Richard Lloyd

Richard Lloyd has extensive experience in investment strategy and management within the financial services sector. Currently, Richard works at Scottish Widows in Workplace Investments, a role held since August 2021, after serving as an Investment Proposition Manager at Aegon. Prior positions include responsibilities at Scottish Widows focusing on workplace investments, and as Head of Investment Strategy at Zurich UK, where Richard developed investment solutions for both retail and corporate propositions. Richard's career also spans roles at Zurich, Irish Life, AXA Wealth, and Friends Provident, emphasizing the development and management of investment propositions, fund delivery, and marketing support. Educational qualifications include an MBA from The Open University Business School and a BSc in Accountancy from Cardiff University.