I believe passionately that Trustee Boards should take a strategic approach to managing their pension scheme. My role at Isio is to develop and lead relationships with Trustee Boards and to act as a Scheme Actuary. I am also part of the senior leadership team managing Isio’s UK Trustee Services business.
The service we have received from Rob and the team at Isio has been nothing short of first class.
I am a very experienced Scheme Actuary and client relationship leader having fulfilled these roles for 15+ years. I am currently Scheme Actuary to a range of UK DB Schemes with assets ranging from £30m to £2bn. During this time I have advised clients on the full range of issues from setting up new DB schemes as part of M&A activity, developing long-term funding strategies, overseeing benefit changes, running member option exercises, and managing schemes in low-dependency or through insurance. I have also acted as an actuarial expert witness in pensions litigation cases.
In my career I have been fortunate to undertake a broad range of roles, within our firm and for clients. This has given me a wide range of skills which I feel have made me a better Actuary. As an example, whilst at KPMG I received commercial negotiation training from Harvard Business School as part of a leadership development programme. I have built on this training over a number of years to hone my negotiating technique. I approach valuation discussions in a collaborative manner looking for win-win scenarios and working to avoid entrenched positions or positional bargaining. As you would expect I am also experienced in the board room with an ability to get to the heart of the issue fast and avoid getting bogged down in technical detail.