Nick Theobald - Product Technical Manager
Nick Theobald
Product Technical Manager
Retail Annuities , Product & Proposition

Nick’s been with us for his entire career, spending over 35 years helping our customers in many different ways. Since 2019, he’s been a Product Technical Manager focusing on annuities. Previously, he’s also worked as a Conduct Risk Monitoring Consultant, Senior Pension Specialist and Service Delivery Manager, among other roles.

In his current job, he makes sure that our annuities meet FCA regulations, are supported by accurate marketing comms, evolve as the annuity market changes and much else. Most recently, he’s focused on implementing the FCA’s new Consumer Duty, developing our new broker-focused online application system and fine tuning the information that goes to our board.

His time with us has been shaped by his drive to develop his financial services knowledge and share it as widely as possible in practically helpful ways. Over the years he’s achieved a wide range of professional qualifications, and is now a Chartered Financial Planner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society. He’s also built up deep practical management, product, distribution, regulatory and customer care knowhow.

Nick grew up and lives in Hove, and enjoys frequent visits from his children and grandchildren. He’s completed several marathons, though these days enjoys running over more relaxed distances and keeping fit at the gym.

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Joe Mclean - Senior Product Manager

Joe Mclean

Joe manages our three guaranteed income retirement pension products – our Fixed Term and Cash-Out Retirement Plans, and our Pension Annuity. He makes sure they offer everything our customers need, are competitive in the marketplace and meet all relevant risk and regulatory requirements.

 

 

 

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