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David Surgey Location
United Kingdom
David Surgey Work
Global Benefits Consultant @ (September 2021 - Present)
International Retirement Consultant @ (June 2019 - September 2021)
Senior Consultant @ (July 2014 - May 2019)
Corporate Benefits Director @ (January 2013 - June 2014)
Employee Benefits Consultant @ (December 2007 - December 2012)
Paraplanner @ (July 2006 - December 2007)
Charity Work @ Good Cause - not-for-profit organisation (August 2004 - June 2006)
Corporate Paraplanner and New Business Co-ordinator @ (July 2003 - August 2004)
David Surgey Education
Pensions Management Institute
Diploma in International Employee Benefits
2015-2016
Chartered Insurance Institute
Chartered Financial Planner
2001-2014
Sheffield Hallam University
BA (Hons) (Financial Studies)
1999-2003
David Surgey Skills
Pensions
Employee Communication
Employee Benefits
Auto Enrolment
Critical Illness
Flexible Benefits
Group Life
Income Protection
Private Medical Insurance (PMI)
Retirement
Savings
Pensions Reform
Risk Management
Life Insurance
Retirement Planning
Investments
Financial Planning
Risk
Financial Risk
Retirement Solutions
Benefits
Protection
Insurance
Pension Funds
Private Medical Insurance Pmi
Insurance Brokerage
Private Medical Insurance
David Surgey Summary
David Surgey, based in United Kingdom, is currently a Global Benefits Consultant at Aon. David Surgey brings experience from previous roles at Aon, Gallagher and Origen Financial Services. David Surgey holds a 2015 - 2016 Diploma in International Employee Benefits @ Pensions Management Institute. With a robust skill set that includes Pensions, Employee Communication, Employee Benefits, Auto Enrolment, Critical Illness and more. David Surgey has 1 emails on RocketReach.
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