Sara Pool

Sara Poole has extensive work experience in risk management and compliance within the financial and insurance industries. From 2023, they worked as a Risk & Controls Manager, focusing on Financial Promotions & Marketing Risk at Monzo Bank. Prior to this, Sara held the position of Conduct Risk & Governance Manager at Bupa Global from 2018 to 2023, where they led a team responsible for ensuring that promotions were clear, fair, and not misleading. Sara also oversaw the creation and delivery of customer communications in line with regulatory requirements. Before joining Bupa Global, Sara worked as a Marketing Compliance Specialist at Bupa from 2014 to 2018, where they provided expertise on regulatory obligations and compliance processes. Sara'searlier experience includes roles at Legal & General, where they were an Advertising Standards Consultant from 2006 to 2014, specializing in approving financial promotions. Prior to this, they also served as a Team Manager at Legal & General from 1998 to 2006.

Sara Poole CMgr MCMI, CertCII completed a foundation degree in Chartered Manager level 5 from the Chartered Management Institute between 2019 and 2021.

In addition to their degree, Sara obtained a Risk Management certification from the Chartered Insurance Institute in October 2019. Sara also holds a Cert CII designation from the same institution. Furthermore, Sara has certifications in Mortgage Advice and Practice (CeMAP) 1, 2 & 3 from The London Institute of Banking & Finance. Sara has also completed the Financial Planning Certificate (1, 2 & 3) from the Chartered Insurance Institute. Additionally, Sara has completed diploma-level courses in Long-term Insurance Practice (P02) and Private Medical Insurance Practice (P64) from the Chartered Insurance Institute. The specific months and years of obtaining these certifications have not been provided.