Jon Dean Email and Phone Number
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Altus Consulting is a leading specialist Financial Services management consultancy. We work with platforms, retail and private banks, life companies, wealth managers, asset managers, distributors, and technology suppliers across the globe. We're passionate about what we do and the quality of our work. As Head of Retirement Strategy, I advise firms considering bringing new pension and savings propositions to market on the size of the opportunity and the most efficient way to produce the new services to clients. I’ve helped Altus clients to:• select a technology and process outsource service provider to operate a tier-1 life company’s new SIPP business;• define the proposition features, structure, pricing and advice model for a tier-1 retail bank to bring a new SIPP product to market, including selection of advice technology;• produce a market strategy and detailed gap analysis report to help a major outsource services supplier scale up their life and pension outsource operation in the UK;• analyse the workplace pension digital portal for an Irish pension provider, detailing gaps between their current offering and global best practice and prioritizing the development roadmap;• perform technical and operational due diligence on a retail investment platform for a potential bidder, to enable our client to decide whether to make a formal bid;• define the Target Operating Model for a major wealth management business, as part of a team supporting their multi-million-pound project to transform the firm through a Business Process Outsource (BPO) deal.• produce a digitisation strategy for a tier 1 financial planning and discretionary wealth management providerWe help our clients solve key Business and IT challenges, delivering engagements such as:• detailed market assessments;• future business models and target operating models;• capability maturity assessments and gap analysis;• technology and service tenders and RfPs;• due diligence of suppliers and for take-over and merger targets;• delivery of business transformation programmes. Our detailed models provide a blueprint for the structure, integration and operation of a financial services organisation, and are continuously updated to reflect latest industry understanding, regulation and market context.Please contact: jon.dean@altus.co.ukPlease visit: http://www.altus.co.uk
Altus Consulting
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- altus.co.uk
- Employees:
- 71
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Head Of Retirement StrategyAltus Consulting Oct 2017 - PresentBath, United KingdomAs Head of Retirement Strategy, I am frequently involved in helping our clients to bring new pension propositions to market, from scoping out the product rules and identifying the likely scale of the market opportunity, through to selecting the best technology and service partners to minimise operating cost, maximise return on investment and produce the right solution for end customers. -
Senior ConsultantAltus Ltd Oct 2012 - Sep 2017Bath, United KingdomMy role as a Management Consultant and Business Architect involves advising business leadership on strategic propositional and technology change, and how to convert ideas into operating practice. Altus Consulting embraces a philosophy of structured thinking based on engineered models, consulting "with" rather than "at" clients, and presenting findings and recommendations in a highly visual and engaging way. The company advises Financial Services firms exclusively, with practices in the Life, Pensions and Investments (LP&I), Investment Platforms (Wrap) and General Insurance (GI) sectors. -
ConsultantAltus Ltd Oct 2010 - Oct 2012Bath, United Kingdom -
Parish CouncillorWingfield Parish Council Jun 2023 - PresentWingfield, England, United KingdomServing the community and representing villagers' interests in matters of planning, transport and the environment.
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Director And Co-FounderWhat'S My Pension Ltd Aug 2009 - Oct 2010What's My Pension offers a service to help individuals plan their retirement, by tracing your pension benefits and creating one simple retirement forecast including state pension.We also offer pensions fact-find services to financial advisers.
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Business Systems AnalystIms Health May 2008 - May 2009Responsible for migrating data from IBM mainframe to a new Oracle reference data system, evaluating benefits and work effort for change requests, and second-line support. • Defined requirements and test plans for a programme of reference data migration projects, managing the data transition for over 250,000 medical packs and products for 3 national markets• Managed stakeholder requirements and expectations, running workshops with internal clients and managing off-shore third party development team• Specified requirements for development of company's new global pharmacy pricing database project • Introduced process efficiency improvements for reference data systems, removing on average 30-50% of all system outputs established to be redundant, while reducing scope for input error• Produced feasibility studies for senior management to help establish project priorities• Quickly assimilated knowledge of a new business field, and within less than six months became a mentor for three new team members -
Business Systems AnalystHewitt Associates Sep 2003 - May 2008Responsible for a variety of projects, including the implementation of new pension schemes onto the Profund oPen administration system, and designing its links with HR, accounting and internet self-service capabilities. • Supported a complex investment processing system servicing the UK defined contribution pension schemes of around 40 FTSE-250 and US top 500 companies• Designed and executed the data migration of 40,000 pension member records for a new client, a top US pharmaceutical company, from 5 separate data sources using SQL Server• Led a change management project on HR flexible benefits system, introducing new tools to improve payments accuracy for a market-leading investment bank client• Designed the transfer of membership data and investment holdings from 2 legacy systems to a new internal administration solution, which integrated Oracle 7 and SQL Server applications• Trained a new off-shore application support team -
Business AnalystKognitio Mar 2002 - Jul 2003Establishing the business requirements for the transfer of large volumes of insurance policy data on behalf of the company's clients. This was a customer-facing role with a great deal of on-site work.• Migrated a 70,000 member life insurance and pension book for a Canadian life insurer, to Marlborough Stirling “Lamda”. Policies included with-profits pensions, term and single premium life products• Acted as lead supplier, managing stakeholders including the client, the software supplier and an external consultancy• Facilitated data and process mapping workshops
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Implementation AnalystTowers Perrin Apr 1997 - Nov 2001• Implementation of half a dozen FTSE-250 and Fortune 500 clients' pension plans onto the company's Oracle database, including a credit and charge card provider with $30bn turnover, and an Australian banking group with a major UK presence. Key tasks included data take-on and documenting requirements for calculations, reporting and member communications. -
Implementation ConsultantHeath Lambert Group 1990 - 1996
Jon Dean Skills
Jon Dean Education Details
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Cfa InstitutePass -
Chartered Insurance InstituteCertcii (Fs) -
Chartered Insurance InstituteJ10 Discretionary Investment Management -
Chartered Insurance InstituteLife, Pensions And Investments -
City Of Bath CollegeStonemasonry -
Economics
Frequently Asked Questions about Jon Dean
What company does Jon Dean work for?
Jon Dean works for Altus Consulting
What is Jon Dean's role at the current company?
Jon Dean's current role is Passionate about sustainable investments and pensions - providing actionable advice to clients on delivering top quality financial outcomes to their customers.All views are my own..
What is Jon Dean's email address?
Jon Dean's email address is js****@****ail.com
What is Jon Dean's direct phone number?
Jon Dean's direct phone number is +4475546*****
What schools did Jon Dean attend?
Jon Dean attended Cfa Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, City Of Bath College, University Of Exeter.
What are some of Jon Dean's interests?
Jon Dean has interest in Environment.
What skills is Jon Dean known for?
Jon Dean has skills like Stakeholder Management, Requirements Gathering, Business Analysis, Change Management, Financial Services, Pensions, Data Migration, Business Process Mapping, Business Requirements, Strategy, Analysis, Requirements Analysis.
Who are Jon Dean's colleagues?
Jon Dean's colleagues are Jonathan Warren, Edita Lees, Ben F., Bruce Davidson, Dave Morrell, Tracey Blake, Martyn Evans.
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Jon Dean
Managing Director, Impellus | Leadership And Management Training | Ilm Approved Training CentreSt Albans1impellus.com1 +44 172XXXXXXXX
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