Regional Development Manager - North East
Tel: 07856 001 757
Paul has 30 years’ financial services experience, including 16 years as a Regional Pensions Manager for Legal & General, where he promoted the brand’s pension proposition via seminars, conferences and workshops around the UK. He also worked for Eagle Star Insurance, which went on to become Zurich, and drove investment from high net worth individuals for private bank Robert Fleming & Co.
The majority of his roles have involved close working with IFAs, and prior to joining TPT, he was a paraplanner at an IFA practice while completing his Chartered Insurance Institute Level 4 Diploma. This allowed him to experience pensions – in particular the decumulation process – from a member perspective, while preparing retirement and cash flow models for income drawdown clients.
Paul’s career highlight is launching a new pension product initiative to 600 of his colleagues, peers and the board of Legal & General at its main annual conference.