Assisting FCA regulated IFA's, Paraplanners and Accountants, take full advantage of STM Group PLC/ London & Colonial Assurance flagship Flexible Life Annuity and Flexible Pension Annuity products.Unique in market and with huge USP's vs traditional annuities, these products should be considered by any firm interested in flexibility of investment solutions,- the ability to vary the frequency and amount of any income, plus IHT and succession planning.

Successfully oversaw the smooth migration of 2,500 members from a distressed book. Played a pivotal role in remediating and consulting on non-standard assets, identifying opportunities to upsell additional products and services.Successfully integrated an existing administration team into iPensions' processes and procedures, ensuring a seamless transition. Completed the system migration project two weeks ahead of schedule, demonstrating exceptional project management skills.

Successfully undertook a project to redefine and streamline processes for a leading UK pension provider, resulting in improved efficiency and cost savings. Demonstrated strong planning and organizational skills by scheduling and chairing workshops with subject matter experts. Effectively gathered and analysed information to identify areas for process improvement. Developed clear and concise process maps and procedures that were easily understood and implemented by team members. Completed the project ahead of schedule, demonstrating exceptional project management skills.

Supported investment managers during a major acquisition phase, contributing to the successful completion of the merger. Became the trusted point of contact for the Scotland team, taking on increased responsibility for project-based tasks. Played a key role in training and developing new colleagues, fostering a positive and supportive work environment.

Demonstrated exceptional communication skills by effectively engaging with third-party providers, including big four audit firms, fund managers, and regulators. Successfully negotiated and secured favourable terms for liquidity generation, demonstrating strong negotiation and persuasion skills. Developed and implemented a clear and effective communication strategy that significantly reduced inbound calls to the administration department, improving efficiency and reducing costs. Proactively sought information from de-listed ETCs, showcasing persistence and problem-solving abilities.

Contributed to the development and improvement of Group Investment Principles by conducting in-depth research and analysis of relevant legislation across multiple territories. Enhanced advisor and client outcomes by overseeing the development and implementation of tools to calculate weighted average risk and asset/fund TER. Streamlined the audit process by holding workshops with external stakeholders and improving the format, quality, frequency, and delivery method of detailed management information. Reduced the regulatory burden on schemes by significantly increasing the level of detail provided in management information while reducing follow-up questions at audit. Played a key role in the creation of the corporate actions panel, fostering greater engagement with advisors and clients and aligning with current consumer duty obligations. Delivered presentations to financial advisors throughout Europe, effectively communicating complex investment concepts and building strong relationships.

Joined a rapidly growing company and quickly became a valuable contributor to the team. Restructured and streamlined cradle-to-grave administration processes to improve efficiency and accuracy. Developed and implemented regulatory onboarding templates and processes to ensure compliance with cross-border regulatory obligations. Streamlined member enrollment processes by assigning specific roles to team members and implementing cross-training to mitigate key person dependency. Provided exceptional client service by maintaining regular communication with advisors and addressing their needs promptly and effectively.

Leveraged UK pension expertise to quickly become an expert in overseas pension transfers. Became a trusted point of contact for advisors due to in-depth knowledge of products, legislation, and excellent client service. Expanded professional network by building relationships with advisors and industry professionals.

Reduced the cost of running the in-house defined benefit pension plan by leveraging expertise in service accrual tranches and scheme documentation. Adjusted discretionary benefits to align with scheme rules and ensure the plan's financial health, even during challenging market conditions.

Administered a portfolio of schemes subject to assistance from the Pension Protection Fund or Financial Assistance Scheme, usually subject to a winding up order. Roles included producing benefit projections for normal and early retirement.Pension Equalisation, the splitting of tranches (pre/post 88 GMP, Barber window, post A-day etc), Pension transfers, in and out. Spouse's and other death related benefits. I am familiar with manual calculations for all of the above, further enhanced my knowledge of the UK pensions industry and related legislation.

Administered a large Defined Benefit (Final Salary) Pension Scheme for the Scottish Federation of Housing Associations. This included calculations, varying in complexity, of retirement benefits, early retirements, death claims, beneficiaries etc. I dealt with a varied client base dealing with Scheme Members and Trustees on a daily basis.

A role at a firm local to my area, the involvement in logistics honed my planning and problem solving skills.

I was responsible for the cradle to grave enrolment of new SIPP members, there was also additional exposure to other UK based financial products such as ISA's.As part of a large secondment team based primarily in Cambridge, i worked alongside colleagues of a recently acquired subsidiary to oversee the absorption into the Norwich Union brand.

Involved in the manufacture of Hawk trainer aircraft.Working to a high degree of precision.Reading and understanding technical drawings.Low margin of tolerance.