Meet the Team
For further information on each staff member, simply click on their picture.
Chief Executive :- Tony is responsible for the day to day running of the Society as well as implementing the Society's strategies.
Finance Director:- Jamie is a member of the Committee of Management and is responsible for the Society's finance function and regulatory reporting.
Business Development Manager :- Dawn is responsible for the Sales & Marketing activity and Business Development of the Society
Office Manager :- Sue is responsible for looking after our existing clients and managing the day-to-day running of the general office.
Finance Officer:- Sharon works alongside Jamie and is also responsible for looking after our property portfolio.
Business & Client Support Officer :- Curtis is a member of the Business Development Team and is developing intermediary and member relationships. He is now also also co-ordinating major projects, providing compliance support and heavily involved with staff training & development.
Member Services Officer :- Debra manages the CTF and online applications and she is a part of the Member Services Team.
Member Services Administrator:- Andrew is the newest recruit to the Member Services Team.
Member Services Administrator:- Rosie joined us at the beginning of 2015 and is now working in the Members Services Team.
Financial Reporting Officer – Lewis is a member of the Finance Team, with his main responsibilities including the preparation of month and quarter end management accounts and the completion of Solvency II and other regulatory templates.
Megan Carrie is our newest member of staff and is starting out her journey as Apprentice Administrator with Sheffield Mutual