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News and moves
05
FSA Seminars
Moves
The Financial Services Authority has announced its latest round of seminars
Felstead succeeds Pearson at RBS
for compliance personnel
Graham Felstead has been appointed Director of Intermediary
Covering key issues, the seminars will run from September 2009 until March Mortgages and Direct Brands for RBS Mortgages.
2010, and take place in London, Edinburgh and Manchester. The subjects cov-
He has succeeded Chris Pearson who has made permanent his
ered are: Retail Distribution Review , Equity release, General mortgage,
position as Head of Telephony Strategy for the RBS Group having
Financials/prudential reporting requirement, What does a good firm look
been working in this role since February on secondment.
Felstead will be responsible for managing a team of 220 people
like? Retail Distribution Review professionalism, General investments
including the 100-strong field and phone-based sales team for RBS
Full details and booking information can be found at
Intermediary Partners. Graham has been with the RBS Group for ten
www.fsa.gov.uk/pages/Doing/Events/compliance.shtml years, having previously been the Head of Sales and Corporate
For further assistance please contact Samantha Bennett on 020 7066 5148
Accounts.
Commenting on his appointment, Graham said: “I am delighted to
have been asked to take on this role. Having already had a taste of it
Trigold Roadshow dates over the last four or five months I know I have a great team to work
with. The business has certainly made great strides since Chris has
Trigold has unveiled the 2009 dates and locations for its nationwide interme-
been at the helm and I am committed to continue building our
diary Business Academy Road Shows. These free road shows have been
intermediary offering further. My immediate focus is to push on with
designed to equip advisers with the vital skills, knowledge and tools required
our development of more mortgage and non-mortgage business
opportunities for intermediaries and to look to add value to our
to excel in the modern advisory market. The following dates have been con-
broker relationships.”
firmed with more expected to be added at a later date. 8 Sep Belfast, 22 Sep
Manchester, 12 Oct Chatham, 27 Oct Birmingham, 10 Nov Heathrow, Allianz Commercial boosts key broker team
17 Nov Bath, 24 Nov Exeter, 08 Dec Croydon
Allianz Commercial has announced the appointment of Kingsley Oji to
the role of strategic account manager.
8 September
Kingsley will be responsible for the strategic ownership of
designated broker accounts. Working alongside the relevant key
Director's Dinner – Bristol
stakeholders, he will be a focal point with these customers,
managing and optimising commercial relationships on behalf of
Location: Bristol Allianz Commercial.
Timings:
Commenting on his appointment, Kingsley said: "I am delighted to
Drinks reception: 6.30 pm, Speeches and Dinner: 7.00 pm, End: 9.30 pm
be joining one of the largest commercial insurers in the UK. The
AIFA recognises the importance of meeting with members face to face, keep-
opportunity to work with, and learn from, people regarded as
amongst the best in the industry along with the opportunities for
ing you informed of ongoing concerns and recent developments in the world
personal development, were the key factors in attracting me to this
of regulation, as well as what you can expect in the coming months. position."
This is your opportunity to hear from an AMI Director, gain an update on
Kingsley, who is ACII qualified, joins Allianz from Groupama where
AIFA’s work and the regulatory agenda, whilst giving you the opportunity to
he was a key account manager within its partnerships business
debate topical issues with your peers over a three course dinner.
development team.
Cost: Members – free Non-members – £50 + VAT
Crystal Mortgages appoints Director of
If you would like any further information on this event, please contact AMI
Operations
on 020 7628 1288 or email events@a-m-i.org.uk
Following the successful launch of its unique near-prime commercial
8 September
mortgage product, Crystal Mortgages has unveiled David Parke as its
first Director of Operations.
Director's Lunch – Cardiff
Parke joined the company in October 2007 as Operations Manager
and was instrumental in the formation of the new division, Crystal
Commercial Funding. Previously he held the role of Account Manager
Location: Cardiff at Beneficial Finance, part of HSBC, from September 2006 to
This is part of AMI’s programme of going round and meeting as many mem-
September 2007. Prior to that he was Driver Services Team Leader
bers as possible. Take advantage of this in Cardiff.
at HSBC.
Timings:
Following its launch on April 1, 2009, Crystal Mortgages has
received applications totalling over £40 million from all around the
Registration and Wine: 12.30 pm, Speeches and Lunch: 1.00 pm, End: 2.30 pm
UK for its unique near-prime commercial mortgage product. Parke
Cost: Members – free, Non-members – £50 + VAT,
will report to Roger Dewsbery, who holds the position of Senior
If you would like any further information on this event, please contact AMI Underwriter.
on 020 7628 1288 or email events@a-m-i.org.uk
Martin Davis appointed CEO for Openwork
9 September
Openwork has announced Martin Davis’ appointment as Chief
Executive Officer (CEO) of Openwork Group, where Martin is currently
Director's Lunch – Belfast Chairman.
Martin will succeed current CEO, Keith Carby, who has left
Location: Belfast
Openwork with immediate effect. Following his appointment, Martin
If you live in Northern Ireland, this is your opportunity to hear from an AMI
will step down as current Chairman. The Board, with support of the
Director, gain an update on our work and the regulatory agenda, whilst giv-
Zurich Group, have asked Kate Avery, currently a Non-Executive
Director of Openwork, to assume the role of Chairperson.
ing you the opportunity to debate topical issues with your peers over a three
Prior to joining Openwork, on whose board he has served since
course dinner. Details of the dinner can be found below: January 2006, Martin was CEO, Zurich Global Life Emerging Markets,
Timings:: and was CEO at Zurich International Life from 2004 until 2007. Before
Drinks reception: 6.30 pm, Speeches and Dinner: 7.00 pm, End: 9.30 pm
joining Zurich, Martin worked as Commercial Director at Sesame.
Cost: Members – free, Non-members – £50 + VAT
Martin’s immediate priority will be to ensure Openwork has the
If you would like any further information on this event, please contact AMI
ability to thrive in an environment of evolving regulation. He believes
this may necessitate the establishment of a two-tier distribution
on 020 7628 1288 or email events@a-m-i.org.uk
model to maximise value for customers.
www.mortgageintroducer.com September 2009 Mortgage Introducer
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