Richard
Petrie

WHO I HELP 

Small Companies. Owner Managed Businesses. SMEs. Larger Companies.  

HOW I HELP 

Company Pensions. Group Life Assurance. Private Medical Insurance. Wider Employee Benefits.  

SECTORS/SUPPORT 

Across all sectors.  

“I ABSOLUTELY LOVE WORKING HERE.” 

Richard Petrie is a Senior Manager within our Employee Benefits team. He works with a diverse portfolio of clients, providing technical knowledge on a wide range of workplace benefits including pensions, life assurance and private medical insurance. And if there’s one thing that he’s good at, it’s  spotting an opportunity to save a client money. 

Based in Aberdeen, Richard works closely with clients to ensure they’re offering employees the right benefits at the right cost. And an important part of that is being able to benchmark that against what their competitors are offering. Above all else, he’s a people person – who can get on with anyone and knows how to read a room.  

DELIVERING MORE  

“An ideal client is someone I can build a deep relationship with – both the decision-makers and the people I work with day-to-day. Because it’s not just about offering them a service, getting them to pay for a service and then delivering that service. It’s also about showing the real value of the service you’re delivering. For instance, I can find a pension scheme that’s a good fit for a client. But it’s all the support I provide in the background to provide information and communicate that to employees that will really make everyone’s life easier.” 

KEEPING IT SIMPLE 

“Like anything in life, if I can save a client money, or flag up issues before they become a problem, that will help me cement a strong working relationship. It’s a good feeling from my side, and it’s a good feeling from their side. But probably what gives me the greatest satisfaction is being able to talk to my clients about employees benefits and help them understand what I’m talking about! Like the time I sent one of my clients a four-page brochure about a salary exchange scheme. I got a call saying, ‘The brochure is great, but can you tell me in plain English what it all means?’ The fact that I could explain it all in simple and straightforward terms made life easier for my client. And ultimately, that’s what I’m here for.” 

BRINGING THE FUN  

“I think AAB is such a good firm. Even if we’re up against some of the bigger players, we’ve got nothing to fear. Because we know we can deliver a better job at a better cost. And you won’t get passed from pillar to post with us – someone will take ownership and get the job done.  

When I left my last job to join AAB a client said to me, ‘I’m going to miss you so much, because you actually made pensions seem fun.’ That was so great to hear. And it’s a comment that still resonates with me today.”  

GOING FOR GROWTH  

“I love working here. Absolutely love it. We’re constantly growing and that creates opportunities for us all. With each new business we acquire or merge with, we get new introductions, opening up geographical areas we haven’t previously worked in, or sectors that are new to us. And that has a knock-on effect for me and everyone else in my team because we can grow and develop too. For me as a person and for the company, it’s an incredibly exciting time to be a part of AAB. And even more than that, it’s a brilliant place to be.”