Download PDF


I am a life insurance actuary with experience of reporting, capital management, economic capital and Enterprise Risk Management. I have strong communication and interpersonal skills.

Work experience

May 2014Present

Capital Management Actuary

<html />
Aug 2010Jun 2013


DAL Actuarial Services

Standard Life, Edinburgh (Sep 2012 - Jan 2013)

  • Interim Solvency II IMAP Project Lead
  • Managing the delivery of the Solvency II Internal Model application

Standard Life, Edinburgh (Aug 2011 - Jun 2012, Jan 2013 - Feb 2013)

  • Solvency II Group SCR Oversight Project Lead
  • Solvency II methodology technical expert - second line of defence oversight
  • Economic Capital and Enterprise Risk Management

LV=, Bournemouth (Aug 2010 - Aug 2011)

  • Peak 1 valuation and IFRS reporting for life protection and health business
  • Substantial model developments using Algo Financial Modeler (formerly VIPitech)
Aug 2007Aug 2010

Assistant Actuarial Manager

Aviva Joint Venture with RBS

ICA / Solvency II

  • Substantial development of process and implementation of latest methods
  • Completion of QIS4 and QIS5 for Solvency II
  • Preparation of Board reports

Other Reporting

  • Completion of FSA Returns
  • Compliance with INSPRU
  • Preparation of Financial Condition Reports
  • MCEV / IFRS reporting
  • Management of audit relationship


  • Experience analysis and assumption setting

Soft Skills

  • Work Based Skills assessments
  • Mentoring trainees
  • Off-shoring of processes to India
Jun 2003Aug 2007

Actuarial Trainee

Norwich Union Life

Capital Management

  • Setting up of capital raising deals (such as TDSL reinsurance and securitisation)
  • Internal Rate of Return reporting

UK Life Non-Profit Reporting

  • Prophet regression testing and basic developments
  • Significant spreadsheet developments to speed up reporting
May 2002Jun 2003

Underwriting Analyst

UKI Partnerships
Insurance Products team
  • IBNR reporting
  • Experimentation with pricing using GLM methods
  • Significant development of processes to reduce time and increase functionality


Report writing
Production of actuarial reports, such as:   Financial Condition Reports and Valuation Reports Solvency II methodology proposals ICA reports and documents on Solvency II and QIS results Experience analyses   My reports are clear, visually appealing and concise and are not swamped in caveats and jargon. An example of how I think about report writing can be found in the following article
Language skills
Spoken and written French
Algo Financial Modeler
Presentation skills
Experience of presenting technical subjects to technical and non-technical audiences, such as: Solvency II (to actuaries, accountants and project managers) MCEV theory and techniques (to actuaries and accountants) Life insurance (to Actuarial Sciences students at the University of East Anglia)  Life as an actuary (to A-level students)
Substantial experience of using and interpreting Prophet models plus some development experience
Microsoft Excel incl Visual Basic
Substantial experience of designing robust and logical spreadsheet solutions for actuarial problems


Portfolio - presentations


Sep 2007Present

Fellow of the Institute and Faculty of Actuaries

UK Actuarial Profession