David Lane

Questioner
DISC Type : c

Chief Executive Officer at TPT Retirement Solutions

Leeds, England, United Kingdom

Overview

David Lane is a strategic business leader with over 35 years of experience, currently serving as the Chief Executive Officer at TPT Retirement Solutions. He progressed internally from CFO and COO to CEO, focusing on M&A, change management, and commercial negotiations. He holds a BA Hons from the University of York.

He has also served as Chair of Trustees for the Stanley Tools UK Pension Scheme and as a member-nominated Trustee for the Jacuzzi UK Retirement Benefits Scheme.

Personality Overview

Value Seeker

Systematic

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Pension Consolidation
He is a vocal advocate for pension scheme consolidation, believing it is key to achieving economies of scale and delivering better outcomes for members.
Value for Money
Frequently comments on the importance of the Value for Money (VFM) framework, arguing it should be the main criterion for scheme consolidation, not just asset size.
DB Scheme Innovation
Leads TPT in developing a full spectrum of solutions for Defined Benefit schemes, including superfunds and bundled services, to improve endgame strategies.

Media Appearances

David Lane - Chief Executive Officer of TPT Retirement Solutions. Featured in TPT Retirement Solutions – Leadership & Governance

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TPT Retirement Solutions appoints David Lane as CEO. Featured in TPT Retirement Solutions – News & Insights

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TPT Retirement Solutions appoints interim CEO. Featured in Pensions & Investments

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Work History

1-2023
Chief Executive Officer at TPT Retirement Solutions
1-2020 - 1-2023
Chief Operating Officer at TPT Retirement Solutions
6-2013 - 12-2019
Chief Finance Officer at TPT Retirement Solutions
9-2010 - 9-2012
Chief Financial Officer at Minster Law
3-2003 - 8-2010
Divisional Finance & Commercial Director at NG Bailey

Education

1982 - 1985
BA Hons from University of York
1975 - 1980
Education details unavailable from Geoffrey Chaucer School

More Information

Social Presence :

Prographics :

Exp : 38 Location : Leeds, England, United Kingdom Job Level : Leadership Designation : Chief Executive Officer at TPT Retirement Solutions
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And David

Personality Compatibility


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