Patrick Bartlett Email & Phone Number

Edinburgh, Gb

Edinburgh, Scotland, United Kingdom

Non-executive Audit and Risk Committee member, Scottish Courts and Tribunals Service

Edinburgh, Scotland, United Kingdom

Non-executive Director / member of Court of Queen Margaret University, Edinburgh

London, England, United Kingdom

Non-executive member of the Financial Reporting Council Advisory Panel. The Financial Reporting Council Advisory Panel provide expert advice to the FRC across the breadth of the FRC's activities.

Edinburgh, United Kingdom

Group Financial Controller for Standard Life Aberdeen plc / abrdn plc, leading financial reporting, treasury and capital management teams (c70 people). Responsible for leading the production of the Group's external results, and reporting on these results to the Audit Committee and plc Board. Providing leadership to the group on financial governance to ensure financial reporting is robust, well controlled and appropriately challenged, and that issues are understood and resolved. Management of the external audit relationship. Leadership of regulatory capital and liquidity management and reporting on this to the Risk and Capital Committee. Responsible for all financial related reporting to the Remuneration Committee. Extensive M&A and finance transformation/system implementation experience. Responsible for Annual Report and Accounts as a whole including significant sustainability content.CFO and Director of abrdn Life and Pensions Limited, a regulated insurance subsidiary. Extensive Board experience, including Director and Chair of the group's employing and contracting entities Aberdeen Asset Management PLC and Aberdeen Corporate Services Limited. CFO Standard Life Savings Limited 2020/2021. FCA significant management role held for asset management regulated entities / abrdn Fund Managers Limited (2019 to 2023).

Edinburgh, United Kingdom

Responsible for Group Reporting for Standard Life plc. Lead the production of external financial reporting, including the Annual Report and Accounts and Group Solvency 2 reporting. Responsible for internal performance reporting to the Executive team and Group Board.

Edinburgh

Responsible for Financial Reporting and Tax for AEGON UK. Member of Aegon UK Senior Leadership Team and Finance Leadership Team.Responsibilities extended to include being the approved person with the FCA with responsibility for client money (CF10a) for Aegon Investment Solutions Limited. Overall responsibility for oversight of client money including reporting to the Board.

Edinburgh

Responsible for Financial Reporting and Tax for Aegon UK reporting to the CFO / Chief Actuary. Leading team of up to 40 staff including accountants, actuaries and tax professionals. Standing attendee at Board Audit Committee presenting to / interacting with non-executives. Responsible for quarterly reporting to Aegon nv / related Board reporting. Overall responsibility for external audit / accounts for Scottish Equitable and c10 other UK entities. Major involvement in finance transformation project improving finance systems and processes.Responsible for all technical accounting matters (member of ABI Financial Reporting Panel), and leading Solvency 2 Pillar 3 program. Major involvement in all projects such as SOX implementation, M&A activity, strategic investments, change processes etc.Responsible for first line of defence over investments and chair of Investment Operations Committee. Represent the Company at all meetings with Pension Scheme Trustees (from 2011). Responsible for rating agency relationships (from 2011).Director Aegon Central Procurement Limited.

Edinburgh

Responsible for IFRS/UK GAAP reporting. Primary senior point of liaison with Aegon NV Group Finance. Responsibilities extended to include leadership of tax team.

Edinburgh, United Kingdom

Responsible for IFRS, UK GAAP and US GAAP reporting. Leading team of 12 accountants and actuaries responsible for life business financial reporting.Led succesful conversion project to IFRS for both group reporting and c20 sets of statutory accounts.

Edinburgh

Senior Manager within Ernst & Young's Financial Services practice with substantial experience of banking, building societies, asset management and life insurance. Portfolio included external audit work, treasury / asset and liability management internal audit and consulting, and due diligence.Lead Senior Manager on the largest Edinburgh office clients Bank of Scotland (audit) and Scottish and Newcastle plc (audit and due diligence). Other clients included Friends Ivory & Sime plc (audit and due diligence) and Dunfermline Building Society (audit). Led internal audit treasury/ALCO reviews for Nationwide Building Society and Yorkshire Building Society.

London, United Kingdom

Senior Manager in the Banking and Capital Markets Group. Clients included Bank of America, UBS, Bank of New York and Nationwide.

Sydney, Australia

Manager in the Banking and Investment Management group (on Ernst & Young International Exchange Programme). Main clients were Commonwealth Bank of Australia and AMP Investment Management.

London, United Kingdom

Trained in Ernst & Young's Financial Services Group. Clients include British Airways and various banks.

Education record

Fellow of Institute of Chartered Accountants in England and Wales

Master Of Arts - Ma, Mathematics, First Class

MA Mathematics from The Queen's College, Oxford