M&G Wealth hires new Marketing Director with Barclays, Lloyds background

Alex Sword


The Financial Services Forum

M&G Wealth has appointed a new Marketing Director who brings experience from Barclays and Lloyds Banking Group.

Lisa Worley started the role in June, heading up marketing, propositions and insights at the brand. This will include responsibility for positioning in the UK retail market and for adviser and customer journeys, as well as strategic marketing and customer experience.

She joined from wealth management technology provider Asurafin. Prior to that she had worked as Group Head of Marketing at Embark Group, a part of Lloyds Banking Group which offers digital retirement solutions to financial advisers, robo-advisers, retail banks and wealth managers.

She also previously worked for seven years at Barclays Wealth Management, including four years as CMO, with her career also including agency side experience at Wellcom London.

Lisa will report to CEO Caroline Connellan and join M&G Wealth’s executive leadership team.

Caroline Connellan, CEO at M&G Wealth said: “Her deep experience in helping businesses increase their market presence, drive sustainable growth and transform adviser and customer experiences will be invaluable in building the M&G Wealth brand, so it’s known for superior advice and helping customers achieve their financial goals.

“I am confident that Lisa’s experience, energy and drive will be instrumental in helping us to champion advice and advisers as we establish ourselves as a leading Wealth business in the UK.”

Lisa Worley, incoming Chief Marketing Officer of M&G Wealth said: “With deep investment expertise and more than 175 years of experience in helping people manage and grow their wealth, M&G is in a strong position to support the UK wealth market – and the millions of adults who could benefit from financial advice but are not currently receiving it.

“As one of the largest advice businesses in the UK, with a market-leading adviser academy and unrivalled distribution footprint, M&G Wealth is well-placed to help individuals achieve a financially secure future.

“I am really looking forward to working with Caroline and the M&G Wealth team to shape the business for the future, expanding our range of compelling products and services, and growing and strengthening our relationships with advisers and customers.”

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