Professional credential
FIA
Fellow of the Institute and Faculty of Actuaries
Professional Profile
Independent actuarial judgement, grounded in reporting reality.
I am a Fellow of the Institute and Faculty of Actuaries with experience across Hong Kong and the UK life insurance markets. My work has covered BMA Economic Balance Sheet reporting, IFRS 17 implementation, HKRBC and BSCR reporting, Solvency II valuation, economic capital, model validation, audit support, and actuarial process transformation.
Core reporting focus
BMA
EBS, BEL, BSCR, solvency movement analysis
Implementation experience
IFRS 17
Systems, UAT, OBS, BRD review and validation
Market perspective
HK & UK
Life insurance reporting, capital and product operations
What I Do
Turn actuarial results into a clear story.
BMA and solvency reporting
Lead and review BEL, BSCR, EBS and solvency analysis, with emphasis on movement explanations, expectation setting, and management communication.
IFRS 17 implementation
Support system architecture, business requirements, ETL and subledger UAT, Prophet model updates, validation approach and financial impact analysis.
Market-consistent valuation
Apply ESG, stochastic modelling and option/guarantee valuation techniques across economic capital, Solvency II and with-profits reporting contexts.
How I Work
Evidence first. Judgement always.
Good reporting starts before the final model output arrives. I build expectations from economics, business events, assumptions and management actions, then test the result against that view.
My style is direct, analytical and practical: fewer decorative charts, more explanation of what changed, why it matters, and what should be watched next.
I am comfortable working across actuarial, finance, investment, risk, audit and senior management audiences.
Selected Experience
Actuarial work across reporting, consulting and product operations.
Actuarial Manager, Tahoe Life Insurance Company
Lead BMA solvency reporting, monitor BEL and BSCR results, perform solvency movement analysis, support IFRS 17 implementation, and coordinate with Finance, Investment, Risk Management and governance committees.
Actuarial Manager, Risk Consulting, KPMG Hong Kong
Managed actuarial consulting projects covering capital and financial reporting processes, IFRS 4 and US GAAP reporting support, business forecasting, process transformation and market analytics.
Actuary, Products and Operations, Prudential UK
Supported unit-linked product operations, product illustration inputs, unit pricing, fund changes, compliance reporting, governance improvements and stakeholder coordination across investment, risk, legal and fund management teams.
Senior Consultant, EY Life Actuarial Services, London
Delivered life actuarial audit and advisory projects, including year-end audit support, Solvency II Standard Formula process development, QRT process review, ALM framework review and operational risk modelling review.
Senior Actuarial Analyst, Legal & General Assurance Society
Worked on economic capital, Solvency II liability valuation, SCR analysis, ORSA-related modelling, with-profits realistic balance sheet reporting, experience investigations, assumption reviews and reporting process acceleration.
Credentials
Education and qualifications
- Fellow of the Institute and Faculty of Actuaries, 2015
- Post-Graduate Diploma in Financial Mathematics, Victoria University of Wellington
- Bachelor of Business Administration, Hebei University of Technology
- Chinese lawyer's qualification
Professional Service
Membership and contribution
- Member of the Institute and Faculty of Actuaries since 2010
- Actuarial exam marker for Life Specialist paper since 2019
- Experience managing, coaching and reviewing actuarial professionals
- British citizen, based in Hong Kong