Sam Waterman

Associate Director

Contact Information

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Samuel is a member if the Funding Solutions and Analytics team, where he provides actuarial and investment support to pension scheme clients with a focus on risk management and innovative solutions.

Before joining IGG, he worked for AXA UK in the in-house Pension Strategy Team and worked on both UK and Ireland DB schemes, including as the corporate representative for the Ireland scheme for all investment matters.

  • Accredited Professional Trustee, receiving accreditation in 2023
  • Actuarial liability valuations
  • Building cashflow matching investment portfolios
  • Constructing and implementing investment strategies
  • Designing pension scheme risk management technology solutions
  • Fellow of the Institute and Faculty of Actuaries, qualifying in 2018
  • Insurance transactions, including buy-in, buy-outs and longevity swaps
  • Liability hedging strategies, including non-standard collateral arrangements
  • Various investment governance structures including Fiduciary Management

Implemented first deferred member longevity swap with AXA UK

Designed and implemented £2.5bn long dated cashflow matching credit portfolio with derivative hedging overlay

Built and deployed several risk management monitoring tools for AXA UK and Ireland.

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