Jake Waterfield

Disclaimer: Final Salary Pensions are suitable for the vast majority of members. Transferring from a final salary pension scheme is an irreversible decision and it could have a detrimental effect on your retirement planning. The detail on this website is for information purposes only and is not to be taken as a personal recommendation. Before taking any action, you should take financial advice from a suitably qualified independent financial adviser. Any potential advantages of transferring from a defined benefit scheme to a defined contribution scheme are often outweighed by the costs, risks and loss of benefits involved.

Jake Waterfield

Pension Technician

Jake joined the company in 2015 and is now a Pensions Technician after successfully passing all of his exams and undertaking training. In his spare time Jake likes to go to the Gym and supports his local team Manchester City.

OUR EXPERTS

Mark Wilson

Managing Director

Darren Hardy-Dearness

Compliance Director

Kerry Wilson

Operations Director

Rachel Holden

Paraplanning Manager

Vincent Jeffers

Pension Transfer Specialist Supervisor

Richard Bamforth

Pension Transfer Specialist

Graeme Fountain

Business Development Manager