Recent Assignments

Provision of Interim Resource, Consultancy Firm, London

Associate working on-site for client - reviewed and authorised individual benefit calculations for pension scheme members; provided feedback and coaching to permanent staff to assist in skill development; investigated and recommended changes to calculation bases, factors and methods; certified transactions requiring formal sign-off by a qualified actuary; scrutinised pension scheme valuations, issuing reports in conjunction with scheme actuaries; prepared material on new legislation for Trustee/Scheme Administrator training events; prepared compliance reports as required by the Pensions Regulator.

Compliance Risk Assessment, Financial Services Provider, Reading

Assessed existing procedures for compliance with key regulatory requirements; identified shortcomings in procedures, technical documentation and audit trails; proposed and agreed appropriate remedial actions with the client’s management team.

Risk/Quality Assessment, Financial Services Provider, W Yorkshire

Conducted a risk-based sampling exercise and completed it two months ahead of schedule; carried out a quality assurance audit and instigated appropriate remedial action.

Project Consultancy, Financial Services Provider, W Yorkshire

Met project completion target one month ahead of schedule; interpreted regulatory requirements in terms of operational standards and actions; identified process improvements necessary to meet target for project completion; negotiated with the client’s management team to agree procedure changes; increased the productivity of the client’s own staff by personally training them; provided hands-on assistance by carrying out complex calculations.

Provision of Resource, Actuarial Services Provider, Oxfordshire

Associate working under contract for client - applied pensions technical skills to carry out compensation assessments; interpreted pension scheme documentation and Financial Services Authority regulations; reported and explained results to clients and undertook quality assurance checks; mentored associates to develop their skills; supervised staff of data collectors; contributed productivity and quality improvement initiatives.