Experience

Capita Pension Solutions

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Data Analyst Level 2

  • Mar 2021 - Present

• Pension Technician

  • Apr 2019 - Mar 2021

  • Data analysis for a wide range of pension schemes of varying types and sizes.• Bespoke spreadsheet creation to allow for specialised analysis.• In depth analysis of pension benefit tranches.



Asset IFA

• Pension Transfer Advisor

  • Jul 2016 - Jan 2017

  • Reviewing of both defined benefit and defined contribution pension schemes.• Compiling of information on client’s current scheme to show the benefits of their scheme clearly.• Comparing a client’s current scheme to potentially more beneficial schemes to provide them with the opportunity to make a fully informed decision in regard to transferring schemes. • Reviewing of both defined benefit and defined contribution pension schemes.• Compiling of information on client’s current scheme to show the benefits of their scheme clearly.• Comparing a client’s current scheme to potentially more beneficial schemes to provide them with the opportunity to make a fully informed decision in regard to transferring schemes.