Our team specialise in defined benefit pensions; transfers, advice and much more
I have worked in the Financial Services industry since 2008. I began providing retirement advice in 2014 before specialising in Defined Benefit pension transfers. It’s great to help individuals make sense of their pensions and other assets, and helping them understand how best to use their wealth to meet objectives in retirement. For me, it’s all about education and understanding - before making big decisions.
I started my career in a private bank where I provided holistic advice, before moving to LV= in 2015. Since then I have provided advice on investments and pensions, before moving to specialising in Defined Benefit transfers. My favourite part of my role is helping my clients to understand their Defined Benefit pensions, which is a complex area of advice, and how they best fit into their retirement plans.
I’ve worked in Financial Services at LV= since 2003 and began giving advice to our customers in 2010. I have specialised in the retirement area for several years and now focus on helping people who want advice on Defined Benefit pension transfers and how they can best be used to meet their retirement needs.
I’ve worked in Financial Services since 1999, taking my initial financial planning exams at LV= back in 2002. I went on to become a qualified Financial Adviser when my career took me into the private banking sector. Here, I gained extensive experience as a Para-Planner which has enabled me to develop my technical knowledge in all areas of financial planning. I moved back to LV= in 2012 to become a Senior Financial Adviser in retirement advice and have been specialising in Defined Benefit transfers since 2017. The best part of my role is providing my clients with a sound retirement plan so they can enjoy this special time in their lives, knowing they have the best outcomes in place to make that happen.
I have worked with Defined Benefit Pensions since 1996 where I started as scheme administrator. This enabled me to gain experience of all aspects of pension administration including manual benefit calculations, transfers in and out, annual benefit statements and pension increases. I moved to LV= in 1999 and have held a number of roles that specialise as a Pension Transfer Analyst within the business.