People on the move - May 2017

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People on the move

The Chartered Institute for Securities & Investment has promoted James Stockdale to global director of learning. Stockdale was previously CISI’s assistant director, qualifications and is experienced in the design, implementation, and management of a range of qualifications, having spent 13 years at OCR examinations board. At OCR he worked with the qualification regulators, including Ofqual, to ensure the qualifications and their assessments were robust and met the regulatory criteria. He then joined Skillsmart Retail, the sector skills council for the retail sector, followed by a role at the Institute of Motor Industry, where he was responsible for the national occupational standards and apprenticeship frameworks.

Specialist and buy-to-let lender Fleet Mortgages has a new business development manager to look after its adviser and intermediary relationships in the south east. Paul Flude, who most recently worked as a self-employed mortgage adviser, has experience in estate agency and worked as a finance broker before becoming a business development manager with CHL Mortgages.  

YFM Equity Partners has hired James Savage as portfolio director. Savage has 12 years’ industry experience and joins from Barclays’ Principal Investments team, formerly Barclays Ventures, where he was vice-president. At YFM he will focus on actively managing YFM’s growth and buyout investments as part of the portfolio team led by David Bell.

Cirencester Friendly has appointed David Macgregor as its new commercial director. Macgregor has over 30 years’ financial services experience, with particular expertise working within friendly societies specialising in income protection. He has been working as a sales & marketing consultant to Cirencester Friendly since January 2015 and was a member of the executive board of the Association of Friendly Societies, now the AFM.

Succession Group has announced a number of new appointments among senior staff. James Stevenson has been appointed managing director, and Sanjay Shah will become managing director of Succession Advisory Services. Stevenson joined Succession in 2015 as group operating director, while Shah started working with Succession Advisory Services in 2010 and sold his advice firm to the group in 2014. Other appointments include Mark Stokes as group proposition and marketing director, Simon Charles as group HR director, Hazel Hodge as Succession Advisory Services membership director, Helen Blackmore as HR head, and Karen King as group head of learning and development.

Workplace pensions provider Now: Pensions has appointed John Rowland as non-executive director to its commercial board, replacing Bo Foged. Rowland, who recently retired from full-time employment after 30 years in financial services, started his career in the UK Civil Service before moving to Australia to join National Mutual Fund Management. He then spent five years as chief information officer at Axa Investment Managers, before moving to Invesco, where he held a range of positions including, European chief operating officer and global head of investment operations.  

Sanlam UK’s wealth division has made three new hires, including Neptune’s former head of distribution Charlie Parker. Parker, who joins in November, will work closely with Sanlam Wealth chief executive John White to help grow the business. Paula Eddery has joined as portfolio manager in the London team and regional manager for the South-east. She was previously head of investments at Thomas Miller and has also been chief investment officer at Broadstone. Katrina Usher joins Sanlam’s management team of financial planning and has previously worked for A J Gallagher and Baker Tilly.

Former LV= pensions head Ray Chinn has joined Nest as head of retirement options. Chinn left LV= in March after 10 years with the firm. Prior to that, he was a product development manager at GE Life.

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