The Role

Reporting to: Chief Executive Officer (CEO)

Responsible for: Strategy, Policy development, Research and Insights

  • The Strategy & Insights Director is a non-voting member of the Board, sharing corporate responsibility for strategic planning, corporate policy-making and the delivery of Board objectives, through providing; Strategy, Policy development, Research and Insights.
  • To be the Director lead for developing the strategic Corporate Plan for the SFGB and its future.
  • To support the CEO and SFGB Board on the strategies necessary to help “Change the Dial” in this country for Money, Debt and Pension guidance. This key role will look initially to work with the CEO to deliver the integration of the three services into one new SFGB organisation and then focus on the major strategic policies and thought leadership areas of e.g. Debt, Debt respite, Pensions, Pension reforms, Savings & Money, Consumer Protection etc and also the strategic delivery or current debt, money and pension service provision to customers, and look to new ways of strategically offering more consistent service offering to customer nationally.
  • As part of the Board, to help develop our overall strategies to achieve our strategic aims across; Pensions, Money and Debt guidance and our leadership role in Financial Capability of the nation.
  • To take complex strategic issues effecting the SFGB and help show new pathways/options to solutions that are affordable, joined-up and deliverable, and to communicate in concise reports to the Board/stakeholders clear recommendations.
  • Help ensure the organisation is respected both by its employees and society. Help ensure that as an organisation we are trusted to get things done and spend money wisely.
  • To lead on research, insights and thought leadership for the SFGB and actively engage with key stakeholder to try and build strategic thought alignment.
  • To work closely with the Chairman, Non-Executive Board, CEO, Executive team and also key Government agencies such as HM Treasury and Department for Work & Pensions (and others like Education) along with the FCA, employer groups, our supply-chain partners and other key stakeholders etc for strategic solutions that will likely lead to changes in our service offer, Levy funding levels in future years, and behavioural changes in the country to help with guidance re problems around debt, money and pensions.
  • To develop strategies particularly looking to support those in our society who are likely to be more vulnerable and especially who need our help and guidance. Strategies that are grounded in purpose and outcome, but also accompanies with planning and financial modelling.
  • To develop strategies that look to make our nation financially capable and more aware over time, to help people avoid scams and to plan for their financial future life, where changes in circumstances may adversely impact their level of debt, available pension income etc. Such development must include looking to educate children and adults throughout their life.
  • To manage and lead on the SFGB strategy (concerning debt, savings and pension services) for liaison with the devolved nations and gain strategic agreement by all parties to what SFGB delivers, the budget allocations etc.
  • Establish and maintain an acute awareness of differing local, regional and national Strategy and Research related interests and that of Govt. agencies, including our partners in our sector.

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