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Intermediary Wealth Director at Scottish Widows
Scottish Widows has today announced the appointment of Jenny Davidson as Intermediary Wealth Director from October.
Jenny brings over 30 years of experience in financial services, growing adviser platform technology and strategies and leading high performing global and multi-functional teams.
She joins Scottish Widows from Quilter, where she has been Proposition and Commercial Director since June 2022, leading Product & Proposition function and strategy for Affluent segment of the business responsible for platform, investments and advice.
Prior to this, she worked at both Aberdeen and Standard Life, where she played a key role in developing their platform propositions, defining strategies for wealth technology and investment solutions and managing strategic relationships.
Jenny also sits on the Board of UK Platform Association.
Graeme Bold, Scottish Widows, said: “Jenny’s wealth of knowledge and experience of platform strategies and technology will be hugely valuable to Scottish Widows as we continue to deliver our ambitious growth plans. This appointment really highlights our commitment to providing advisers and with seamless and innovative solutions to maximise their clients’ financial goals. I am looking forward to welcoming Jenny to the team.”
Jenny Davidson said: “The Scottish Widows’ growth trajectory and ambition is very impressive, and I will focus on helping to further expand its wealth capabilities in the intermediary market whilst ensuring client outcomes at the centre of everything we do. I am excited to be joining the team at such a pivotal time.”
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About Scottish Widows
Founded in 1815, Scottish Widows is part of Lloyds Banking Group, the UK’s largest digital bank and financial services group. With more than £232bn assets under administration and more than six million customers, Scottish Widows’ award-winning product range includes workplace and individual pensions, annuities, life cover, critical illness and income protection, as well as savings and investment products.
More than two million customers access Scottish Widows products and services through the Lloyds Bank and Scottish Widows apps, in addition to accessing directly through independent financial advisers. The Scottish Widows Platform is trusted by more than 18,000 advisers and 5,400 advice firms, which manage the pensions and investments of almost 166,000 clients.