Andy Willerton

Head of Uk Operational Taxes @Aberdeen

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2010 — Present

Head of Uk Operational Taxes @Aberdeen

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Edinburgh, GB

Creation and leadership of operational tax function with responsibility for ensuring products, processes and systems comply with relevant tax regulations and that reporting to Customer, Advisors and HM Revenue & Customs is accurate. With focus on the savings and investment products held on the Wrap and Funds Supermarket Platforms (e.g. ISAs, SIPPs, Bonds, Unit Trust & OEICs), key activities include- Control Assurance, Process Improvement, relationship with HMRC, implementation and support of Regulatory Change, Compliance responsibilities, eg USQI Responsible Officer, and ongoing technical support to Proposition, Marketing, Operations and 3rd party service providers.

EDUCATION

N/A

Hyde Grammar School

O Levels

2004 — 2005

University of Warwick - Warwick Business School

Diploma

SKILLS

Financial ServicesPortfolio ManagementStakeholder ManagementOperational RiskTaxFinanceLeadershipGovernanceBusiness Process ImprovementBankingRisk ManagementInvestmentsFinancial RiskEnterprise Risk ManagementAuditingProject DeliveryComplianceOperational Risk ManagementInternal ControlsRetail BankingInternal AuditManagement

ABOUT ANDY WILLERTON

A senior operations / risk management professional with extensive experience working in…

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Andy Willerton — Head of Uk Operational Taxes at Aberdeen in Manchester, GB | Unifers