Press Release - July 2020


Neilson Financial Services (NFS), UK provider of direct to consumer life insurance, has bolstered its recently created Partnership Team with the addition of 2 new hires.

Charlotte O’Brien, previously Business Development Manager at Cignpost, who won Protection Review’s ‘Young Achiever of the Year’ 2019 and is shortlisted for Cover’s ‘Young Insurance Person of the Year’ 2020, joins NFS this month as Partnership Business Development Manager. James Howell, previously Senior Product Manager at ActiveQuote, joins as Partnership Account Manager. Both Charlotte and James will report to Pippa Keefe who started earlier this year in the new role of Partnerships and Strategy Director to focus on developing the partnerships channel.

Pippa Keefe comments ‘I am thrilled to announce these recent additions to my team which is focussed on expanding our distribution within the partnership and advice segments. Charlotte and James bring great energy and enthusiasm to their new roles and I’m confident they will help us secure and nurture important new partnership relationships.’

Charlotte adds ‘Having carefully considered my next career move, I’m really excited to be joining the NFS team at such a pivotal time in their development and look forward to helping achieve their ambitious partnership growth plans.’

On the rationale for expanding the Team, Pippa continues ‘I believe that our recently launched protection comparison service Choozi, allied with an unparalleled range of in-house functions such as IT development, digital marketing and omni-channel call centres make NFS highly attractive to new partners. Taken together with exceptional product management and established relationships with leading global insurers, our range of propositions means we are ideally positioned to open-up new distribution channels. The addition of Charlotte and James will help us drive forward our ambitious growth plans in the partnership space.’

Founded in 2012, Neilson Financial Services (NFS) is a UK specialist provider of life insurance currently selling thousands of proprietary policies per month in the UK*. NFS provides insurance products directly to consumers via the retail brands British Seniors and Smart Insurance as well as offering a partnership proposition including white-labelling capability. Having a full suite of distribution and policy administration capabilities in house, as well as a bespoke, proprietary IT platform, means NFS can offer closely synchronised online and call centre operations to provide a complete omni-channel customer experience. NFS offers a fully advised protection service through its independent advice business, Neilson Place launched in May 2020 as well as a direct to consumer protection-only comparison service ‘Choozi’, launched in June 2020.

NFS was founded by Gavin Donnelly, who previously co-founded Greenstone Financial Services (GFS) in 2007 which is now the largest life distributor and aggregator in Australia, selling 10,000 policies per month. GFS represents 42% of the direct life market (61% of media driven new business) and 45% of the aggregator market through its ‘Choosi’ brand.*

*All figs as at end April 2020

This information is for authorised intermediaries only and should not be presented to, or relied on by, retail customers. It is approved and issued by Neilson Financial Services Limited. Neilson Financial Services Limited is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register under reference 594926. Registered Office: Landmark Place, Windsor Road, Slough, Berkshire, SL1 1JL. Registered in England and Wales, number 07986483.