
Jerry is the Workplace Savings Director at Scottish Widows within Lloyds Banking Group, leading a business that supports over 4.8 million customers to save for retirement through their employer-sponsored pension schemes.
Jerry brings extensive expertise across Insurance, Pensions, and Investments. His previous roles include Longstanding Director, where he prepared Scottish Widows’ legacy product portfolio for Consumer Duty, Strategy Director, and Head of M&A.
Before joining Lloyds Banking Group, Jerry started his career as an Army officer in the Parachute Regiment, earned an MBA from INSEAD, and spent a decade in Investment Banking – both in markets and M&A advisory.