Jon Dean Email & Phone Number

Bath, United Kingdom

As 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.

Bath, United Kingdom

My 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.

Bath, United Kingdom

Wingfield, England, United Kingdom

Serving the community and representing villagers' interests in matters of planning, transport and the environment.

What'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.

• Responsible 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

• Responsible 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

• Establishing 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

• 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.

Certificate In Esg Investing, Investments And Securities, Pass

Certificate In Financial Services, Certcii (Fs)

J10 Discretionary Investment Management

Award In Financial Administration, Life, Pensions And Investments

Intermediate Contruction Award, Stonemasonry

Learned to produce high quality worked Roman architectural mouldings in both Bath and Portland stone, from technical drawing to finished.

Ba (Hons 2:2), Economics

Activities and Societies: Committee member of the Exeter branch of AIESEC, the world's largest student organisation.