Jane Cross

Experience and Specialisms

I’m a Chartered Accountant and have worked in the Financial Services industry for 20 years. Throughout my career I have worked within a number of different areas, including: network distribution, general insurance, general insurance broking, reinsurance and change management.

Previous Roles

I’ve previously worked for Dial Direct for four years. As financial controller, I ran the finance team. After this I worked at Jelf Insurance Brokers as finance director. During the three years I held this position, I was responsible for client money and treating customers fairly (TCF).

Our Business

Our proposition is feature rich and includes embedded sourcing. We’re committed to being at the forefront of digital transformation, utilising the strengths of both human and machine to deliver transformational advice for customers. We pride ourselves on accelerating innovative solutions to drive positive customer experiences.

Key Business Values

I think there are lots of values that leaders of businesses in every walk of life have. In order to use those values, every leader should have integrity and determination. So that the business and the people around them will succeed and work to the best of their abilities. For me determination and integrity are important ones, amongst many others.

Work Mantra

“Make the right decision and then make the decision right.” – Unknown

I believe in being decisive and then making the decisions that you take work for your business.

Motivation

I like finding out new things and value the joy of learning. New knowledge can always be applied to make continuous improvements. Seeing people around the business using skills and talent to introduce new ideas is always exciting.

My Vision

My vision for Personal Touch is to be the network best known for looking after customers and members, whilst helping families of the UK on their lifelong financial journey.  I’d also like us to remain personal throughout, and maintain our good relationships with all the stakeholders we have. We want to continue to generate safe, sustainable profit based on a foundation of good advice. Our focus on quality has benefits to all stakeholders, including members, providers, lenders and, of course, the customer.

We’re also looking forward to further growth by helping our members to grow. A key part of this is developing technology and continuing to improve processes – small changes can have big impacts.