MSc BSc FPFS FCSI
Known as the “Pension Professor”, I am an experienced pension practitioner providing specialist pension advice, technical support and training to advisors across the UK.
My name extends across into the most-respected corporate organisations in the UK and I have been providing pensions consultancy into specialist advisory businesses in various guises for 20 years
I am an experienced pension practitioner providing specialist and technically sophisticated pension advice to businesses and individuals across the UK – known by many as the ”Pensions Professor”.
My specialist area is defined benefit pensions and lifestyle retirement planning using cashflow modelling tools and this extends across into the most-respected corporate organisations in the UK. I have been providing pensions consultancy into specialist advisory businesses for more than 25 years.
This expert guidance focuses on regulated advice for members of Defined Benefit schemes, which includes both pension transfers out of schemes and building bespoke pension arrangements to receive them.
As part of our development work over the past three years, I have lead the development of an in-house, online retirement modeller which we have called ”EPCalculate” – designed to help clients model their own future retirement plans.
My role is to lead the Expert Pensions team and support them in the development and delivery of robust regulated pension advice for our clients who demand innovative solutions, unquestionable security and delivery platform fit for the future.