Head of Self-Invested Pensions
☎ +44 (0)29 2055 7012
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.
☎ +44 (0)29 2055 7010
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.
☎ +44 (0)29 2055 7042, Mobile: +44 (0)7384 430 860
Jim has over 30 years’ experience within the financial services industry, 21 years of which have been specifically 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.
☎ +44 (0)29 2055 7041
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 environment prior to joining JLT. Simon is responsible for the operational running of the SIPP team and provides financial advisers and members with support and ensures that our targeted SLAs are met.
☎ +44 (0)29 2055 7002
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.