AREAS OF EXPERIENCE

Lead Relationship Consultant

Client Engagement Management

Business Development

Pension Accounting (UK &

International GAAP)

Mergers & Acquisitions

Interpretation and Advice on

Legislative Requirements

Advice and Lead in relation to

Commercial Negotiations

Preparation and Reviews of Terms

of Business & Client Contracts

Benefit Reviews

Implementation of Benefit

Changes

Communications of Pension

Arrangements & Changes

Staff Consultation Exercises

Staff Coaching

Team Management & Leadership

QUALIFICATIONS & EDUCATION

Fellow of The Institute & Faculty of

Actuaries: 1999

Scheme Actuary 2003-2010

BSc(Hons) Mathematics: 2nd Bristol

University 1990

A Levels: 3 Grade As

Special levels: Distinction & Merit

A/O Level: Grade A

9 O Levels: Grade A&Bs

PERSONAL SUMMARY

Over 23 years’ experience working as an Actuarial Consultant for

top tier multi-national advisory firms in London, including 16

years at KPMG.

Specialisms include Lead Consultant and Advisor to Trustee

Boards and Sponsoring Employers for all aspects of Defined

Benefit and Defined Contribution pension arrangements.

Significant experience working on and managing multidisciplinary

projects, as well as report writing and presenting. Highly

motivated, diligent and resilient. Strong ability & very passionate

about maintaining & developing strong professional

relationships.

KEY SKILLS & ATTRIBUTES

Highly educated, numerate & IT proficient.

Deep and wide experience: proven professional skills.

Very diligent and conscientious.

Very articulate: excellent written & oral communication skills

Significant business negotiation and commerciality skills.

Immense resilience to manage a myriad of projects within

tight timescales, maintaining a great sense of control,

enthusiasm, humility & humour.

Proven ability to build relationships at all levels through

professional & open approach, with considerable integrity,

credibility and gravitas.

Highly regarded ability to motivate & lead teams, focusing on

teamwork and results.

Determined, incredibly focussed & dedicated.

Strong eye for detail & very thorough, with ability to consider

materiality & the need for pragmatism as relevant.

Deep and wide range of industry contacts.

KEY ACHIEVEMENTS

Fellow of the Institute of Actuaries.

Successful proven ability to act in Regulatory role as Scheme

Actuary for variety of clients in different sectors.

Integral part of client teams nominated for, and winner of,

several Client Service Awards at KPMG.

Progression to senior associate director at KPMG.

Developed and led KPMG Pensions’ first major pensions’

corporate advisory client generating fees of circa £1m pa.

Substantial audit experience reviewing pension aspects &

entries of corporate accounts for FTSE 100 clients.

Participated in a published open discussion organised by

‘Corporate Finance’ magazine.

EMPLOYMENT HISTORY

(1) Employer Various ad hoc consulting projects

Position Management Consultant

Dates From/To May 2013 to date

Role & Responsibilities

Several business advisory projects, principally for Partner (& friend) at multinational law firm.

Assistance in business development areas for newly established actuarial firm, headed out of Mumbai.

Several property transactions and ventures including property refurbishment projects, management of

residential property.

(2) Employer KPMG LLP - Risk Consulting

Position Executive Advisor – Financial Risk Management

Dates From/To February 2011 to April 2013

Role & Responsibilities

Business development: project management and co-ordination of a large scale exercise taking a number of

new products & initiatives to existing clients & targets, to maximise opportunities & revenues.

Extensive project management, team leadership and communications, in dealing with internal staff (at

Partner & Director level) together with clients and targets at all levels.

(3) Employer Jardine Lloyd Thompson Plc

Position Regional Director

Dates From/To January 2008 to October 2010

Role & Responsibilities

Heading up a team - both experienced and less senior consultants providing a wide range of pension

consultancy services to a portfolio of clients.

Working collaboratively with clients - on their sites to assist them with on-going technical and non-technical

(eg communications with staff, consultation exercises) projects, report writing, supplier selection & on-going

relationship & performance management against agreed service level targets / parameters.

Project management - range of technical & other multi-disciplinary projects.

Team management - coaching, setting objectives, monitoring performance against agreed objectives,

identifying & implementing training & development needs, recruitment & retention, team building skills.

Benchmarking projects - providing clients with wide range of benchmarking information & analysis to help

them assess how their pensions & total reward arrangements compare with their industry competitors.

Managing, developing & leading client relationships - to ensure clients’ expectations are met or exceeded.

Drawing up, reviewing, issuing and managing to their conclusion, terms of engagement contracts.

Budget management - monitoring & communicating how our departments were progressing vs targets.

Exploring new business opportunities – developing, new products to meet market demand and needs.

Lead consultant to portfolio of clients - ensuring smooth, collaborative, healthy professional relationships.

(4) Employer: KPMG LLP - People Services

Position: Associate Director

Dates From/To: February 1994 to October 2007

Role & Responsibilities: As for JLT, with the addition of significant involvement in Merger &

Acquisition and Audit review projects.

(5) Employer & Position: William Mercer Ltd & Assistant Actuarial Consultant

Dates From/To: October 1990 to February 1994

References available on request