Managing Treasury for Insurance Companies with Dan Ferguson

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Featuring

Dan Ferguson

Group Treasurer at Resolution Life

Mike Richards

CEO, The Treasury Recruitment Company

About this episode

Treasury is a universal language – but how do the nuances vary across different industries?

After starting out in banking, this week’s guest has spent decades managing treasury in insurance and on this re-run episode of The Treasury Career Corner, Dan Ferguson, Group Treasurer at Resolution Life, is back!

He fills us in on his career since he appeared on the show in 2019, how the industry has changed and how COVID and remote work has affected him.

Dan began as a Treasury Operations Clerk at Bank of New York Mellon in 1997. He later worked as a Finance Assistant for Lloyds Banking Group before moving into treasury as an Assistant with Ernst & Young.

He became Treasury Operations Analyst at Thomas Cook UK in 2001 before joining RSA where he would spend 19 years as Treasury Dealer and later Treasury Manager and Group Treasurer.

Since May 2022, Dan has been Group Treasurer at Resolution Life, a global manager of legacy life insurance portfolios.

On the podcast we discussed…

  • Dan’s 2019 predictions for how Brexit would affect treasury
  • Transitioning to remote work
  • Why treasury is and always has been a strategic function
  • What’s behind his management style
  • The importance of communication skills
  • The challenges he faced managing treasury in insurance
  • The benefits of networking
  • Changes to Dan’s career
  • Why qualifications are key in treasury

You can connect with Dan Ferguson on LinkedIn.

Are you interested in pursuing a career within Treasury?

Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move!

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Whether you’re at the gym, on your commute, or walking the dog – you can now make your podcast time count toward your professional development.

We’re thrilled to share that Treasury Career Corner podcast episodes now qualify for CTP and FPAC recertification credits through the AFP’s Independent Study category.

How It Works:

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➡️ The longer the episode, the more credits you can earn:

  • 30-minute episode = 0.6 credits
  • 45-minute episode = 0.9 credits
  • 60-minute episode = 1.2 credits

No filler. No fluff. Just real conversations with top treasury leaders on strategy, leadership, risk, tech, and team building - everything AFP expects at an intermediate to advanced level.

🧠 Quick Facts:

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