David Owen Nunes Email and Phone Number
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David Owen Nunes is a Customer Service Consultant at Aviva at Aviva. He possess expertise in pensions administration, excel advanced, word advanced, outlook express, genesis and 18 more skills.
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Scheme AdministratorAviva Aug 2013 - PresentDorking, SurreyManaging the administration of multiple Defined Contribution (DC) schemes, including being responsible for:Acting as point of contact;Building a relationship with the IFA and / or Company;Managing any manual trades in line with regulatory requirements;Ensuring that all queries and processes are processed within SLA;Accurate monitoring of responses and implementation of required actions; -
AdministratorAon Hewitt Oct 2010 - Jun 2013Croydon, United KingdomA general administration role, dealing with the cradle to grave administration of Defined Contribution (DC) and Defined Benefits (DB) funds, including salary and contribution rate changes.I deal with the manual calculation and payment of retirements and other leavers, including active and deferred members. Calculation of annual allowance carry-overs.Liaison with HMRC with regards to GMPs. For DC, I am extensively involved with the investment and disinvestment calculations and investment switches, dealing with AVC’s and annuities.Use of Genesis, Lotus Notes and Profund (oPen).I am involved with the administration of a dual membership fund (hybrid DB and DC).I have also been involved with the co-ordination and administration of various projects, dealing with the data cleansing of a large scheme, focusing on GMP’s, benefit splits and equalization of benefits. -
Senior AdministratorMnpa Financial Services Jun 2009 - Feb 2010Leatherhead, SurreyThis role (or roles) put me in the enviable situation, on one hand, of being the Project Manager for a large fund, which involved the isolation, calculation and payment of Deferred Pensioners. On the other hand, being in control of a portion of the wind-up of another fund, where an actuary did the valuation and calculation of benefits for trivial payment to members.For both roles, I had to control and monitor the payments to each member, making sure that all original documentation and identification was received, indexed and sent back to members. I had to make sure that all bulk mailings were done and correct and on schedule. The project plan had to be communicated to all persons involved.Some of the reporting needed advanced knowledge of Excel, and the use of Pivot Tables and V-lookups and formulas.I had a staff complement of six, who are all temporary workers, employed for the duration of the projects. Having successfully completed the project/s, my involvement ended in February 2010.
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Business Owner / PartnerDream Occasions Mar 2005 - Apr 2009Johannesburg, South AfricaA complete change of industry, this close corporation was started after I was made redundant. Having limited personal finances, and being unable to raise finance from government and banking resources, we were involved in various enterprises, including Photography, mural design, wedding planning and beading.During this time, I was involved with organisation of the business, had retail and wholesale experience, and was extensively involved in invoicing, VAT payments and the general maintenance and control of the accounts for the business.
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Customer Services TechnicianInvestec Employee Benefits Sep 2001 - Mar 2005Johannesburg Area, South AfricaThis role involved dealing with Private Fund Administration, where we used in-house actuaries and fund investors to complement the administration team. I had a small team of three, and we dealt with four big funds of 4000 members or more. All retirement and withdrawal calculations were done manually.My team had to re-install all four funds from the beginning, which meant having to reconcile all membership for the previous five years. While training a new team, we had to do annual renewals and reconcile all payments made from the bank statement, and ensure that our records tied up to those held by our actuaries. I had to set up and monitor a task control system, which was non-existent when I started.I attended broker and trustee meetings for the funds, held bi-annual appraisals and weekly meetings with staff, and was involved with system development with the IT department.
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Team ManagerFedsure Life Assurance Apr 1998 - Aug 2001Johannesburg Area, South AfricaI was responsible for cradle to grave administration of multiple (80+) DB and DC clients. This included installation of new funds, annual renewals, membership reconciliation and claim calculation and payments.I had a team of four staff, for whom I was responsible for coaching, bi-annual appraisals and weekly meetings. I had a task control system in place, which was used for monitoring and control of all work entering and leaving the area.I attended broker and trustee meetings for the funds, during which time we were able to answer individual questions on funds, and provide up to date listings of any outstanding tasks and issues from both sides.I was now able to stand in for the portfolio manager in his / her absence. I was also part of a administration team which was involved with development of IT systems, in order to ease the process of computerised work. We tested the viability of the new programming before they went live with the final product, and were involved with the maintenance and improvement of service delivery from IT to admin.
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Team LeaderFedsure Life Assurance Apr 1994 - Mar 1998Johannesburg Area, South AfricaI was responsible for cradle to grave administration of multiple (50+) DB and DC clients. This included installation of new funds, annual renewals, membership reconciliation and claim calculations and payments.I had a team of three staff, for whom I was responsible for coaching, bi-annual appraisals and weekly meetings. I had a task control system in place, which was used for monitoring and control of all work entering and leaving the area.I attended monthly meetings with the brokerage, which was the conduit between our administration company and the client, answering questions and keeping them up to date with any outstanding tasks and issues.
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Trainee Team LeaderFedsure Life Assurance Mar 1993 - Mar 1994Johannesburg Area, South AfricaIn this role, I was in charge of my own group of funds for a group of brokers, involving the cradle to grave administration of multiple (+25) DB and DC clients. This included the installation of new funds, annual renewals, membership reconciliation and claim calculations and payments.I reported to a team leader, and took over his responsibilities in his absence, checked withdrawal calculations and authorised requisitions. I had to compile reports for regular meetings with the client.
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Senior AdministratorFedsure Life Assurance Mar 1991 - Feb 1993Johannesburg Area, South AfricaI did all the maintenance for a group of schemes, including the new members, withdrawals, death claims, reconciliations, annual renewals, retirement and disability claims. Verification of cheque requisitions and training of more junior staff done.
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Junior Administrator And AdministratorFedsure Life Assurance Oct 1986 - Feb 1991Johannesburg Area, South AfricaI did all the membership movements for a group of schemes, including new entrants, withdrawals and death claims. Minor reconciliations were done for smaller funds.
David Owen Nunes Skills
David Owen Nunes Education Details
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R01 Financial Services, Regulation And Ethics -
R04 Pensions And Retirement Planning
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The Chartered Insurance InstitutePass -
Institute Of Certified BookkeepersAccounting And Computer Science
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Insurance Institute Of South AfricaPension Administration
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Insurance Institute Of South AfricaFinance, General
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Mondeor High SchoolHigh School
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The Chartered Insurance InstitutePass
Frequently Asked Questions about David Owen Nunes
What company does David Owen Nunes work for?
David Owen Nunes works for Aviva
What is David Owen Nunes's role at the current company?
David Owen Nunes's current role is Customer Service Consultant at Aviva.
What is David Owen Nunes's email address?
David Owen Nunes's email address is da****@****ife.com
What is David Owen Nunes's direct phone number?
David Owen Nunes's direct phone number is +4478608*****
What schools did David Owen Nunes attend?
David Owen Nunes attended Chartered Insurance Institute, Chartered Insurance Institute, The Chartered Insurance Institute, Institute Of Certified Bookkeepers, Insurance Institute Of South Africa, Insurance Institute Of South Africa, Mondeor High School, The Chartered Insurance Institute.
What are some of David Owen Nunes's interests?
David Owen Nunes has interest in Writing, Reading, Golf, Health, Children, Education, Environment, Science And Technology, Human Rights, Photography And Artwork.
What skills is David Owen Nunes known for?
David Owen Nunes has skills like Pensions Administration, Excel Advanced, Word Advanced, Outlook Express, Genesis, Aquila, Lotus Notes, Pastel Accounting, Defined Benefits, Defined Contribution, Gmp, Citrix.
Who are David Owen Nunes's colleagues?
David Owen Nunes's colleagues are Mohammad Atif Anwar, Ant Gardiner, Rajeev Ranjan, Amardeep Singh, Timothy Bull, Rajesh Kumar Sabharwal, Daniel Moulson.
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