Edinburgh Archives

Graeme Bold

Managing Director, Workplace and Intermediary Wealth

Graeme has over 25 years’ experience in financial services and most recently was appointed Managing Director, Workplace and Intermediary Wealth at Scottish Widows in September 2024. He is responsible for leading the workplace savings and intermediary wealth businesses, developing strategy, distribution and propositions to market as well delivering digital solutions to customers, advisers and partners.

Prior to Scottish Widows, he was Operations Director at M&G Prudential and held a variety of directorial roles at Standard Life for 20 years covering retail platforms and workplace pensions through RDR, Auto-enrolment and Pension Freedoms. Graeme is a Fellow of the Institute of Actuaries and also holds positions as Board trustee and chair of the Finance committee at Sight Scotland.

Jenny Davidson

Intermediary Wealth Director

Jenny has over 30 years of experience in financial services, growing adviser platform technology and strategies and leading high performing global and multi-functional teams.

She joined Scottish Widows from Quilter, where she was Proposition Director, leading the Product & Proposition function and strategy for the Affluent segment of the business responsible for platform, investments, and advice. Prior to this, she worked at both Aberdeen and Standard Life, where she played a key role in developing their platform propositions, defining strategies for wealth technology and investment solutions, and managing strategic relationships.

Jenny also sits on the Board of UK Platform Association.

Ross Easton

Head of Platform Propositions

Ross has extensive technical experience in platforms, investments and technology development. Prior to joining Embark/Scottish Widows, Ross spent thirteen years with Standard Life, Standard Life Investments and abrdn, where he initially led the design of the Standard Life response to the Retail Distribution Review before becoming Head of Proposition for the Standard Life Wrap platform.

Within LBG he leads the Embark, Scottish Widows, and Stocktrade Share Dealing propositions with a collective purpose of delivering value for investors and enabling access to advice through the provision of market-leading solutions to UK financial advisers.

Ross is also a key media spokesperson for the Scottish Widows Platform, regularly taking part in industry debate on the future of the market, innovation and the role of technology.

Gareth Davies

Pension Specialist

Gareth Davies is the Pension Specialist for Scottish Widows, dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 30 years’ experience in the life and pensions industry working for major product providers, and over 15 years’ experience as a pensions specialist. Gareth regularly speaks at industry and trade events and he is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

Caroline Miller

Strategic Partnership Director

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Maria Kilpatrick

Intermediary Distribution Manager (South)

Fiona Hailstones

Neale Smith

Investment Platform and Technical specialist

Gavin Jobson-Wood

Investment Development Manager