David Merrifield Email & Phone Number

Weston-Super-Mare, Gb

Swindon, United Kingdom

Back helping Nationwide with their automated advice program of works

Gloucester, United Kingdom

Working to help Holloway achieve it's Vision and Mission, by enhancing it's overall Income Protection proposition.

Swindon, United Kingdom

Currently helping Nationwide with their Automated Advice proposition.

Reading

Worked on strategic new business opportunity for Prudential under NDA conditions, which unfortunately, for business reasons beyond the programmes control, ended prematurely.

Bristol, United Kingdom

Lead Business Analyst, providing business analysis services to Friends Life with regards to their New World Retirement platform solution.- Leading, supporting and directing a team of six Business Analysts on their individual work streams, whilst managing specific work stream of my own. Duties/focuses include: - Working/planning with 3rd party supplier (FNZ) in order to implement their new core 'client centric'​ WRAP platform.n - Running and planning multiple workshops, through requirements elicitation, solution walk through's, training sessions etc - Gap analysis between 'off the shelf' functionality and business requirements. - Defining, agreeing and overseeing bespoke business requirement implementation with 3rd party supplier. - Defining output layouts for client/customer reports, letters and statements to meet clients needs, including testing requirements to ensure logic works as expected and format/design matches design/client expectations. - Agreeing deliverables, best practice approach to production, version control, sign off, storage of deliverables. - BA work planning with reporting responsibilities back to Project Manager. - Escalation of key resourcing issues. - Reviewing BA deliverables for content/accuracy/consistency. - Business agreement to platform branding design principles. - Training material production. - Providing test assistance, test matrix generation/oversight, to ensure full test coverage.

Bristol, United Kingdom

Responsible for analysing the needs of the business and its customers and coming up with solutions to business problems either defined internally or by working with external third party suppliers. Involved in the management of multiple projects (small and large), to enhance the existing functionality of AXA’s Wrap platform. Managing changes, from initial request through estimation, approval, requirements, build, test and implementation phases. Providing task management of junior staff involved in the projects and the line management of a number of Business Analysts. - Writing Business Requirement Specifications that successfully delivered necessary change in a manageable way.- Travelling to various locations in the UK to engage with multiple stakeholders across the company to ensure all processes and requirements were accurately defined.- Design and implementation of AXA's client paper opt out solution.- Redesign of Adviser/client portfolio performance review documentation. - Integration of 3rd party provider (FNZ) Discretionary Investment Model manager solution.- Implementation of new designs within the Business Operating Model.- Planning/running multiple workshops / training / presentations.- Assisting in the preparation of user and system test plans to ensure complete coverage to business required levels.- Provide consultancy in User Acceptance Testing phases.- Providing the essential 'link' between the company, customer, the development team and any third-party regarding software functionality throughout the development cycle.

Bristol, United Kingdom

• DC administration platform acting as the main reference point for DC related work.• Project manager of any major changes/enhancements to the system, ensuring consistency with other modules.• Directly responsible for the testing of any new releases and defect management. Includes the day-to-day management of test individuals.• Design Architect for our web enablement project, covering sites in the UK and Canada.• Provide demonstrations of systems DC and web portal capabilities to prospective new clients.• Implementation consultant for portal products, ensuring the capture and delivery of a client’s requirements, often within tight timescales.• Set up and configure .xml files to handle automatic scheduled tasks into and out of our administration platform.• Set up and install DC schemes for internal and external clients in accordance with their requirements.• Set up various benefit statements & letters using Access & Word to meet client’s needs.• Develop training material, arrange and provide training to both external clients and all DC administrators throughout our regional offices.

Clevedon

- Worked as part of a team responsible for dealing with all aspects of personal pension administration from general servicing (premium holidays, fund switches, charges & adjustments etc) to calculating exit values (retirement benefits, transfer values etc).- Dealing with both IFA’s and clients at all levels.- Training less experienced staff to enable them to complete accreditation.- Deputising for Team Leaders in their absence, ensuring the team continued to operate effectively.- Dealing with complex and complaint cases requiring manual calculations and acting as a referral point for advice to other members of the team.- Required high degree of computer and telephone work, together with letter writing skills.- My knowledge and experience led to me being seconded to the Pensions Review Team, where in addition to the above, I was responsible for helping the team produce values of pension policies for review purposes.

Bristol, United Kingdom

- Provided support to Personal Financial Planning Managers (PFPM).- Dealt with varied client & PFPM enquiries.- Transferred to High Net Worth unit, dealing with Inheritance Tax & Capital Gains Tax enquiries, which involved ascertaining client’s tax positions and recommending the most suitable product to meet their needs.- Negotiated special terms with Insurance Companies for large guaranteed bonds.- Require excellent communication & organisation skills.