Edward has particular expertise in assisting clients with funding issues and the proactive management of the actuarial valuation process. He is interested in developing co-ordinated funding and investment strategies with a clear focus on the clients’ objectives.
He acts as Scheme Actuary to a wide range of clients ranging in size from less than £10 million to over £200 million. This includes an appointment as Scheme Actuary to a trustee operating more than a dozen separate defined benefit (DB) arrangements.
Edward’s clients include traditional final salary arrangements as well as career average and cash balance schemes.
funding matters including advice on funding triggers and incorporating SPVs into decisions on funding/investment strategy
advice on scheme mergers
advising trustees on member option exercises including Pension Increase Exchange and Enhanced Transfer Values
advising on schemes in wind-up including advice on bulk annuity transactions ranging in size from less than £5 million to in excess of £100 million
acted as Actuary to more than 10 Schemes going through a PPF assessment period/transfer to FAS with assets ranging from less than £5 million to more than £100 million
Edward joined the Leeds office of Barnett Waddingham in 1997 having graduated from Cambridge University with a BA in mathematics. He qualified as a Fellow of the Institute of Actuaries in 2003 and became a partner of the firm in 2008.
Outside of the office Edward spends most of his time trying to keep up with his two young daughters and looks forward to the time when he will be allowed to explore his own interests again!
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