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Succession & Contingency Planning

Continuity Secured. Governance Assured.
Proactive succession and contingency planning to protect your business, meet regulatory expectations, and ensure leadership stability.

Finalyse empowers insurers to navigate leadership transitions with confidence and precision. Our specialised service strengthens organisational readiness through strategic resourcing, oversight structures, and agile response mechanisms.

Leveraging deep regulatory insight, we equip boards with tailored solutions that ensure uninterrupted operations and long-term resilience. From executive gap coverage to forward-looking talent pipelines, we future-proof your governance framework against disruption.

How does Finalyse address your challenges?

Named Contingency Role Holder

We offer cost-effective solutions allowing insurers to pre-select contingency role holders to cover unexpected staff losses. Pre-agreed terms, training, and contact procedures ensure smooth transitions.

Emergency Succession

Our consultants quickly fill unexpected absences due to illness or resignation. Coverage durations vary from days to months, enabling orderly succession planning and offering critical crisis management support.

Interim Cover

We provide interim support for planned absences like maternity or career breaks, typically including overlap with the incumbent role holder to maintain business continuity and minimise disruption

Talent Mentorship and Oversight

Our mentorship services support internal emerging talent who are parachuted into senior roles sooner than anticipated. We offer initial hands-on oversight, evolving gradually into an advisory role as successors become proficient.

Board Advisory

Boards bear ultimate responsibility for succession planning. Our independent consultants support Boards by ensuring robust, compliant, and industry-aligned policies, providing additional assurance and perspective.

To get all your questions answered
Contact us

How does it work in practice?

Finalyse’s Succession & Contingency Planning solutions are designed to provide compliance against critical regulatory requirements and guidelines

 

 

 

Key Features

  1. Specialised Expertise: Our team comprises seasoned actuaries, risk management professionals, and regulatory compliance specialists, with deep industry knowledge.​
  2. Customised Solutions: We tailor our outsourcing services to meet your organisation's specific needs and challenges.​
  3. Regulatory Alignment: Our services ensure that your control functions are in line with evolving regulatory requirements, both at local and European level.
  4. Enhanced Governance: By integrating our expertise, your organisation benefits from strengthened governance and risk management frameworks, ensuring best-in-class outsourcing oversight.

Partner with Finalyse gain a turnkey solution that safeguards leadership continuity, meets evolving regulatory expectations, and embeds resilience into your organisational DNA.​

Gary Stakem
Principal Consultant - Fellow member of the Society of Actuaries in Ireland, Licentiate of the Compliance Institute, Chartered Enterprise Risk Actuary - Expert in Actuarial and Risk Management / Solvency II / Regulatory Compliance / Audit & Assurance

Gary is a Principal Consultant within our insurance practice in Dublin. He has 16 years of experience within the life and non-life (re)insurance sectors covering industry, audit and consultancy roles. His expertise covers financial reporting, prudential and conduct risk management, and assurance activities. Gary has provided outsourced actuarial, risk, compliance, and internal audit function services for a wider range of insurers, reinsurers and captives.

Francis Furey
Principal Consultant - Fellow member of the Society of Actuaries in Ireland - Expert in Actuarial and Risk Modelling / Internal Models Approval and Validation

Francis is a Principal Consultant in charge of our insurance practice in Dublin. He has 15 years of experience within the life and non-life (re)insurance industry. His expertise covers the areas of financial reporting, prudential regulation, and actuarial modelling. Francis has worked in both industry and consulting with extensive exposure to Solvency II and BMA-regulated clients and a keen eye on new regulatory developments.

Frans Kuys
Principal Consultant - Fellow of the Institute of Actuaries in UK - Expert in BMA EBS regulation / Solvency II / IFRS 17 / ICS / IORP II / Climate Change Risk Management for Insurers / Market Risk / Strategic Asset Allocation / AXIS

Frans is an actuary and Financial Risk Manager with international experience in the pensions and insurance sectors. He has been specialising in actuarial valuations (AXIS), financial and regulatory reporting (IAS19, US GAAP, IFRS2, IFRS17), regulatory reporting (IORP II, Solvency II, ICS, BMA), market risk management (ALM, SAA), climate change risk management and investment consulting.