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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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  • Leoni Whitehead

    Pension Administrator

  • Claire Fort

    SIPP Administrator

  • Holly Sheridan

    Property Technical Executive

  • Matthew Bolton

    Pension Administrator

  • Joe Scott Bentley

    Software Developer

  • Joshua Molloy

    Banking and Payroll Officer

  • Toni Duckworth

    Office Administrator