Gary Smith Email & Phone Number

Southampton, GB

Southampton, England, United Kingdom

Production, specification, composition, calculations and Board approval of the first Quilter Platform Assessment of Value under Consumer Duty. This covered all platform products across the whole target market. Also built a retirement modeller for the Adviser market from scratch when taking a break from all that report writing!Following the completion of.

Southampton, United Kingdom

• Responsible for input, oversight, and day-to-day management of Investments (life and non-life), Platforms and Retirement product range covering all Wealth Platform (excess of £40bn of assets & 500k accounts) and UK.
• Lead PRIIPS and MIFID II Costs & Charges expert, including derivation of ex-ante disclosure across two systems and lead of 3 manually produced ex-post cost and charges exercises covering 500k customers on each occasion.
• Design approval and implementation of complex non-derivative hedging process to guard against customer instructions market falls during severe 2020/21 COVD19 market turbulence when system migrations meant trading.
• Derivation of innovative Customer Fair Value measurement and analysis for the Heritage Life Assurance business for both lifetime and yearly assessments of value for money.
• Regular implementation of economic assumptions across all aspects of the group's business, including appropriate risk ratings and asset allocations for adviser use.
• Launch and calculations derivations for market leading Retirement Income Explorer Tool into the IFA market including unique stochastic modelling features.

Southampton, United Kingdom

• Working across HSBC Bank plc and HSBC Global Asset Management(2014) Responsible for the modelling of all future investment, retirement and protection business including product, advice and platform fees for.
• Chair of M&S Unit Trust & HSBC Structured Product Committee & Deputy Chair of overall HSBC UK Investment Committe.
• (pre-2014) Responsible for internal manufacturing and 3rd party sourcing of all retail and commercial structured product releases into HSBC Branches, the External IFA market, direct via HSBC.co.uk website, firstdirect.
• Board Director for HSBC Dublin Companies listed on Irish Stock Exchange with specific responsibilities for all commercial, financial and product management matters.
• Responsible for total design, profitability and launch of numerous derivative based products and wrappers to the UK market including maintenance and maturity experiences.
• Recommendations and management of all yearly plans and derivative hedging risk underlying these products, resulting in optimal risk management and protection against any severe losses during heavy market turbulence and.

Southampton, United Kingdom

• Management of a team of two qualified actuaries and four students
• Management of reinsurance strategy, treaties, security, administration arrangements and overall relationship
• Actuarial support to cross-Group project to develop new corporate pension proposition.
• Development and maintenance of pension product range

London, United Kingdom

• Construction of new Capital Projection Model and production of Financial Condition Report
• Estimates of monthly solvency positions
• Recommendations on investment policy
• Production of Solvency Margin, Resilience and Currency Mismatch Reserves for quarterly valuations and year-end returns and composition of Schedule 4 commentary

Southampton, United Kingdom

Management of a team of up to five actuaries and students.Input, guidance and sign-off on all pension, life and health product developments on behalf of the Appointed Actuary.Annual production of Financial Condition Report, regular capital projections and design and implementation of an embedded value forecasting system.Negotiations at Board level of.

Dublin, Ireland

Development of marketing strategy and product lines for start-up offshore life operation.Design and project management of all product developments - three single premium bonds, a regular premium plan and a savings plan for clients of a German private bank.Performing statutory valuations in accordance with Irish regulations & design of EV.

Southampton, United Kingdom

Production of pricing programs for all developments with design and maintenance of profit testing system.Sole assistant in helping Product Actuary bring product development in house.First time design of accelerated benefit and stand-alone critical illness products and savings plans.Re-pricing of level term, personal pension and flexible whole-of- life.

Peterborough, United Kingdom

Quotations department work, Reduction in yield specification, Persistency analysis, Fund pricing system.