Roddy and Tim will cover the North region, with the aim to support advisers through the upcoming pension changes and beyond, through workshops, forums and one-to-one sessions focussing on practical advice ideas for use with clients.
Tim Mason is a Fellow of the Personal Finance Society, Associate of the Pension Management Institute and Certified Financial Planner. He has more than 14 years’ experience in the financial service market, including a previous role at Skandia. He joins from Just Retirement, where he spent 3 years as Key Account Director.
Roddy Munro is a Chartered Financial Planner and Associate member of the Chartered Insurance Institute. He joins after 24 years at Scottish Widows, where he supported the London and Scotland & NI sales teams and his role included development of the Retirement Account proposition and Scottish Widows’ response to RDR both in individual and corporate pensions.
Commenting on the appointments, Tony Harris, Head of Specialist Sales, Old Mutual Wealth, said: “Both Roddy and Tim have exceptional experience in the pensions market and with less than three months until the pension reforms come into force, I’m delighted to be able to provide even more comprehensive support to advisers during this crucial period.
“The job of our specialists is to take what are very often complex matters and make them accessible for both advisers and their clients and we have seen unprecedented demand for the kind of support they provide.
“Roddy and Tim are joining an excellent team which, with further support from Old Mutual Wealth’s marketing and technical teams, is passionate about helping advisers achieve the best possible outcomes for their clients.”