Emma McWilliam joins ERM team of Hymans Robertson

04 November 2014 Consultancy.uk

Hymans Robertson has expanded its advisory team with Emma McWilliam, who joins from Milliman. McWilliam will strengthen the Enterprise Risk Management team and play a leading role developing risk and actuarial services for the life insurance market.

Emma McWilliam has more than 20 years of experience in the insurance industry, she previously held senior leadership positions at Milliman and before that, Ernst & Young (currently EY). She has significant experience in the longevity and annuity markets, working with life insurers, reinsurers, investment banks and institutional investors. Besides her professional work experience, McWilliam is a regular industry presenter and contributor to articles and is a published Editor of ‘Longevity Risk’, by Risk Books. McWilliam in addition is Chairman of the Investment and Life Assurance Group’s Financial Reporting Practitioner Group.

Hymans Robertson

At Hymans Robertson, a professional services firm, McWilliam will oversee the provision of a range of services aimed at life insurers. These relate to longevity de-risking, bulk annuities and Hymans Robertson’s DC pensions tool Guided Outcomes, which actively supports employees to save for retirement.

“Emma is a clear industry leader in the longevity and bulk annuity markets, having quite literally published the book on the subject. Working together with our core life leadership team, she will lead the development and delivery of our advisory services to the life insurance market as we embark on the next stage of our ambitious expansion plans,” says Douglas Anderson, Partner at Hymans Robertson.

Emma McWilliam says: “I am thrilled to be driving forward Hymans Robertson’s ambitious plans to deliver quality services to our clients at this important juncture in the longevity and retirement revolution. The firm is leading the way by bringing together the disciplines of investment, pensions and life insurance to provide best in class solutions to the retirement market.”

Emma McWilliam Ross Evans Stephen Makin Matt Fletcher Douglas Anderson

Recent additions
Recently, Hymans Robertson also expanded its life insurance team with Ross Evans (former RBS and PwC), Stephen Makin (former Prudential) and Matt Fletcher (former Towers Watson and KPMG). The team currently consists of approximately 25 advisors specialised in the field.

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.