Experience

• 

  Alternative DB risk transfer consultancy

  • Huddersfield, England, United Kingdom

  • Consultancy/Product launch for alternative DB risk transfer options

    • Jul 2020 - Present
    • Huddersfield, England, United Kingdom

    Recent projects in 2021-24 for a few startups in the DB settlement industry include the following:1. Sales channel mapping, segmentation and prioritisation with establishment of a contact management process.2. Diagnostic on market demand, internal capacity and origination strategy including creation of interactive tool to test scenarios before landing on optimal approaches on targeting strategy and internal operational processes.3. Scoring tool for objective assessment of incomming opportunities with automated coaching advice generated which will improve the chances of a successful transaction or conclude the need to walk away.4. Fully automated process for producing transaction documentation from initial discussion follow up through to contracting. The aim was to quadruple transactional capacity for the customer concerned for the same headcount and instill consistency and accuracy.5. Creation and content of an online knowledge base to drive greater self-selection ability by DB Trustees and sponsors on how to prepare and transact with a DB superfund.6. Go to market strategy, design and execution, for a new investment product7. Soundboarding a new buy-in product and options for targetting and sales channel management.8. Pipeline oversight tool providing full MI and performance statistics on progression of each opportunity, together with monitored transition rates between stages. This also provides the ability to split between introducers, opporrunity type, industry sector, type of sponsor etc. The MI will underpin the long term relationships with introducers and support a continuous efficiency improvement programme.9. Assessment of DB settlement products and market demand through 2022-2025 and beyond. Deep dive consideration of current products and those in development to assess the likely gaps in the market.10. Vision, values, brand, 10-year strategy and investor deck created for a new entrant to the risk transfer market.

• 

  PSF Capital Services Limited

  • Director Strategy & Innovation

    • Sep 2022 - Feb 2024

    as per previous consultancy role

• 

  DISRUPTIVE CAPITAL LIMITED

  • Remote

  • Origination

    • May 2022 - Sep 2022
    • Remote

    Disruptive Capital operates in a number of industry sectors, including the provision of financial support to DB sponsors and DB trustees as they navigate along a guided journey plan to any settlement destination.

• 

  The Pension SuperFund

  • Remote

  • Origination

    • Jul 2020 - Jul 2022
    • Remote

    PSF is a DB settlement destination. Disruptive Capital operates in a number of industry sectors, including the provision of financial support to DB sponsors and DB trustees as they navigate along a guided journey plan to any settlement destination.The two role are potentially in conflict and as such I will not carry out both for the time being.

• 

  Clara-Pensions

  • Remote

  • Strategic Relationships Lead

    • Jan 2019 - May 2020
    • Remote

• 

  Mercer

  • United States
  • Professional Services
  • 700 & Above Employee

  • Partner

    • May 2003 - Dec 2018

  • Growth Leader UK Retirement & Partner

    • Jan 2016 - Dec 2017

• 

  Mercer

  • Leeds, United Kingdom

  • North Market Leader

    • Dec 2010 - Jun 2013
    • Leeds, United Kingdom

• 

  Towers Perrin

  • Senior Consultant

    • Apr 2001 - May 2003

• 

  Mercer

  • Senior Consultant

    • Sep 1989 - Apr 2001