Daniel Thomson | Transformation Product Owner - Advice & Guidance
Lloyds Banking Group

Daniel Thomson, Transformation Product Owner - Advice & Guidance, Lloyds Banking Group

Daniel is a Product Owner for Financial Planning & Retirement within Group Transformation at Lloyds Banking Group. He is responsible for defining and delivering the customer journey for advice and guidance across wealth management, investments and pensions. 

Prior to his move to the UK nine years ago, Daniel was an Associate Director at Macquarie Bank in Australia where he managed the financial and general business operations of Macquarie Wealth Management.

Daniel’s 15 year career in the financial planning and investment industries has covered all aspects of the customer and business lifecycle with a focus on digital transformation and providing customers with valued service propositions.


Wealth 2.0 Day 1 - 28th November 2018 @ 15:00

How should financial planning adapt to a multi-stage life?

  • Expansion of investment solutions to the mass market
  • The impact of the introduction of pension freedoms, auto-enrolment and a shift from defined benefit to defined contribution pension schemes
  • Lessons learnt from the past for moving forward with retail investment advice
last published: 27/Nov/18 11:35 GMT

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