I joined Grant Thornton in September 2016 and have over 30 years experience consulting to insurance companies. I was previously a partner in a leading finance firm.
As a consultant I have led projects covering financial reporting, capital management, actuarial modelling, business transfers and transactions.
I have extensive experience in supporting life insurance clients around all aspects of financial reporting. I have also led high profile projects in the redesign of financial reporting processes, both in improving the speed of reporting (fast close) and in strengthening the controls around processes. For a number of large life offices, this has involved the rebuilding of actuarial modelling systems and automating the analysis of surplus process.
In addition to being a qualified actuary, I also hold a UK practising certificate to act in regulatory actuarial roles and have served as reviewing actuary on the audit of a number of UK life companies (with-profits and non-profit) covering UK statutory, European Embedded Value, and IFRS reporting.
I have led a number of large IFRS 17 engagements covering methodology, implementation, Board training, system selection, financial impact assessment, and embedding into business as usual.
I have deep knowledge of the requirements of Solvency 2, supporting companies with Internal Model validation and major model change, and reporting to Board, audit committee, and risk committee members.
My experience also includes leading our team and delivery on a number of Part VII transfer engagements, and acting in a formal peer review capacity on several Independent Expert engagements.
I have been extensively involved in a number of life company transactions and demutualisations, and assisted several companies to investigate options regarding the restructuring of life funds. I have advised companies on options for managing books of annuity business, as well as companies looking to enter the bulk purchase annuity market.
I lead our IFRS 17 proposition development activity, and regularly speak on this subject.
