManagementInvestment StrategiesMergers & AcquisitionsNew Business DevelopmentCorporate GovernanceFinancial RiskAsset ManagementManagementStrategic Financial PlanningBusiness AnalysisBusiness Process ImprovementBusiness TransformationBusiness DevelopmentWealth ManagementEnterprise Risk ManagementStrategic PlanningFinancial PlanningPortfolio ManagementLeadershipLife InsurancePensionsFinancial Modeling

ABOUT STEVEN SCALES

Highly effective financial services professional with strong track record operating as senior executive and independent consultant. Senior manager and FCA approved person for a number of life companies, wealth management and retail financial services firms and is a Chartered Insurer.Thoughtful, pragmatic leader combining excellent strategic, analytical and communication skills with proactive, “can do” attitude to deliver improved customer outcomes, robust standards of governance and sustained competitive advantage.Highly experienced in designing, leading and implementing new propositions, transformational change and internal control frameworks.

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