Jonathan Smart Email and Phone Number
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Key advisor to trustees and sponsors of defined benefit (DB) pension schemes, providing actuarial, consultancy and strategic advice on a wide variety of pensions issues. I enable my clients to understand, effectively manage and monitor their own pension scheme risks so they can meet member benefits in full as they ultimately target buyout or a “run-off” for their scheme.I lead the client relationships for my own portfolio of clients, covering the full range of pension scheme services. I have strong, effective and longstanding relationships with my clients and deliver tailored advice appropriate to each client to assist them in navigating their scheme’s financial journey. Significant experience of working with a wide range of UK businesses, overseas parent companies and their DB schemes, advising pension schemes ranging in size from £10 million to £1 billion.I am also Barnett Waddingham’s Sole Trustee Services Lead, regularly meeting the professional independent trustee firms to discuss Professional Corporate Sole Trustee (PCST) arrangements and ensuring our work with clients is aligned to the approaches needed for PCST cases.
Barnett Waddingham
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- barnett-waddingham.co.uk
- Employees:
- 907
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PrincipalBarnett Waddingham Jun 2019 - PresentAmersham, United KingdomLeading 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. -
AssociateBarnett Waddingham Jun 2012 - Jun 2019Amersham, United KingdonAdvised 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. -
Actuarial Team LeaderBarnett Waddingham Jun 2012 - Jul 2017Amersham, United KingdomTeam leader for a team of 15 individuals. -
ActuaryBarnett Waddingham Sep 2007 - May 2012AmershamResponsible for client delivery for a full range of actuarial and consulting work to both small and large occupational pension schemes. -
Pensions ManagerAccenture Jan 2016 - Mar 2016London, United KingdomShort term secondment as in-house UK pensions manager covering projects on both DB and DC arrangements. -
ActuaryAon Jun 2006 - Aug 2007London, United KingdomResponsible for client delivery for actuarial and consulting work to occupational pension schemes. -
Actuarial StudentAon Sep 2002 - Jun 2006London, United KingdomTrained as an actuarial consultant on occupational pension schemes.
Jonathan Smart Skills
Jonathan Smart Education Details
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Mathematics
Frequently Asked Questions about Jonathan Smart
What company does Jonathan Smart work for?
Jonathan Smart works for Barnett Waddingham
What is Jonathan Smart's role at the current company?
Jonathan Smart's current role is Scheme Actuary to DB pension schemes – providing advice to Trustees and employers | Principal and Sole Trustee Services Lead at Barnett Waddingham.
What is Jonathan Smart's email address?
Jonathan Smart's email address is jo****@****m.co.uk
What schools did Jonathan Smart attend?
Jonathan Smart attended University Of Oxford.
What skills is Jonathan Smart known for?
Jonathan Smart has skills like Pensions, Defined Benefit, Actuarial Science, Investments, Employee Benefits, Risk Management, Financial Services, Investment Strategies, Funding, Pension Funds, Pension Schemes, Actuarial Consulting.
Who are Jonathan Smart's colleagues?
Jonathan Smart's colleagues are Athos Athanasiou, Amy Roarty, Amy Buckley, David Moreton, Julie Cope, William Downing, Gemma Lucia M..
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Jonathan Smart
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Jonathan Smart
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