Ashley Carr Email & Phone Number

Peterborough, United Kingdom

Peterborough, United Kingdom

Key ResponsibilitiesResearching and analysing client-facing literature to identify customer promises and undertaking detailed testing to ensure that products operate in accordance with the literature. Compiling comprehensive reports summarising how products should function, highlighting and risk-rating any issues and unfair contract terms identified and recommending appropriate solutions. Auditing of other analysts work, presenting reports to a monthly management committee and deputising… Show more Key ResponsibilitiesResearching and analysing client-facing literature to identify customer promises and undertaking detailed testing to ensure that products operate in accordance with the literature. Compiling comprehensive reports summarising how products should function, highlighting and risk-rating any issues and unfair contract terms identified and recommending appropriate solutions. Auditing of other analysts work, presenting reports to a monthly management committee and deputising for the team leader.Key Achievements:•Thoroughly researched and analysed all customer facing product literature enabling the accurate recording of all customer promises made and any potentially unfair contract terms•Completed detailed verification of the processes undertaken to ensure that the products operated in accordance with the promises made•Utilised Microsoft Office applications to identify sample policies to be used in the process verification allowing unusual product features and complex calculations to be thoroughly checked•Completed calculations to assess whether any conflicts between the customer literature and current practice resulted in any policyholder detriment resulting in the computation of the financial cost of any conflicts•Summarised the customer promises made, the process verification undertaken and issues identified resulting in a comprehensive product report with recommendations on how any issues should be resolved•Presented reports and recommendations clearly and concisely within senior management meetings and recorded the discussions undertaken enabling the accurate recording of all issue resolution decisions •Used excellent telephone and face to face skills liaising with Outsource Service Providers to improve the speed and efficiency of the review process and was selected to make presentations as part of a skilled persons review Show less

Peterborough, United Kingdom

Key ResponsibilitiesReviewing and setting terminal bonus rates on a half-yearly basis. Analysing claims data on a quarterly basis to ensure compliance with published scales. Maintaining, updating and improving various Conventional With-Profit (CWP) and Unitised With-Profit (UWP) programs and spreadsheets.Key Achievements:•Completed and helped improve the process of reviewing and setting CWP terminal bonus rates on a half-yearly basis enabling compliance with agreed… Show more Key ResponsibilitiesReviewing and setting terminal bonus rates on a half-yearly basis. Analysing claims data on a quarterly basis to ensure compliance with published scales. Maintaining, updating and improving various Conventional With-Profit (CWP) and Unitised With-Profit (UWP) programs and spreadsheets.Key Achievements:•Completed and helped improve the process of reviewing and setting CWP terminal bonus rates on a half-yearly basis enabling compliance with agreed tolerances and the Principles and Practices of Financial Management. •Analysed CWP and UWP data on a quarterly basis to ensure claims were paid within agreed tolerances to ensure that customers were treated fairly•Completed the analysis of lapse and paid-up rates on a half-yearly basis and recommended future assumption changes to enable accurate future reserving calculations to be completed •Summarised and analysed the results of half-yearly valuations leading to the accurate recording of the affect of individual assumption changes and the overall results based on the selected assumptions •Monthly analysis of policy fees and expenses to ensure that all policy fees and expenses were within agreed tolerances Show less

Peterborough, United Kingdom

Key ResponsibilitiesResponsible for assessing cases and where appropriate performing loss calculations in accordance with the guidance regulating the Pensions Review.Key Achievements:•Analysed data provided by different sources to determine its relevance and accuracy enabling loss calculations to be completed using accurate information•Analysed the scheme information for both final salary and money purchase schemes resulting in the use of the appropriate scheme… Show more Key ResponsibilitiesResponsible for assessing cases and where appropriate performing loss calculations in accordance with the guidance regulating the Pensions Review.Key Achievements:•Analysed data provided by different sources to determine its relevance and accuracy enabling loss calculations to be completed using accurate information•Analysed the scheme information for both final salary and money purchase schemes resulting in the use of the appropriate scheme, benefit structure and level of membership •Completed complex loss calculations by inputting the acquired data into a calculation program and analysing the results to ensure that the policy, scheme benefits and overall results were as expected•Audited other technicians’ calculations and provided appropriate feedback enabling all calculations to be of a consistently high quality •Provided training to other technicians and team members improving the knowledge of others and improving overall efficiency Show less

Peterborough, United Kingdom

Peterborough, United Kingdom