Marketing Consultant +44 7584052401

roger@rogeredwards.co.uk

Make Sense Partners Ltd. The Basement, 44 Melville Street, Edinburgh, EH3 7HF www.makesensepartners.co.uk

Working with Make Sense Partners

Our business is strategic reviews and delivering proposition, marketing and distribution design for the financial services industry. We are focussed on individual and group protection and have a track record for innovation. Our strength is empathy with our clients because each Make Sense Partner was a practitioner, working in the industry at all levels within multichannel distribution, marketing and actuarial disciplines. Always at the forefront of emerging paradigms we continue to influence the market through our publications and podcasts.

The Partners

Andy Peters: An award-winning strategic Distribution Director experienced in the sales, marketing and distribution of health and wealth solutions within the financial services sector. Click for Andy’s LinkedIn Profile. Roger Edwards: A highly strategic Managing Director and Marketing Director with particular experience in the sales, marketing and development of a wide variety of financial products. Click for Roger’s LinkedIn Profile. Nigel Bradshaw: Nigel is a potent initiator and deliverer of change, able to adopt a strong leadership position if required. He has vast experience of all aspects of writing life and health protection business. Click for Nigel’s LinkedIn Profile.

Make Sense Partners Offer ►Strategic Review ►Proposition, Marketing and Distribution Design

Sales Process

Distribution Strategy

Sales Technologies

Conduct and Regulatory Risk

Strategic Review, Insight

and Planning

Marketing Planning

PR, Social Media and Content

Product Simplification, Design and Development

TCF

Actuarial Modelling

Pricing

Reinsurance

Underwriting

Mortality Scoring

Big Data

Marketing Consultant +44 7584052401

roger@rogeredwards.co.uk

Make Sense Partners Ltd. The Basement, 44 Melville Street, Edinburgh, EH3 7HF www.makesensepartners.co.uk

Our Experience

New Business Start Ups: Roger and Andy were two of the founding Directors of Bright Grey. Nigel worked on establishing Axa Protection.

Mergers: Prolific with Scottish Provident, and Scottish Provident with Royal London.

Change Management: Franchise Sales Model within Bright Grey. Shift to Content Marketing approach within Royal London.

Product Development: Roger and Nigel were co-inventors of the “Menu of Protection” product model. Many other propositions across many brands.

Strategic Planning: Working at Board level we have led strategic planning and created annual and five year strategic plans including vision, mission and proposition.

Bancassurance: Directed the Santander Tie to Royal London’s protection range.

Direct to Consumer: Developed an aggregator based direct to consumer protection proposition for Bright Grey.

Integrated Marketing Campaigns: We have led many award winning marketing campaigns in the UK Intermediary Market.

Regulatory: Andy and Roger were FCA “Approved Persons” at Royal London.

We invite you to tap into our combined 80 years’ experience in the Financial Services Industry.

Our promise to you We work with you, taking care of your brand values, to help you achieve your goals. Our goal is your goal – a simple process to create a credible strategy without the distraction of day-to-day concerns.

Ambition driven: We’ll align our engagement firmly into your business ambitions.

Collaborative approach: We’ll work with you, not do “things” to you, from day one. We’ll work within your design and change style/approach. We’ll take care of your culture and reputation.

Access to the Market: We have superb relationships into the sector and we have the experience and gravitas to get conversations and engagement at the right level.

Access to Experts: We have access to the appropriate partners and experts who we can involve on a "needs" basis to support the development of our proposals.

Confidentiality: We have a high regard for your confidentiality. It’s more important to us than leveraging our relationship in a promotional capacity.

Stakeholder Engagement: We’ll ensure effective engagement with key stakeholders to include leadership, Partners and Third Party Suppliers.

Contact us andy@makesensepartners.co.uk roger@makesensepartners.co.uk nigel@makesensepartners.co.uk Make Sense Partners Limited. Registered in England number 09048879. Registered Office: Dale House, Tewitfield, Carnforth, Lancashire LA6 1JH.