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Bob Brassington Financial planning

Bob Brassington

Financial planning

Areas of expertise

Defined benefit (DB) & defined contribution (DC) pensions; employee benefits; business protection insurance; pension transfer advice; member-directed pensions (small self-administered schemes (SSAS) and self-invested personal pensions (SIPPS).


Bob advises a wide range of companies and directors on pensions and employee benefits. This includes advice on DB & DC pension schemes for employers & trustees and private insurances for directors and employees.

He is a pension transfer specialist and is also a director of the Evelyn Partners corporate trustee company, providing specialist services to member-directed pension schemes.

Notable achievements

  • Conversion from DB to DC pension accrual for SME in food manufacturing.
  • Advising trustees of private school DB scheme about scheme investments and DC governance.
  • Helping members of a group personal pension of a national retailer with funding and investment advice.
  • Assisting an architectural practice with the purchase of new business premises using directors’ pension funds.

Professional qualifications/memberships

Fellow of the Pensions Management Institute (PMI), Associate of the Chartered Insurance Institute (CII), holder of the Advanced Financial Planning Certificate and a Member of the Personal Finance Society (PFS).

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