Peter Sansom Email & Phone Number

United Kingdom

• Placing Actuaries and Investment professionals at all levels throughout the UK. Learnt a new industry quickly and particularly enjoyed mentoring candidates and providing overarching career advice.Achievements:
• Placed 28 candidates creating revenue of over £250,000.
• Business Development - Created and established new client relationships.
• Managed and improved key relationships with clients.

• Responsible for the end to end customer experience strategy for EV (EValue).By analysing customer feedback and building up statistics of our services and solutions, I looked for and implemented improvements that led to.
• Created customer facing content (documents, videos, Knowledge Base articles) for a major new product release, EVPro.
• Introduced a statistical based approach to client reviews.
• Launched EV's first ESG programme. Pushing and promoting its creation internally and overseeing its delivery with a team of volunteers.

Newbury

• Operational Delivery Manager for One Financial Adviser, an at retirement digital-advice tool that released in 2020 - https://www.onefinancialadviser.com/Led a team of 14 with overall responsibility for the product.
• Pushed product to it's first pilot release.
• Developed commercial relationship with key partner
• Improved ways of working with international third party supplier,

Newbury, United Kingdom

• Responsible for ensuring that projects were delivered on time, to a high technical standard and that relationships were developed.Reporting to the Chief Operating Officer my role focused on the external clients with.
• Delivery of several large, bespoke client projects.
• Introduced standardised documentation for our testing process and sign off.
• Acted as lead and main contact for board level client escalations.

Newbury

• Led projects and oversaw a wide range of client deliverables. For example, bespoke projects, change requests to existing set ups and specification writing.
• Responsible for the sign off of enhancements, tool updates and client projects.
• Organised, planned and assigned the resources for the full Actuarial Team (~8 staff)
• Implemented rigorous checking protocols for regular updates.
• Worked particularly closely with the Project Managers to assist with all aspects of client delivery.
• Actuarial CPD Coordinator.

Reading, United Kingdom

• I worked on three projects at Equiniti as a contractor.
• Major pension scheme migration - 3rd party calcs, QA, checking and auditing cases.
• Updating DC pension system for new legislation - Building a DC projection model from specifications and writing documentation.
• DB pension calculations - Anlysing calcs and providing feedback.

I took some time out from actuarial work to purchase and manage a dental practice alongside my wife (a dentist). With my wife responsible for everything on the clinical side, it was up to me to look after the business side. By taking a year out I was able to devote my full attention to the practice.Initially this involved pushing the sale through.

Theale, Reading

Involved with a wide range of projects on both the Trustee and Corporate side.The Trustee work involved completing triennial valuations: setting assumptions, calculating the liabilities, analysing the surplus, setting recovery plans and writing valuation reports. I also produced reports on transfer value bases, s179 valuations and early/late retirement.

Reading, United Kingdom

The majority of the work was Trustee based, completing valuations such as Scheme Specific Funding, Annual funding updates, PPF (s179 and s148) and buyout. My role involved a wide variety of tasks and required a broad technical knowledge, with the ability to organise and complete work to demanding client deadlines. I also produced accounting disclosures.

Reading, United Kingdom

I worked in three very different roles, alongside specialist training courses and workshops with fellow graduates. The placements that I completed were Mortgage Endowment Complaints, Business Development and Operations Management.One of the highlights from my placements was running a large endowment complaint project. This involved deciding where to place.

I worked in the Endowment Complaints department, checking calculations for endowment refunds and compensation claims. Duties also involved training colleagues, quality control and deputising for the Team Manager. I was considered the point of contact for all departmental queries.