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.
• 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

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.
• 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.
• 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

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.
• 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

Peterborough, United Kingdom

Peterborough, United Kingdom