B Bus Sc (UCT) PhD (Wits) FIAA
I am a qualified actuary and have divided my working life between professional actuarial and management roles, and teaching and research at university. I have worked as the Chief Actuary of a life insurer, consulted to a range of companies and governments, held various directorships, been a member of investment and audit committees, and held a research and policy role at APRA.
My major actuarial concern has been to protect, research and develop new strategies in meeting the savings and insurance needs of people throughout their lifespan. I have always seen this as a necessary extension to the traditional actuarial roles of product development and risk management. I have contributed to thought leadership in the profession through the development of professional guidance notes, textbooks and hundreds of professional presentations, articles and academic papers as well to government submissions especially on superannuation legislation.
Retired from full time work since October 2020, I continue with research – and currently have a one day a week appointment at UNSW – with an increased my involvement with the Actuaries Institute, where I serve on Council, as Convenor of the Retirement Incomes and Superannuation Low Income Working Groups, and a member of the Retirement Strategy Group. My current research focus is on retirement incomes and related issues in regulation, economics and finance.
My current research is focused on the development of appropriate retirement income products, including product design, investment, regulation and personal financial advice. Those interested in financial planning are invited to look at our calculator at in www.draftfinplancalc.com. This is closely related to my position as Convenor of the Retirement Income Working Group of the Actuaries Institute. I am also working on an understanding of greed and justice in society that incorporates recent development in neuroscience and more ancient philosophical and religious approaches - and its consequences for institutional reform - especially market design.