WEALTH at work
Alan Whalley is an accomplished professional with extensive experience in financial services and pension management. Currently serving as a Non-Executive Director at WEALTH at work since 2013, Alan has held various pivotal roles, including Chairman of the Pensions Management Institute Advisory Council and Board Member, Trustee Director for Aviva Master Trust and British Coal Staff Superannuation Fund, and Senior Independent Director at JPMORGAN LIFE LIMITED. Alan's leadership in industry organizations is notable, having chaired the Management Board at the Institute and Faculty of Actuaries and the Trustee Board of Atlas Master Trust. With a strong educational background, including a Master's degree in Mathematics from University College Oxford and fellowships with the Pensions Management Institute and Institute of Actuaries, Alan also holds the designation of Accredited Professional Trustee.
This person is not in any teams
This person is not in any offices
WEALTH at work
1 followers
WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.