- PENSIONS ADMINISTRATOR with over 11 years experience gained in the financial services sector, with other experience gained in the sales, marketing and hospitality industries.
- Has primarily worked with a life office as an Underwriter dealing with Life, CI, IP, TPD, rider benefits, Business Key man, Kerman Executive IP, Relevant life, Shareholder Protection.
- Current role is a Pension Administrator managing large group schemes with all related administration tasks.
- Large funded DB schemes including auto-enrolment, transfers, refunds, estimates of non-crystallised benefits, GMP, calculations, death cases, Death in Service, Death Grants along with tax and payroll.
Currently studying toward being a pension transfer specialist with R04, R01, R02 and planning GR7 and AF7 in the near future. Is currently studying for the Diploma in Regulated Financial Planning.
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.
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