As JLT’s Head of Self Invested Pensions, Richard oversees all operational aspects of JLT’s SIPP and SSAS business. Richard manages the customer  service teams, technical hub and the business development functions. He has over 30 years’ experience working in the pensions industry and is passionate about delivering outstanding customer service and embedding a customer orientated culture. 

 

 

Patrick has been working in the pensions industry for over 30 years with focus on self-invested pensions. He is a Director of our SIPP and SSAS Trustee Companies. Patrick works closely with the client servicing teams and business development team and provides technical support to our key IFA Partners.

 

 

Jim has over 30 years’ experience within the financial services industry, 21 years of which have been specically within the SSAS and SIPP sector. His focus within the business is training oversight, technical support and management of the business risk plan. Jim Is a Chartered Insurance Risk Manager and an associate of the Chartered Insurance Institute

 

 

Simon has worked in the pensions industry for over 10 years’ and has experience in the following areas; administration, managing portfolios, auditing executive pension schemes, completing scheme returns, processing contracting out payments and complex reconciliations, as well as working in a sales support

 

 

Jessica has worked in the financial services industry for over 25 years’ and has experience in the following areas; pensions, transfers, audit and regulated complaints. Jessica is responsible for the operational running of the SSAS and Accounts & Calculations teams and also provides financial advisers and members with support and ensures that our target SLAs are met.

Last but not least, we have a committed, passionate and hardworking team working to achieve the best possible service to our clients.

 

 



Premier Pensions, a trading name of JLT Benefit Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. JLT is part of Mercer, a Marsh & McLennan company. Registered Office: The St Botolph Building, 138 Houndsditch, London EC3A 7AW. Registered in England No 02240496. VAT NO. 244 2517 79 

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