Richard Langford Email and Phone Number

Working within the investment arm of LGIM, focusing on DC Transitions - more to follow shortly.

Working in the Transition Management team within Isio's Investment area. Responsible for managing and executing DB transitions, as well as advising and planning the delivery of DC transitions. Working with investment fund managers and third parties to ensure the smooth delivery of all workstreams, contributing to consistent and positive results for trustees, clients and members. • Project managing transition exercises of all sizes and complexities.• Building and implementing transition project plans, focusing on mitigating risks and costs.• Primary contact to investment managers and custodians during transitions.• Executing investment transitions to agreed timelines and as clients led to expect.• Dealing with various business units and stakeholders to ensure a smooth journey for clients.• Calculating and reviewing transaction costs and fees.• Undertaking relevant DC and DB research to improve team offering.• Developing transition team knowledge of fund trading operations and practices.• Conducting wider transition training within Isio’s Investment area. • Implementing process improvements and introducing efficiencies.

Responsible for ensuring the smooth delivery of high value DC transitions (£10m+) with the aim of mitigating and minimising stakeholder/client P&L. Role focuses on the successful on-boarding of new Pension schemes into the business, as well as retaining business by restructuring schemes onto newer platforms/setting up new arrangements. • Planning and executing investment transitions by moving members within Group Personal PensionSchemes into correct funds within agreed timeframes. • Focusing on high value transfer-in clients to secure new business. • Restructuring of existing schemes onto new arrangements to support client retention. • Building financial trading models, inc analysis/insight into fund trading and investments. • Placing reservations or pre-trading to mitigate P&L and full overview of funds. • Conducting cost analysis to support the winning of new clients. • Overseeing and managing all transitions by leading on cases and supporting Junior Analysts. • Design and implementation of a bulk trading model to combine multiple clients under 1 slot. • Dealing with various business units to ensure a smooth journey for clients. • Implementing process improvements and conducting training. • Reporting and presenting MI to senior stakeholders and identifying any risks or issues.

Responsible for providing financial and operational data/insight to Workplace Benefits to inform decision making within the business. Role heavily focused on maximising and retaining value within both Group and Individual Pensions.• Ensuring MI is reported in a controlled environment and data is accurate, clear and reliable. • Analysing business needs with clients for dashboards and other QlikView solutions. • Designing and developing QlikView dashboards, scorecards, KPIs and other reports. • Deploying and managing the production of Qlikview Reports.• Supporting integration and migration projects within the business.• Developing and managing operational user friendly tools, through project management, databases and Excel, ensuring any issues/fixes are delivered quickly and efficiently.• Proactively driving ways to improve and streamline processes.

Supporting the effective governance of Aviva’s financial data to ensure financial reporting is completed accurately, by providing assurances over data quality. Post SII compliance, focus directed on embedding particular BAU tasks, whilst also looking to amalgamate processes and sharing best practice, following the Aviva takeover. Key responsibilities include:• Supporting SII delivery.• Managing data issues and risks. • Reviewing and RAG’ing data sets re alignment to Technical Provisions and Internal Model.• Reviewing controls in order to establish and rectify weaknesses. • Creating and implementing robust Frameworks/Processes. • Producing monthly and quarterly MI for senior stakeholders.• Collating and analysing QlikView Data Quality Profiling Tool (policyholder data). • Analysing MPF’s in order provide assurances over the quality of the data or to flag issues.• Organising and chairing various Forums and Committee's with senior stakeholders. • Presenting MI data, remediation analysis and Data Profiling results to senior stakeholders. • Representing Aviva re supporting and addressing audits points.

As a TCF (Treating Customers Fairly) Reporting Analyst role comprised supporting customer governance across Friends Life and its key suppliers. This included:• Implementing and reviewing frameworks, such as the Process Standards, Quality Assurance and Training & Competence Scheme. • Identification and analysis of business gaps and monitoring of gap closure.• Validating and reporting TCF minimum standard requirements, ensuring documentation was appropriately maintained and reports were accurately compiled. • Reviewing and analysing TCF MI to support discussions in Governance forums. • Managing the TCF content on the Friends Life Intranet site, as well as the successful development and communication of the TCF e-learning module across the business.

Customer service representative and trainer on a Protection team, duties included: • Communicating with clients and financial advisers, whilst prioritising important cases and resolving problems. • Providing training and assistance to members of the team.• Auditing work and creating/reviewing process guides. • Organising meetings with other departments.

Worked as a customer service representative and trainer on an Investment Bonds team, duties included: • Communicating with clients and financial advisers, whilst prioritising important cases and resolving problems. • Providing training and assistance to members of the team.• Auditing work and creating/reviewing process guides. • Organising meetings with other departments.

Worked as a customer service representative on an Investment Bonds team, duties included: • Communicating with clients and financial advisers, whilst prioritising important cases and resolving problems. • Providing training and assistance to less qualified members of the team.• Auditing work and reviewing process guides.

Cashier role involved using computerised cash tills and managing produce on the alcohol department. Resolved customer queries by providing advice on suitable drinks and resolving customer complaints.