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CROSS SECTION OF RECENTLY COMPLETED MANDATES
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| .... Senior Management .......................................................................................................................... |
| Head of Sales & Marketing |
Major Life & Pensions Group |
| ................................................................................................................................................................. |
| Employee Benefits Director |
Well established Life and Pensions Company |
| ................................................................................................................................................................. |
| Head of National Accounts |
Leading Product Provider |
| ................................................................................................................................................................. |
| Regional Director |
Niche Life & Pensions groups |
| ................................................................................................................................................................. |
| Distribution Director |
New entrant into UK Life & Pensions sector |
| ................................................................................................................................................................. |
| Head of Investment Specialists |
Leading UK Investment Provider |
| ................................................................................................................................................................. |
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| .... Broker Sales ..................................................................................................................................... |
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27 Broker Consultants
|
New entrant into UK Life & Pensions sector |
| ................................................................................................................................................................. |
| 12 Broker Consultants |
Leading Life & Pensions firm |
| ................................................................................................................................................................. |
| 8 Broker Consultants |
Niche Life & Pensions groups |
| ................................................................................................................................................................. |
| 5 Broker Consultants |
Protection Specialist New Entrant |
| ................................................................................................................................................................. |
| 6 Offshore Specialists |
Global Product Provider’s UK Operation |
| ................................................................................................................................................................. |
| 2 Multi-manager Specialists |
New Entrant |
| ................................................................................................................................................................. |
| 4 Employee Benefit Specialists |
New division within a well established FS Group |
| ................................................................................................................................................................. |
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| .... Marketing .......................................................................................................................................... |
| Head of Marketing Communications |
Large US Life & Pensions provider |
| ................................................................................................................................................................. |
| Investment Product Specialist |
Large US Life & Pensions provider |
| ................................................................................................................................................................. |
| Head of Product Development |
Protection Specialist FS Group |
| ................................................................................................................................................................. |
| Product Development Technician |
Global Life & Pensions Group |
| ................................................................................................................................................................. |
| Market Manager |
Leading Product Provider |
| ................................................................................................................................................................. |
| Life Technical Manager |
Niche player in High Net Worth Market |
| ................................................................................................................................................................. |
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