Succession Wealth CEO James Stevenson departs after five years

Aviva's Roger Marsden to take over

Isabel Baxter
clock • 1 min read

Succession Wealth chief executive (CEO) James Stevenson has left the firm after five years.

Stevenson, who became CEO of the firm in January 2018 and oversaw the transition of Succession Wealth into Aviva ownership, is retiring to "pursue other interests outside of the financial services industry". The role will be taken over by Aviva managing director of retail UK savings and retirement Roger Marsden, subject to regulatory approval. Marsden will take over as CEO on 1 February whilst Stevenson will leave the business at the end of January. Aviva managing director of wealth and advice Michele Golunska said: "We have ambitious growth plans for our advice business, and I am ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on Employee Benefits

Active workers boost productivity

Active workers boost productivity

12 more productive workdays annually

Cameron Roberts
clock 19 November 2024 • 2 min read
Quarter of businesses not benchmarking benefits: Towergate

Quarter of businesses not benchmarking benefits: Towergate

Towergate Employee Benefits research

Jaskeet Briah
clock 12 November 2024 • 1 min read
Circle Health launches health insurance service for businesses

Circle Health launches health insurance service for businesses

Getting people back to work

Jaskeet Briah
clock 06 November 2024 • 2 min read