I’m an actuary by training and I had two potential career paths when I passed my last actuarial exam (there were 10 of these exams when I finished):
- Pension consulting
- Life insurance company new product development
I picked the latter. Then, as my career progressed, I moved from life insurance to retirement, and from product development to retirement planning. With this experience, I was able to develop the Income Allocation planning method that integrates annuity payments into a plan for retirement income.
The Market and Our Clients Have Brought Me Back to Pensions
To meet the needs of our clients, I’ve had to come full circle – back to pensions.More