Personalised page for Patrick Lee

Welcome to my personalised page on the International Qualified Actuaries Group website.

I am Patrick Lee and I qualified as FIA (Fellow of the Institute of Actuaries) in 1989.

After spending 9 years at R Watson and Sons (now Willis Towers Watson) in first their pensions then their investment consulting practice (ending up as partner leading their asset allocation consulting in Europe), I set up my own actuarial and other software firm in 1995 with Alun Marriott and then world renowned actuary Professor David Wilkie CBE FFA FIA.

I specialise in cloud software in the Microsoft ecosystem but also with a strong interest in AI.

I am also the founder and General Secretary of the International Qualified Actuaries group.

As well as my page on here, you can also find my content on:

My personal professional website (pjlee.net)

LinkedIn

 


Platform Upgrade Complete: A New Era for INQA Group

 Platform Upgrade Complete: A New Era for INQA Group

After months of development and testing, I'm thrilled to announce that our comprehensive platform upgrade is now complete and fully operational. This milestone represents a significant evolution in how INQA serves qualified actuaries worldwide.

MembershipDashboard30May2025

The new INQA membership dashboard provides intuitive access to all platform features

The Journey

The path to this upgrade began with a simple question: How can we create more value for qualified actuaries while keeping costs reasonable? The traditional professional body model, with its high fees, regulation and bureacracy, wasn't working optimally for many actuaries seeking focused professional development and networking.

We set out to build something different - a streamlined, modern platform that delivers exactly what actuaries need without unnecessary overhead. The development process involved:

  • Consolidating our technical infrastructure to three core modules
  • Implementing a robust membership management system which is almost entirely automated
  • Creating a flexible subscription model with transparent pricing
  • Building integrated tools for professional collaboration

Throughout this process, we maintained our focus on delivering practical benefits rather than technical complexity.

Key Benefits Now Available

With the upgrade complete, members now have access to:

1. Streamlined Membership Management

  • Self-service subscription handling
  • Automated monthly billing through Stripe
  • Transparent plan comparison and upgrade options

2. Enhanced Professional Directory

  • Comprehensive member profiles with specializations and expertise areas
  • Improved visibility options for public viewing
  • Featured members showcase highlighting diverse expertise

3. Member Forums

  • Dedicated discussion spaces for qualified actuaries
  • Topic-based organization for focused professional conversations
  • Secure environment for sharing insights and best practices

4. Working Parties Platform

  • Task management and discussion tools for collaborative projects
  • Document sharing and version control
  • Role-based permissions for effective team coordination

5. AI-Powered Tools

  • Token-based access to specialized actuarial AI tools
  • Knowledge base integration for relevant resource discovery
  • Conversation history and context retention

These features are now live and available to all verified and premium members.

PublicMemberDirectory30May2025-4
The enhanced member directory makes it easy to connect with qualified actuaries worldwide

Vision for the Future

This platform upgrade isn't just about new features - it represents a fundamental shift in how we approach professional actuarial collaboration. Our vision includes:

  • Member-Driven Development: Future enhancements will be guided directly by member feedback and needs
  • Continuous Improvement: Regular updates rather than infrequent major overhauls
  • Expanded Collaboration: Creating more opportunities for cross-disciplinary work
  • Global Perspective: Building tools that connect actuaries across geographic boundaries

We're particularly excited about the potential of our Working Parties module to facilitate meaningful collaboration on emerging actuarial challenges.

WorkingPartiesInterfacev1-2

The Working Parties module enables effective collaboration on complex actuarial projects

Join Us

If you're a qualified actuary who hasn't yet experienced the new platform, now is the perfect time to join. Our monthly subscription model makes it easier than ever to become part of this growing community.

For existing members, I encourage you to explore all the new features and share your feedback. This platform belongs to all of us, and your input will shape its future evolution.

Here's to building a modern actuarial organization together!