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Our People
| Malcolm Small - Managing Director |
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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 20 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. He spent 14 years with Norwich Union, latterly at operating Board level in Life and Pensions, and 5 years at Merchant Investors, a specialist high net worth investment and pension provider in Bristol.
More recently, as Managing Director of Lyncombe Consultancy, he has specialised in the regulatory, technical and operational aspects of pensions, and a wide range of other retail financial services. With a particular interest in, and experience of, Distribution in the UK, he has been involved in a number of initiatives building new businesses in this field. A past Chair of the Investment and Life Assurance Group, a practitioner trade body, he also has a strong presence in public affairs and public policy work. He is a frequent speaker, and author, on industry topics, Chairing a wide range of industry meetings and conferences.
Malcolm has undertaken research in pensions through The Pensions Report and is Chairman of The-Pensions-Net-Work; a membership based standing conference in the Net-Work series.
He is Director of Portfolio and Retirement Planning at the Tax Incentivised Savings Association, leading the work of the Association in Pensions, Distribution and Platforms. He is also a Non-Executive Director of B&CE Insurance, provider of pensions and financial services to the construction industry.
In addition he is a Senior Policy Adviser on Pensions at the Institute of Directors and a member of the Advisory Council at The Pensions Regulator.
Relevant web links:
www.iod.com
www.tisa.uk.com
www.lyncombeconsultancy.com
www.the-pensions-net-work.com
Mobile: 07989 500 771
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| Peter Le Beau - Associate Director |
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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 |
| Andrew Lloyd - Associate |
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Andrew has over seventeen years consulting experience, including eight years working with PA Consulting and Logica as past employers. His track record reflects a wide variety of consulting assignments at a senior level within major international organisations in the UK and Australasia - predominantly in the retail financial services sector. In the last 10 years, and for a variety of blue-chip clients, he has taken responsibility for leading several complex programmes of work including, Strategic Market Planning, Post-Acquisition Integration, Business Process Engineering and Organisational Performance Improvements.
In what is becoming an increasingly competitive environment, Andrew maintains an in-depth understanding of the market dynamics and the drivers for change in the UK Financial Services sector. He is an active member of a number of organizations in a position of influence within the sector, and possesses deep knowledge of the processes necessary to obtain effective results from client assignments. |
| Jerry Davison - Associate Director |
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Extensive experience of strategic business improvement, Preperation of business plans and prospectuses, fast growth management and has raised finance across the board, from business angels and banks to VCs and a $60 million flotation on Nasdaq. Has broad commercial, operational and IT experience in both MD and FD roles and has worked in the USA and Africa as well as the UK.
He provides services as a "virtual" Finance Director for growing business; advice and assistance for companies seeking to raise capital, or moving toward and Initial Public Offering.
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| Patricia McSherry - Business Manager |
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Patricia is Business Manager for The Lyncombe Consultancy Limited. She has
a wealth of business experience gained through her varied and interesting
career history. Formerly a Regional Manager for Reed Employment. Patricia
brings finely honed commercial and organisational skills to the practice.
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