For three years he held the position of Head of Proposition and Implementation at BW, where he worked with the senior leadership team to develop market strategies, establish robust prioritisation processes and project implementation disciplines across the organisation. During this time, he worked closely with BW SIPP on its strategy and projects.
Simon previously worked for Zurich for 27 years, most recently as Head of Zurich's international corporate pensions and corporate risk business across multiple markets globally, including Hong Kong, the Middle East, Luxembourg and the Isle of Man. Prior to that, he was Head of the Zurich UK corporate pensions business along with the UK Corporate Risk team.
Simon has also been a Board Director of several companies, including a SIPP Operator company, a Financial Conduct Authority (FCA) Approved Person, and a non-exec director of a Discretionary Investment Firm (7IM). Before that, he was Head of Propositions for Zurich on the life and pensions side in the UK, including proposition responsibility for retail SIPP business.
An actuary by profession, Simon has also held roles at Eagle Star Life and Allied Dunbar.
Simon has been at BW since 2019 in a cross company role as Head of Proposition and Implementation and is a Principal. Prior to joining he worked at Zurich for 27 years.
Simon enjoys red wine, watching rugby, travel, walking in the beautiful Cotswold hills, staying fit, social tennis, friends and family.
