Aug 2, 2022
Steph Willcox is Head of Actuarial Implementation at Dynamic Planner. Steph leads the actuarial responsibilities of Investment Services. She is responsible for ensuring the software represents future events accurately and in line with mathematical and actuarial principles and the Asset Risk Model. Steph reports to Chris Jones, Proposition Director at Dynamic Planner, working alongside other key team members including Abhi Chatterjee, Chief Investment Strategist, Jim Henning, Head of Investment Services and Jason Dewar, Head of Research.
Steph has spent her career working across pensions, tax and insurance and has focused on stochastic modelling for the past 10 years. In her prior role as Lead Actuary at EValue, she was responsible for the Actuarial function and calculation approach of the stochastic model. Steph is a fellow of the Institute and Faculty of Actuaries and part of an Actuarial Working Party which is focused on personal financial planning, bringing actuaries and advisers closer together, and helping to drive support of financial advice and retirement planning. Steph is a regular commentator in the industry's IFA financial media and a speaker at industry conferences.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.