What I offer
Non Executive Director Services
Bring 31 years in financial services with chair-level governance expertise at PRAG and Southbank Colleges. Skilled in finance, strategy, risk, global expansion and regulator/government engagement. Recognised DEI leader and bilingual English/Mandarin professional driving inclusive, effective boards.
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IFRS Compliance Consulting
Navigate complex IFRS for investment entities. Align global accounting practices seamlessly across multiple jurisdictions. Optimise financial reporting processes and internal controls. Ensure compliance with evolving requirements while enhancing operational efficiency and stakeholder confidence.
Financial Reporting Expert Service
Navigate pension fund accounting requirements with confidence. Ensure full compliance with SORP and LGPS code. Optimise pension fund financial reporting, disclosure requirements, and trustee board presentations for enhanced transparency.
Demystify Complex Derivatives Accounting
Expert accounting treatment for sophisticated financial instruments . Fair value measurement methodologies and comprehensive disclosure requirements. Design robust risk management and internal control frameworks for complex derivatives portfolios and hedge accounting applications.
Custodian Services Optimisation
Single Custodian Deep Dive: Audit 20+ KPIs on quality, cost, and efficiency, benchmarking against market for savings.
Multi-Custodian Analysis: Compare providers/fees side-by-side; strategic review and negotiation deliver 10–25% savings.
RFP and RFI Consulting
End-to-end support for RFP/RFI processes. Elevate proposal quality, ensure compliance, and achieve optimal selection outcomes.
Insource vs. Outsource Strategy Consulting
ROI and 3-year cost projections with risk-benefit assessment. Roadmap covering operations, technology, and change management.
Securities Lending Oversight
Maximise lending revenue while ensuring compliance. Benchmark performance, assess counterparty risk, and design robust oversight policies.
Experiences
National Standards Reform Leadership
Led national pension scheme reporting framework reform, securing government commitment to reduce duplication through collaboration with eight industry bodies. Strengthened FRC relationships and established Think Tank.
Senior Level Regulatory Negotiations
Negotiated critical agreement with FRC protecting 60% of organisational income from regulatory change. Influenced government policy on pension scheme reporting and shaped industry guidance standards.
Board Modernisation
First female and ethnic minority chair in PRAG's 50-year history. Modernised governance structures, embedded inclusive leadership, and delivered inaugural Strategy Day setting strategic direction.
DEI Leadership
Long-term board advisor shaping Northern Trust’s EMEA DEI strategy and Race at Work adoption. Chaired Asian Leadership Council 16 years, bridging cultures. Winner of Chairman’s D&I Award for championing inclusive, cross-cultural leadership.
Global Product Development & Revenue Generation
Directed Northern Trust’s IFRS solutions used by 2,000+ clients, generating multi-million-pound revenues. Launched UK Pensions SORP in 5 months, securing £1m annual revenue, establishing market leadership, and strengthening client relationships with innovative data delivery.
International Market Expansion
Led technical support on Northern Trust's expansion into APAC, securing first wins in sovereign wealth fund markets across Australia, New Zealand, Singapore, Hong Kong, and China worth £10bn+ AUC each.
Successful Crisis Management
Acted as interim Relationship Manager for £10bn+ UK asset owner during critical transition period ensuring seamless service delivery
Multi-Jurisdictional Expertise
Recognised authority on resolving complex accounting challenges across multiple jurisdictions. Supported regulatory dialogue with FRC on complex technical issues and derivatives within scheme accounts.
Year-End Process Transformation
Achieved 80% reduction in year-end reporting time for UK pension fund clients through comprehensive process reengineering, automation, and quality assurance framework enhancement.
