About Us
Clive Waller - Chairman
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Clive held positions in sales and marketing over 25 years with Scottish Amicable and Zurich Insurance. He was Investment Sales Manager and Sales Director at Zurich Life and Group Director at ZIFA. He became Managing Partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research, with his wife, Monica, to provide data and advice to insurers, fund managers and specialist consultancies.
Clive is well known for his work in the platform sector, especially the publishing of detailed research studies. He part wrote and published the first book on platforms, “The adviser guide to platforms and the provision of advice.” He conceived of and promoted the first major platform industry event, “The Adnitor UK platform awards in association with CWC Research.”
Clive has an MBA from Wolsey Hall Oxford, with distinction, and is an associate of the Personal Finance Society.
He is a regular feature writer and speaker at industry events.
Website: www.cwcresearch.co.uk
Phone: 01730 269629
Email: clive@cwcresearch.co.uk
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Malcolm Small - Management Board Member
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With a background in Law, Heavy Engineering, and public Administration, Malcolm has specialised in all aspects of management in Financial Services at senior level for the last 15 years. Classically trained in marketing at Marketing Centre Europe in Brussels, he has also operated as a Marketing Director in I.T., preparing software applications for market and following through to product delivery. A highly experienced Project Sponsor and Manager, he has delivered a number of high budget business-critical projects and new business operational builds. He has also worked at senior level in process led, system rich environments.
More recently, he has specialised in the regulatory, technical and operational aspects of pensions. A recent past Chair of the Investment and Life Assurance Group, a trade body, he also has a strong presence in public affairs and public policy work within Financial Services. He is a frequent speaker, and author, on industry topics.
Website: www.lyncombeconsultancy.com
Phone: 07989 500771
Email: malcolm.small@lyncombeconsultancy.com |
Peter Le Beau - Management Board Member
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Peter Le Beau has worked in the financial services industry for over 30 years and is one of the best known speakers and writers in the business. Although Peter’s career has been largely spent in reassurance, he has extensive experience in business to business marketing and in helping clients to think in original ways about their marketing approach. Peter’s success in helping Swiss Re to develop its proposition in the UK has given him an enviable network of contacts throughout the marketplace. Peter believes that business should be fun without sacrificing professionalism and has a keen sense of humour which is very much in evidence in the advice he dispenses to clients.
Peter has worked or consulted in the US, South Africa, Asia and European life markets.
Peter has established the net-work, a highly successful standing conference in financial services which meets four times a year. Further details can be found at www.the-net-work.org.
Website: www.lebeauvisage.co.uk
Phone: 01279 319850
Email: peter@lebeauvisage.co.uk |
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