Mark Walker
Quality Checker - Pensions Analyst @EY
Signup · Get unlimited contacts
WORK HISTORY
Quality Checker - Pensions Analyst @EY
Guaranteed Annuity Rate (GAR) Project • Providing technical assistance to consultants completing GAR assessments; • Quality checking assessments to ensure the correct outcome has been reached; • Providing feedback to consultants on assessments; • Checking actuarial Excel calculations comparing Unit-linked and With-profits pensions; • Correcting premium history, charges and unit allocation on calculations where necessary; • Attending management meetings to discuss complex cases; • Contacting customers to discuss offers and complete assessments; • Providing support on recalculations where necessary; • Producing bespoke customer letters. GMP Equalisation project • Sense checking and correcting RECAL loss assessments; • Checking actuarial Excel calculations to ensure the correct assumptions have been applied; • Quality checking correspondence and redress figures.
EDUCATION
Pensions Management Institute
Pensions
Chartered Insurance Institute
Advanced Diploma in Financial Planning
Chartered Insurance Institute
Advanced Diploma in Insurance
SKILLS
ABOUT MARK WALKER
Chartered Financial Planner
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.