Bob Brassington

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).

Experience

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).