CII director general Sandy Scott said,
“Bob is a highly respected figure in the financial services industry and will bring considerable technical and market knowledge to both SOFA and to the CII director team. A key aspect of his role will be to build on the success of SOFA and to develop the value of its membership proposition.”
Bob Bullivant is an Associate member of SOFA (ASFA), a Fellow of the CII (FCII) and a Chartered Insurance Practitioner. He joins SOFA from Britannic Retirement Solutions where he was corporate development director.
Commenting on his appointment Bob Bullivant said,
"The task ahead of me is to ensure that SOFA membership is seen as the gold standard by financial advisers, consumers, commentators and policy makers.
“I have always believed in the value that a professional body can bring to its membership. As the CII’s financial services arm, SOFA is the largest professional body for financial advisers I relish the challenge of building upon its successes to date.”
Reporting to Sandy Scott this is a full-time position and Bob Bullivant will join the CII’s board of directors. He will also be a member of the SOFA board.
SOFA chairman Nick Bamford is delighted that Bob has decided to take up the important position of managing director of SOFA. He said,
“In a highly technical financial services world it is crucial that we have a polished technician to lead the Society into the future and Bob offers exactly that.”
Bob Bullivant begins his appointment on 23 February 2004. He succeeds Brian Lawless who has relocated to live in Exeter and become business development director with the Jelf Group.
