Jill Lees

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.

Jill Lees

Client Services Manager

Jill manages the Sales Support Team who complete all the administration required on pension transfer cases to provide a smooth process for our clients, from dealing with initial telephone enquiries and documentation, through to submitting the applications with new providers and fully completing each case where clients wish to proceed following advice.  To provide a quality and efficient service to our clients, resourcing and ensuring personal development are important factors in the management of this busy team.  Jill has over 20 years pensions experience of both DB and DC schemes pension transfers in administration, technical training and client relationship management.

OUR EXPERTS

Mark Wilson

Managing Director

Darren Hardy-Dearness

Compliance Director

Kerry Wilson

Operations Director

Barry Westbrook

Paraplanner & File Checker

Vincent Jeffers

Pension Transfer Specialist

Matt Amesbury

Pension Transfer Specialist

Richard Bamforth

Pension Transfer Specialist