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Important Notice...

WE ARE NOT FINANCIAL ADVISERS

If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.

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Meet the team

Our structure ensures a dedicated Account Manager handles the relationship and day-to-day administration of each pension scheme with a designated Director overseeing governance and support. Our specialised departments include banking, pension payroll, general administration, sales support, regulatory reporting, technical transactions and IT.

The company’s foundation rests on modernising timeless products upheld by our team’s embodiment of our mantra and values. We persistently pursue innovation, maintaining high standards in service and support while investing significant time in operational, technical and regulatory training. Curious about joining us? Discover more.

Careers
  • Richard Mattison

    Director

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  • Jane Davies

    Director

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  • Petra Bennett-Tappenden

    New Business Administrator

  • Shaheer Rabbani

    Pension Accounting Officer

  • Adeel Hussain

    Pension Accounting Officer

  • Emma Taylor

    Team Leader

  • Claire Fort

    Pension Administrator

  • Daniel Fox

    Account Manager

  • Daniel Foulkes

    Account Manager

  • Anya Edyvean

    Pension Administrator