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Alan Whalley

Career History


Alan Whalley is chairman of WEALTH at Work (a dynamic private equity funded company delivering financial education and advice in the workplace), chair of Management Board of the Institute and Faculty of Actuaries, independent chair of trustees of Atlas Master Trust (founded by Capita) and trustee of British Coal Staff Superannuation Scheme. 

Alan's career as a consulting actuary focused mainly (but not exclusively) on workplace pensions. At Watson Wyatt (now Willis Towers Watson) he opened new offices in Manchester and Leeds. He was appointed head of the UK benefits practice in 1995, European managing partner in 1999 and US regional manager in 2004.

Alan then served as UK chief executive for Mercer for six years until his retirement in 2012. During this period he was named by Pension Insight as one of the top 50 most influential people in pensions in the UK and by PLANSPONSOR Europe as one of the top five consultants in Europe. 

Alan was educated at Normanton Grammar School in the West Riding of Yorkshire and gained a mathematics degree from University College, Oxford in 1977. He completed the actuarial examinations in 1980 and the PMI examinations in 1981, becoming FIA in 1982 and FPMI in 1989.

Outside of work, Alan enjoys reading, travel, watching sport (especially rugby and Formula 1)