Bobby has over 30 years’ experience in the actuarial industry, and is Managing Director of HS Trustees.

Bobby shares his journey to date, from beginning his career in Life Insurance, transitioning to Investment Consulting and more recently becoming a Professional Trustee. We discuss everything from how he discovered the actuarial profession, memories of interviewing at various stages of his career, his approach to the exams, becoming a people manager, growing teams & business areas, and becoming a confident presenter.

Bobby is the first Professional Trustee I have spoken with on the show, and he gives a great account of what his work involves which may be helpful for anyone thinking of going in this direction in the future.

I hope you enjoy the conversation!

Please connect with Bobby here: https://www.linkedin.com/in/riddawayconsulting/

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

John is a Partner at Aon, where he leads the Corporate Consulting business across the UK. John is responsible for a team of over 100 people as well as being a lead consultant for a number of corporate clients.

We explore everything from how John entered the actuarial profession as a summer intern, his experience with the exams, starting in a mixed trustee/corporate consulting role, his involvement in setting up a specialist valuations team, transitioning to become a corporate specialist, and becoming a Partner.

John shares his experience of moving into people management & leadership, and how he helps people at key stages of their careers. John also shares his views on the future of the pensions industry, and his keen interest in developing ways to support part-time colleagues in a different way, to help with their longer term development.

I hope you enjoy the conversation!

Please connect with John here: https://www.linkedin.com/in/john-hardern-65232b36/

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Kelly is a Leadership Coach, a Wellbeing Researcher and her background includes being a Qualified Actuary in the pensions field.

We explore Kelly’s journey to date, including how and why she became an Actuary, moving from a consulting environment to an in-house pensions team, her leadership & people management experience, and her decision to move away from an actuarial role to set up her coaching business.

We then explore coaching in more detail, including how people at all levels can benefit from working with a coach, the different areas Kelly coaches people on, a closer look at what the coaching process involves, and the importance of identifying your own individual values, strengths & areas of interest.

I hope you enjoy the conversation!

Please connect with Kelly here: https://www.linkedin.com/in/kelly-esther-davies/

You can find out more about ATEB Coaching by visiting the website: Home | Ateb Coaching

Kelly also writes a blog called 'Time for You', a weekly quick dose of inspiration with a quote, a question, and a recommendation to help you pause and reflect: Time

for You | Ateb Coaching

Please note these are not 'affiliate links' :)

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Neel is an Associate Director at WTW, working in the Retirement Team.

Neel began his actuarial career in Kenya before moving to the UK. We discuss everything from how he discovered the actuarial profession, securing his first role, progression quickly into a management position and his reasons for seeking a move to the UK. We explore some of the differences between working in pensions consulting in Kenya vs London, his experiencing of interviewing for UK roles and why he chose to join WTW.

Neel also shares his views on the importance of finding the right balance between work, the actuarial exams and personal life during the early stages of his career.

I hope you enjoy the conversation!

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Emma is an Associate Partner at Aon and leads the Bristol Trustee Retirement Team.

We discuss everything from how she discovered the actuarial profession existed, why she chose to work in pensions consulting, understanding the role of a pensions actuary, and how her role evolved over time. Emma shares her experiences of seeking opportunities and stepping out of her comfort zone, and how some of these opportunities influenced her career development.

Emma also shares her experience of going on maternity leave twice, finding the right work-life balance, all whilst going through promotion processes and taking on people leadership responsibility.

I loved getting to know Emma, she is incredibly impressive and I hope you enjoy the conversation!

Please connect with Emma here: https://www.linkedin.com/in/emma-moore-63399713a/

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Steve is an Actuary & Corporate Consultant at First Actuarial, based in Manchester.

Steve shares his journey into the actuarial profession, discussing his experiences, challenges, and insights gained over 20 years in the industry. We explore how his role has evolved over time, including becoming a Scheme Actuary before specialising in corporate advice, with a particular emphasis on finding enjoyment & fulfilment in each role rather than focusing on job titles.

Steve also offers advice to graduates and young professionals, including his thoughts on what to look for during the interview process, embracing every opportunity which comes your way, and sharing his views of the future of the profession.

I hope you enjoy the conversation!

Please connect with Steve here: https://www.linkedin.com/in/sdeverellsmith/

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Niraj is an Investment Analyst at LCP. He shares his journey into the actuarial profession, his experience of studying and working during the pandemic, beginning his career in pensions consulting and transitioning to investment consulting.

Niraj shares his insights on balancing work, study, and personal life, encouraging early career professionals to prioritise their well-being alongside their ambitions. We learn some of the differences and similarities between working in pensions and investments, and how his career has progressed to date.

Niraj also touches on his journey of unmasking and being his authentic self, which has influenced his perspective on career progression and personal development. I'd highly recommend following his LinkedIn posts and blog, which focus on topics related to his own lived experiences.

Please connect with Niraj here: https://www.linkedin.com/in/niraj-shah-aia-a9783317b/

It was a pleasure to get to know him, hope you enjoy the conversation!

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website

Andrea is a Partner at K3 Advisory, where she leads K3’s solutions for schemes moving through the buy-in phase of the transaction to ultimate buy-out. She also manages key relationships with insurers, reinsurers, K3’s business partners and trustees.

We explore how Andrea discovered the actuarial profession, and follow her career path which includes working for two consultancies, the PPF, the bulk annuity team of an insurance company and now K3 Advisory.

We discuss the differences between some of her key roles, the challenges and opportunities she encountered along the way, her experience of moving into a people management role, and her love of specialising in the bulk annuity market.

I hope you enjoy the episode!

Please connect with Andrea here: https://www.linkedin.com/in/andrea-mendham-6976a762/

Mentioned in this episode:

Actuarial People is sponsored by my recruitment company Turner Perkins. I specialise in helping pensions actuarial professionals across all experience levels with their career moves. Please visit https://turnerperkins.com or email james.turner@turnerperkins.com to arrange a confidential conversation!

TP Website