
Retail Annuities distribution team
As one of the biggest financial services companies in the UK, we have a highly efficient team to ensure the smooth running of our Retail Annuities business.
Our distribution team specialise in helping you to grow your business through our range of retirement solutions. Keep reading to find out a little bit about who we are.
Strategic Accounts Team
Our Strategic Accounts team works alongside the distribution team and are responsible for wider engagement through dedicated relationships with service providers, networks and professional bodies.




Business Development Team
Here are your regional Business Development Teams who can help with your everyday queries and provide a consultative support to your business.


Basil Anderson DipPFS, Dip CII
Business Development Director - South West England, Wales and Northern Ireland




Kate Cotter
Senior Telephone Business Development Manager - South West England, Wales and Northern Ireland

George Hole
Trainee Telephone Business Development Manager - Central

Kelly Monteiro
Trainee Telephone Business Development Manager - South East

Alice Parker
Telephone Business Development Manager – South East




Non-advised Specialist Accounts Team
Our business development team works alongside the Non-advised Specialist Accounts Team and they are responsible for wider engagement through dedicated relationships with non-advised specialists firms.


