Meet: Kieran Mistry

09/02/24 • 24 min

In another Ask The Actuary special, Kieran Mistry shares his actuarial journey with us, from Deloitte to Hymans and finally, the award-winning Bulk Purchase Annuity (BPA) insurer, Standard Life in January 2022 – the last 2.5 years have been very busy in the BPA market!

Keiran describes the difference between being an actuary advising the trustee side of a BPA deal to being an actuary acting for the insurer, before offering some sage advice to nearly/newly-qualified actuaries, including:

“...Look for opportunities to grow and learn. If you're learning, I have a view that things will work out if you've got an actuarial badge and you keep looking to grow and learn...”

Hosted on Acast. See acast.com/privacy for more information.

“...Look for opportunities to grow and learn. If you're learning, I have a view that things will work out if you've got an actuarial badge and you keep looking to grow and learn...”

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

Meet: Adrienne (Ostroff) Lieberthal FSA EA CERA FCA MAAA

🎙️ Get ready for a special Ask the Actuary episode of BWD’s In The Know podcast! This time, we're joined by Adrienne (Ostroff) Lieberthal – the powerhouse CEO and Founder of Athena Actuarial Consulting and co-founder of NAWA (Network of Actuarial Women and Allies), boasting over 3,000 followers across the US.

🚀 Tune in to hear Adrienne's inspiring journey from her days as a college athlete in Philadelphia to conquering the actuarial world. Discover how she leveraged her competitive edge to ace those tough exams and land her first roles in the field.

🎉 Life took a thrilling turn for Adrienne in December 2020. Within just six days, she left a stable job, launched Athena, and got engaged! Fast forward to today: Athena has 3 business partners, 25 employees, and $3 million in annual revenue – all while staying true to its core values.

💡 "I felt like there was a way to run a professional services firm that puts people at the center...when those people feel better, they do better work. They are more innovative and creative when engaged..."

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

In conversation with Brendan Frazier

Join me for an illuminating conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG and host of the Human Side of Money podcast.

This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice!

You don’t want to miss this!

Key topics discussed:

🌟 The Human Element in Finance: Brendan shares his passion for integrating psychology and human behaviour into financial planning.

🚀 Helping Clients Take Action: Practical strategies to bridge the gap between knowing what to do and actually doing it, helping clients follow through on their financial plans.

💡 Building Trust: Effective strategies for financial advisers to establish and maintain trust with clients.

📈 Client Reviews Redefined: Why and how financial advisers should rethink their client review process to add more value.

✨ Magic Wand: Discover what Brendan would wish for if he could change one thing.

Hosted on Acast. See acast.com/privacy for more information.

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