Summary
I work as an Employee Benefits Consultant as part of the Lighthouse Group, who are the largest autonomously owned independent advisory firm in the UK. I service a large portfolio of companies and advise on all matters relating to corporate financial advice and employee benefits.
I have gained valuable experience in all aspects of advice to employers and more specifically about the benefits they offer to staff; including, Group Personal Pensions, Group Life Assurance, Group Income Protection, Salary Exchange, Private Medical Insurance, Keyperson cover and Shareholder Protection.
In addition, over the years I have also worked extensively on all aspects of pension provision from an advice point of view and also from a technical point of view. This has allowed me to develop an in depth knowledge in other areas of financial planning.
Expertise
I have gained valuable experience in all aspects of advice to employers and more specifically about the benefits they offer to staff; including, Group Personal Pensions, Group Life Assurance, Group Income Protection, Salary Exchange, Private Medical Insurance, Keyperson cover and Shareholder Protection.
In addition, over the years I have also worked extensively on all aspects of pension provision from an advice point of view and also from a technical point of view. This has allowed me to develop an in depth knowledge in other areas of financial planning.
Experience
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Lighthouse Group Employee Benefits
Employee Benefit Consultant
- Current
I look after a variety of companies, from small owner managed companies to larger Limited companies. I regularly deal with HR professionals, Finance professionals and Directors and have an understanding of the daily issues that face these different people. Prior to my current role I worked for a large insurance company that specialised in pension provision. Throughout this time I was involved in complex pension issues arising from SSAS, SIPP, final salary transfers and income drawdown.
Education History
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Financial Services
The Nottingham Trent University
2000 - 2000
Qualifications
Certificate in Financial Planning (Cert PFS)
G60 - Pensions
K10 - Retirement Options
K20 - Pension Investment Options
Currently studying the final module for Diploma in Financial Planning
G60 - Pensions
K10 - Retirement Options
K20 - Pension Investment Options
Currently studying the final module for Diploma in Financial Planning
Clubs and Associations
Member of Personal Finance Society
Interests and Hobbies
I am a member of Rochdale Rugby Union Club and currently play each Saturday (well I put the kit on and run around!!).
