Simon Walpole

Partner, Consulting

Deloitte

Profile:

Simon joined Deloitte in September 1992 and was based in Europe until he came to Asia in 2002. He is the Consulting banking and insurance industry leader for Deloitte in China, and since 2010 has been Practice Leader of the actuarial team in Greater China and South East Asia. He also leads the Consulting Financial Services practice in Hong Kong / China.

Simon has extensive experience in assisting Asian and European insurance clients in valuations, including numerous merger and acquisition assignments, IFRS, ERM / Solvency II, product development, business planning, and assessing business and strategic options.

Professional qualifications, affiliations, accomplishments

• Fellow of the Institute of Actuaries
• Fellow member of the Actuarial Society of Hong Kong
• President of the Actuarial Society of Hong Kong (2010)
• Co-Chairman of the Life Insurance Committee of the ASHK (2008-2009)
• Chairman of the Strategic Projects Committee of the ASHK (2011-now)

Academic qualifications

• MA, Mathematics (1992), Oxford University, United Kingdom

Service specialisation

• Life insurance valuations for merger and acquisition and corporate reporting assignments:  Simon has worked for both buyers and sellers in a variety of transactions and listings for companies in Hong Kong, Taiwan, Mainland China, Indonesia, Malaysia, Korea, Thailand, Philippines, Singapore, India, Germany, and Holland.
• IFRS for life insurers, including teach-ins, methodology advisory, financial impact assessments, and business implementation planning.
• Solvency II and ERM, including granular risk identification, calibration of risk distributions for both market and non-market risks, Economic Capital modelling, analysis of results, and strategic impact assessments.
• Asset-liability management of pension guarantees and life insurance portfolios: Simon has led ALM investigations for companies in a variety of markets including Taiwan, Hong Kong, China, Singapore, Korea, Thailand and a number of European markets.
• Wide experience in product development and pricing, and business planning for insurance companies.

The latest articles from Simon Walpole

Strategy & Practice Management

Shaping a winning insurance offering As insurance companies look to find an opening to tap the protection, savings and retirement needs of Hong Kong's wealthy, Simon Walpole of Deloitte Consulting explains how they are trying to position their offerings and ally with the right distributors..