Daniel Handsley Email & Phone Number

Edinburgh, Scotland, United Kingdom

Helping to develop and test a range of pension scheme asset, liability, and risk models to ensure model output is accurate and products are high quality and usable. This includes both functional testing (business logic and calculation methodology) and non-functional testing (user experience and system performance).Using business knowledge and experience to help shape the way models are developed and tested, and to ensure Hymans Robertson keeps pace with evolving technologies and client… Show more Helping to develop and test a range of pension scheme asset, liability, and risk models to ensure model output is accurate and products are high quality and usable. This includes both functional testing (business logic and calculation methodology) and non-functional testing (user experience and system performance).Using business knowledge and experience to help shape the way models are developed and tested, and to ensure Hymans Robertson keeps pace with evolving technologies and client needs. Show less

Edinburgh, Scotland, United Kingdom

Took ownership of the delegation and production of actuarial work for nominated Trustee and Corporate clients in my portfolio. This included technical calculations, drafting advice papers, setting and negotiating budgets and delivering advice directly to clients.Participate in client meetings and calls, either leading them or supporting the Scheme Actuary or Client Manager. Used this to build strong relationships externally with clients and third parties, and internally… Show more Took ownership of the delegation and production of actuarial work for nominated Trustee and Corporate clients in my portfolio. This included technical calculations, drafting advice papers, setting and negotiating budgets and delivering advice directly to clients.Participate in client meetings and calls, either leading them or supporting the Scheme Actuary or Client Manager. Used this to build strong relationships externally with clients and third parties, and internally with my colleagues.Took on responsibility for developing colleagues on Aon's Early Careers programmes.Identified and implemented service improvements where appropriate, and ensured appropriate legislative, regulatory, business and professional standards were followed.The role required exceptional client service, either directly to Aon's clients or in support of senior team members. The role also required a strong mathematical background and the ability to explain technical solutions clearly. Show less

Edinburgh, United Kingdom

Bright Light is the largest provider of relationship counselling in Scotland. Bright Light aim to offer, develop and co-ordinate a counselling and family therapy service for people of all ages living in Edinburgh and the Lothians and to develop activities that support and promote the well-being and mental health that is the basis for healthy relationships.In my role, I have taken responsibility for:Oversight of finances of Bright Light: working alongside the CEO, finance… Show more Bright Light is the largest provider of relationship counselling in Scotland. Bright Light aim to offer, develop and co-ordinate a counselling and family therapy service for people of all ages living in Edinburgh and the Lothians and to develop activities that support and promote the well-being and mental health that is the basis for healthy relationships.In my role, I have taken responsibility for:Oversight of finances of Bright Light: working alongside the CEO, finance manager, and finance sub-committee to ensure month to month operations are running as planned.Presented the Treasurer's report to the board and other attendees of Bright Light's AGM, held on 26th January 2019. Also presented my advice to the trustees at the charity’s away day held in July.I also took responsibility for opening a new bank account for the charity, necessary due to the recent name change to Bright Light Relationship Counselling. Having a new bank account helps Bright Light to manage better financially, as well as making the charity more competitive in the grants application process.I presented updates to the board on the financial performance of the charity on a quarterly basis. This involved talking with the Finance Manager and CEO to investigate income and expenditure, and analysing the data to explain this to the rest of the board in a succinct and helpful way.I regularly kept in contact with the board and CEO to address matters arising, both relating to finance and other matters. As a trustee my responsibility is also to be aware of other issues affecting Bright Light, and to prepare for board meetings by reading all agenda items in advance, and giving my input when necessary. Show less

Edinburgh, United Kingdom

In my role as an Actuarial Analyst, I own and manage a portfolio of clients, scheduling my time to match my clients’ targets.I request and collect the necessary data from the pension scheme trustees or the employer. I format the data and analyse it using Microsoft Excel or specialist actuarial software e.g. Superval along with my own numeracy and problem-solving abilities. I identify any anomalies in the data or causes for concern. I liaise with all stakeholders (scheme… Show more In my role as an Actuarial Analyst, I own and manage a portfolio of clients, scheduling my time to match my clients’ targets.I request and collect the necessary data from the pension scheme trustees or the employer. I format the data and analyse it using Microsoft Excel or specialist actuarial software e.g. Superval along with my own numeracy and problem-solving abilities. I identify any anomalies in the data or causes for concern. I liaise with all stakeholders (scheme actuaries, trustees, employers, IFAs, auditors, and pension scheme members), and draft final reports which are then checked by pensions actuaries. I am responsible for the invoicing of all my work and in managing the after care for clients, including answering queries on the report, explaining technical pensions information, and fulfilling requests from auditors of the pension scheme.I am competent in drafting reports for pension schemes under GAAP standards including FRS 102, IAS, and FASB ASC 175. I follow department policies in drafting these reports, ready to be checked by the pensions actuaries I work with, before being returned to me to issue to the client.I also have experience in drafting key documents for pension schemes, including annual reports, transfer value guidance reports (i.e. providing the scheme actuary's recommendation for the financial basis to be used when quoting transfer values for members of the pension scheme) , letters containing values of the annuities in accounts (i.e. the value of pensions paid from annuities held by the scheme, and the total value of annuities held by the scheme) , and data analysis reports (i.e. a breakdown of the common and scheme specific data held by the pension scheme). Show less

Edinburgh, United Kingdom

Support the Pension Actuaries in the provision of actuarial advice and valuationsOwn and manage a portfolio of clientsReview, re-design and implement process improvements, including the creation of complex spreadsheetsCommunicate considerately to encourage open dialogue and respectful working environmentReflect the company’s core values through demonstrating positive behaviours in relation to my objectives and all stakeholdersTake ownership of my own… Show more Support the Pension Actuaries in the provision of actuarial advice and valuationsOwn and manage a portfolio of clientsReview, re-design and implement process improvements, including the creation of complex spreadsheetsCommunicate considerately to encourage open dialogue and respectful working environmentReflect the company’s core values through demonstrating positive behaviours in relation to my objectives and all stakeholdersTake ownership of my own development by ensuring that I have a clear and defined development plan that I continually review and work towards. Show less

Livingston

Responsible for producing statistics and writing reports to support the work done by the Scottish Government. Reports were written to help explain the importance of key statistics, by using minimal technical language to ensure that all readers could understand the messagePerformed diligent checking of own and colleagues’ work to ensure all outputs were accurateAnalysed data using SAS and advanced Microsoft Excel skills, including using VBA and Macros, VLOOKUP, and other advanced… Show more Responsible for producing statistics and writing reports to support the work done by the Scottish Government. Reports were written to help explain the importance of key statistics, by using minimal technical language to ensure that all readers could understand the messagePerformed diligent checking of own and colleagues’ work to ensure all outputs were accurateAnalysed data using SAS and advanced Microsoft Excel skills, including using VBA and Macros, VLOOKUP, and other advanced Excel functionsCarefully adhered to the UK Statistics Code of Practice as well as the Data Protection Act in working with highly sensitive data relating to the wellbeing and personal information of children and young people Show less

Preston, United Kingdom

Given the independence to manage my own supplier, creating monthly delivery schedules, analysing & creating monthly metrics for team and management use. Attended management meetings as well as supplier conference calls and meetings, giving my own input to discussions when necessary & taking minutes.Helped colleagues to simplify their monthly metric calculations which will help the business to be more efficient and save man-hours in the long-term.Rated ‘outstanding’ by my… Show more Given the independence to manage my own supplier, creating monthly delivery schedules, analysing & creating monthly metrics for team and management use. Attended management meetings as well as supplier conference calls and meetings, giving my own input to discussions when necessary & taking minutes.Helped colleagues to simplify their monthly metric calculations which will help the business to be more efficient and save man-hours in the long-term.Rated ‘outstanding’ by my manager during the internship, the highest rating possible.Awarded the Nimrod Award for my contribution to the internship programme.Helped organise the Procurement Charity Quiz, in aid of the Royal British Legion. Rose over £2000 for charity with over 150 attendees on the night.Successfully achieved security clearance to (SC) Security level. Show less

Peterhead

Stirling

Stirling

Peterhead

Scottish Graduate Programme In Economics (Sgpe), Economics, Pg Cert

Bachelor Of Arts (Ba), Economics, 1St

Activities and Societies: Librarian for the University Choir, Secretary for the Business Club, Competed for the University in the CIMA.

Hnc, Legal Services, Pass

Education record