Our spokespeople

Paul was appointed Chief Executive Officer (CEO) of Old Mutual Wealth, comprising Skandia and Old Mutual Global Investors, in August 2012. He is responsible for driving the growth and development of the business as an integrated wealth solutions and asset management provider. Prior to this Paul was CEO of, Asset Management, Long Term Savings after joining Old Mutual in January 2012.

From 2008 to 2011 Paul was Executive Director and Head of Distribution at BNY Mellon Asset Management International. Prior to that Paul was Managing Director and Head of Distribution for Gartmore Investment Managers, responsible for all sales, marketing, product development and multi-manager divisions of Gartmore globally.

Paul's extensive background in both asset management and wealth management includes positions as Chief Executive of NatWest Private Bank and NatWest Investments USA as well as three years at Coutts.

Peter was appointed Managing Director UK, when the Skandia businesses merged in September 2012 to form Old Mutual Wealth. Previously Chief Executive Officer (CEO) of Skandia UK, he remains responsible for the development of the business in the UK market.

Peter has over 30 years’ experience working in the Financial Services industry. Prior to joining Skandia in 2008 as Chief Development Officer, Peter was Chief Executive of Bankhall, a leading supplier of support services to financial advisers.  

As Bankhall CEO, Peter was an active member of the AIFA panel, lobbying the FSA, ombudsman, product providers and other market participants on behalf of Bankhall members. He was also a regular spokesperson on panel debates throughout the industry speaking on key industry topics and ensuring that the voice of Bankhall members and the wider intermediary market was heard.

Prior to those roles Peter was an independent financial adviser and Pension Director for a large financial advice firm in Glasgow, Sales Director at Scottish Amicable and Group Distribution Director at Prudential.

Steven was appointed Managing Director, International & Europe, when the Skandia businesses merged in September 2012 to form Old Mutual Wealth. Prior to this Steven was Chief Executive Officer of Skandia International since April 2011. 

Previously Steven worked as Product and Proposition Director for Old Mutual Long Term Savings division and was responsible for expanding the proposition set across the Old Mutual businesses worldwide. He has been with the Old Mutual Group since 1998 and held various senior roles at both Old Mutual South Africa and Old Mutual Asset Managers.

Steven is an actuary and Chartered Financial Analyst.

Michelle was appointed marketing director for Skandia in October 2012 with responsibility for the product, investment and technical marketing functions across the Old Mutual Wealth businesses world-wide.

Previously Commercial Director for Skandia International and with 20 years’ experience in the industry, she has held a variety of commercial positions, both with Skandia and other well-known financial services players. She is a Fellow of the Chartered Institute of Marketing.

Michelle joined Skandia in 1997 and is based in Southampton, England.

Steve began his career with Sun Life (now AXA) working in sales, sales management and specialist pension roles. He moved to Prolific where he became Life and Pensions Development Director before joining Skandia in 1993 to head up the National Account function. Steve headed the new Corporate Partners team in 2010, consisting of Major Account Relationships, Institutional Specialists, Large platform Development Experts and latterly IFA Business Change Managers. Steve sat on the Skandia Multifunds Board between 2001 and 2008, and the Skandia Life Assurance Company Board between 2002 and 2008. Steve was appointed UK Sales Director in October 2012.

In early 2013 James was appointed Director of Investment for Skandia, part of Old Mutual Wealth, to lead its Investment Solutions team. The team is responsible for managing and creating wealth management solutions for the firm’s clients both in the UK and internationally. This includes ensuring the investment integrity of the firm’s research selected fund ranges and managed portfolio services. James is also in charge of the firm’s commercial relationships with its external investment management partners.

Prior to this, James was Director of Investments for Old Mutual Global Investors, responsible for the oversight of the investment integrity of the firm's entire investment proposition.

From 2007 to 2012 James was Chief Investment Officer of Skandia Investment Group (“SIG”) and was responsible for the investment integrity of the firm’s fund range. James sat on the boards of the firm’s regulated fund management companies in the UK and Ireland. He led the firm’s 30 strong manager research and portfolio management team and its commercial relationship with its external investment management partners around the world.

James is a CFA charterholder and Chartered Accountant.

With a financial services background spanning over two decades, Phil began his career with Sun Life (now AXA) working initially in various pension and life administration and management roles. He has subsequently worked as an Independent Financial Adviser and most recently in marketing roles for the international businesses of Zurich, AXA and now Skandia.

Joining Skandia in 2007, Phil has held marketing, product development and investment related roles, specialising in onshore bonds and most notably offshore bonds – particularly those sold back into the UK. As Head of Proposition Marketing at Skandia, Phil is now responsible for identifying, developing and marketing new opportunities across Skandia's UK and international offerings.

Rachael Griffin provides tax and technical expertise for the development of financial planning solutions to UK tax residents, UK domiciles, expatriate as well as international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa. As a technical specialist with over 15 years experience in trusts and tax planning, which includes international pensions, Rachael is a frequent commentator in the trade press. She is a qualified Chartered Financial Planner in the UK, member of the Society of Trust and Estate Practitioners, Chairman of the Legal & Regulatory Committee and member of the Tax committee for the Association of International Life Offices.

Ian Jefferies was appointed Head of Protection for Skandia in March 2012 with responsibility for driving sales, marketing and proposition development. He has over 30 years of experience in the market with both new entrant and established insurers. Throughout this time Ian has regularly contributed articles to the trade press and spoken at industry events.

Adrian joined Skandia in 1989 as Pensions Development Manager, since when his role has continued to evolve within the organisation. He is currently Retirement Planning Manager at Skandia. Adrian started his financial services career in 1977 working with both Schroder Life and Vanbrugh Life in helping to deliver their pension solutions to the adviser marketplace.

He has continuously worked in the pension’s field since that time, developing and specialising in technical support on pension related issues to the financial adviser market and liaising with regulatory bodies on pension related matters. 

Mike Barrett has been with Skandia for 16 years. During this time he has held a variety of roles, all with a platform and ecommerce focus. Most recently he was responsible for the development of our online tools, such as Uskan, and also led the business readiness activities for RDR. Mike is our spokesman for the Skandia Investment Solutions platform and tools.

Phil Carroll has 20 plus years’ experience in sales and marketing within financial services. He has spent the last 12 years with Skandia in various sales, technical and marketing roles across the financial planning spectrum. Phil is a regular contributor to Skandia informer and the trade press, focusing predominately on the UK tax planning opportunities and is a Chartered Financial Planner and a Fellow of the Personal Finance Society.