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Member's Details

David Shelton

David Shelton is Head of Intermediary Strategic Planning at Clerical Medical with responsibility for supporting IFAs in the development of their long term business and marketing plans. He has facilitated over 100 business consultancy workshops and developed the associated plans for a wide variety of IFA practices.

In addition, David supports a wide range of business and marketing planning activities within the company and was responsible for the HBOS response to CP 121 and associated lobbying. He has written many articles and speaks at conferences on the development of the life and pensions industry, with particular regard to distribution, branding, communications and corporate strategy. He is a Fellow of the Chartered Institute of Marketing and a member of the Market Research Society.

Prior to this David was Head of Marketing Operations with responsibility for the effective operation of the market research, marketing communications, sales development, marketing production, direct and database marketing departments. Before joining Clerical Medical in 1987 he was a lecturer in marketing and business strategy at the Bristol Business School, University of the West of England.

David is married with two children, aged 18 and 21 and lives in Bristol. He enjoys cross country walking and swimming.

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