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.
- 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.
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).