Jonathan Smart Email & Phone Number

Amersham, United Kingdom

Leading client relationships for multidisciplinary teams across a range of pension scheme services. Providing strategic and tailored advice to Trustees to support them in their goal of ensuring pension promises are met. Trusted adviser supporting Trustees with funding negotiations with their sponsoring employers including taking advantage of significant investment derisking opportunities, as well as solutions with escrows, Flexible Apportionment Arrangements and potential bulk annuity transactions. Advising on assessment of potential buy-ins for mature pension schemes, including project management of process, including post-transaction data work and liaison with other pension professionals. Advising on GMP projects, including rectification, equalisation and Lloyds 3, including implementation. Delivering Scheme Actuary advice as a trusted adviser. Advising on reviewing member option terms, closure to new members and accrual, retirement communication exercises, PPF levy mitigation, governance arrangements.

Amersham, United Kingdon

Advised Trustees regarding setting integrated funding and investment strategies alongside setting and monitoring journey plans for their schemes. Responsible for excellent client delivery on one client with assets of over £1bn as well as a number of significantly smaller schemes. Guided clients through investment strategy changes and worked closely with other pensions professionals on other significant projects, including winding-up of DC section and benefit changes.Heavily involved in advising Trustees on significant and demanding employer-led projects with particularly tight, commercially driven timescales. As the lead individual responsible for delivering work to assess these projects, I was heavily involved in shaping the advice delivered, resulting in us aiding our client and the employer to make informed commercial decisions in exceptionally short timescales despite significant complexities.

Amersham, United Kingdom

Team leader for a team of 15 individuals.

Amersham

Responsible for client delivery for a full range of actuarial and consulting work to both small and large occupational pension schemes.

London, United Kingdom

Short term secondment as in-house UK pensions manager covering projects on both DB and DC arrangements.

London, United Kingdom

Responsible for client delivery for actuarial and consulting work to occupational pension schemes.

London, United Kingdom

Trained as an actuarial consultant on occupational pension schemes.