Edward Beavis

Examiner
DISC Type : cs

Support Professional Trustee at Dalriada Trustees Limited

Stevenage, England, United Kingdom

Overview

Edward Beavis is a Support Professional Trustee at Dalriada Trustees Limited with over 15 years of experience in the pensions industry. He specializes in pensions management, scheme governance, and secretarial services, and is an Accredited Member of the Association of Professional Pension Trustees, holding a BA from Nottingham Trent University.

He has a keen interest in the future of his industry, recently attending discussions on the role of AI in pensions. Edward also actively engages with networking and professional development events, particularly those aimed at junior professionals.

He was shortlisted for "Trustee of the Year" in the Professional Pensions Rising Star Awards for 2024, after being nominated in 2023.

Personality Overview

Unexpressive

Late Adopter

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Industry Recognition
Was shortlisted for "Trustee of the Year" in the 2024 Professional Pensions Rising Star Awards, demonstrating a commitment to excellence in his field.
AI in Pensions
Recently attended and shared insights from an industry discussion on how AI is reshaping pensions, focusing on benefits, risks, and governance challenges.
Professional Trusteeship
His core role is backed by 15 years of experience and an accreditation from the Association of Professional Pension Trustees.

Media Appearances

Edward has no verified media appearances

Work History

9-2022
Support Professional Trustee at Dalriada Trustees Limited
4-2022 - 9-2022
Consultant at Capita Pension Solutions
7-2018 - 4-2022
Consultant at Mercer
5-2014 - 7-2018
Associate Consultant at JLT Employee Benefits
10-2011 - 5-2014
Pensions Administrator at BROADSTONE Pensions and Investments

Education

2005 - 2008
BA (Hons) from Nottingham Trent University
1998 - 2005
Education details unavailable from The Nobel School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Stevenage, England, United Kingdom Job Level : N/A Designation : Support Professional Trustee at Dalriada Trustees Limited
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Edward

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Edward take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Edward

Personality Compatibility


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