Liz Buckley FIA MBA

Liz works with Moreda’s clients on some of the critical strategic issues facing management and financial sponsors in the long term savings and investment marketplace. She brings strategic analysis and insight to client engagements together with hands on support in shaping and managing change. Liz’s recent projects have included:

• assessing opportunities and hurdles facing distribution and wrap platforms in the UK, including an assessment of the economic case for advisers, providers and consumers
• creating value from distribution propositions through in-depth understanding of the economics of advisers’ businesses and their requirements and motivations
• developing and evaluating legacy life book options for financial investors, including acting as shadow distribution and operations director in the initial phases of a new venture
• planning and managing corporate transactions, including co-ordination across multiple external advisers and internal teams to drive progress against deadlines

Before founding Moreda, Liz worked with Accenture and with KPMG where she led strategic and change projects for insurance clients in the UK and Ireland. Prior to her consulting career in London, Liz worked for a Dublin based life office, most recently as a product development actuary.