Bio
Credentials
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Accredited Professional Trustee
Pensions Management Institute (PMI)May, 2024- Apr, 2026 -
Certificate in Pension Trusteeship
Pensions Management Institute (PMI)Oct, 2021- Apr, 2026 -
Financial Planning Certificate
Chartered Insurance InstituteFeb, 1996- Apr, 2026 -
Scheme Actuary Practicing Certificate
Institute and Faculty of ActuariesJan, 2001- Apr, 2026
Experience
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Ireland
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Financial Services
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100 - 200 Employee
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Trustee - Irish League of Credit Unions Republic of Ireland Pension Scheme
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Aug 2023 - Present
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Chair of the Board of Trustees - Irish League of Credit Unions Northern Ireland Pension Scheme
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Feb 2023 - Present
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APT Advisory
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UK
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Director
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Mar 2021 - Present
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UK
Strategic pensions advice to trustees and sponsors of pension schemesIndividual actuarial adviceQualified professional trustee with over 30 years' industry experienceAdviser selectionExpert witness
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United States
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Human Resources Services
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700 & Above Employee
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Head of Settlement Consulting and Scotland Market Leader / Office Head
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Sep 2017 - Nov 2020
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Principal & Senior Consulting Actuary
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Mar 2017 - Nov 2020
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Head of Settlement Consulting
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Mar 2017 - Sep 2017
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Mercer
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Belfast, United Kingdom
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Principal
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May 1995 - Jan 2017
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Belfast, United Kingdom
Actuary delivering pragmatic advice and risk management solutions to both corporate sponsors and Trustees of pension schemes.Specialist bulk annuity broker designing bespoke solutions for pension schemes seeking to insure defined benefits pension liabilities.Senior Practicing Actuary at Mercer in BelfastMy approach is to work in a collaborative and relaxed manner as I seek to deliver straightforward, practical solutions to complex pension issues, working in strategic partnership with my clients.
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Sedgwick Ulster Pension Trustees Limited
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Belfast, United Kingdom
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Director
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Jan 2015 - Dec 2016
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Belfast, United Kingdom
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The Link Family and Community Centre Limited
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Newtownards, United Kingdom
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Director / Treasurer
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Oct 2005 - Nov 2011
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Newtownards, United Kingdom
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Marsh Mercer Pension Fund
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London, United Kingdom
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Director
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Dec 2003 - Dec 2006
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London, United Kingdom
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Education
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Institute and Faculty of Actuaries
Fellow -
1984 - 1988Heriot-Watt University
Bachelor of Science (BSc), Actuarial Science
Suggested Services
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Industry Focus. “Financial Services”
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