Succession Wealth has appointed Andrew Barker as director of proposition to oversee the firm’s employee benefits business.
Barker will be tasked with running the firm’s proposition across several key areas including platform, investment strategy, use of technology and the protection and mortgage offering.
He will also lead on communicating these changes and the unique benefits they bring to Succession’s 180 financial planners, 600 staff and over 17,000 clients.
Barker joined from Standard Life where he was head of advice proposition and delivery for the digital retirement advice business.
He has also held senior roles at Prudential, Lloyds Banking Group and Bank of Scotland.
Succession Wealth’s chief commercial officer Peter Coleman said: “Andrew’s experience and excellent track record in this area complements our focus on continuing to place the client at the heart of all that we do and supports the evolving needs of our clients.
“The quality of our proposition has always been an important differentiator. However, with someone like Andrew at the helm, we will do more to make our offering even more compelling for planners, clients, future clients, and for the firms that we acquire.”
Commenting on his appointment, Andrew Barker said: “Succession is unique in so many ways, but it has always been known for embracing the very best people and technology and offering a superior client experience.
“This appealed to me, and I am looking forward to working with Peter and the wider planner community to strengthen the proposition – building Succession’s reputation as a clear leader in our profession.”
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