Jon Gwinnett
Head of Proposition Management at Nucleus Financial- Claim this Profile
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Bio
Valerie Sherman
Jonathan was a brick to me when both dealing with a company Pension Fund and finally winding it up - without his superior knowledge and support I would not have been able to deal with matters
Peter Allen
During my time at Barnett Waddingham I sat with Jon on a 'small schemes technical committee' and found him to be a very hardworking and diligent pensions consultant. I am familiar with many people in the SSAS/SIPP industry and Jon is one of those that I would feel very confident referring clients to.
Valerie Sherman
Jonathan was a brick to me when both dealing with a company Pension Fund and finally winding it up - without his superior knowledge and support I would not have been able to deal with matters
Peter Allen
During my time at Barnett Waddingham I sat with Jon on a 'small schemes technical committee' and found him to be a very hardworking and diligent pensions consultant. I am familiar with many people in the SSAS/SIPP industry and Jon is one of those that I would feel very confident referring clients to.
Valerie Sherman
Jonathan was a brick to me when both dealing with a company Pension Fund and finally winding it up - without his superior knowledge and support I would not have been able to deal with matters
Peter Allen
During my time at Barnett Waddingham I sat with Jon on a 'small schemes technical committee' and found him to be a very hardworking and diligent pensions consultant. I am familiar with many people in the SSAS/SIPP industry and Jon is one of those that I would feel very confident referring clients to.
Valerie Sherman
Jonathan was a brick to me when both dealing with a company Pension Fund and finally winding it up - without his superior knowledge and support I would not have been able to deal with matters
Peter Allen
During my time at Barnett Waddingham I sat with Jon on a 'small schemes technical committee' and found him to be a very hardworking and diligent pensions consultant. I am familiar with many people in the SSAS/SIPP industry and Jon is one of those that I would feel very confident referring clients to.
Experience
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Nucleus Financial
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United Kingdom
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Financial Services
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300 - 400 Employee
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Head of Proposition Management
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Jun 2022 - Present
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Senior product technical manager
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Feb 2020 - Jun 2022
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Product Technical Manager
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Jan 2016 - Feb 2020
Pension & technical geek, supporting client relations, operations and development teams to run the Nucleus Sipp, Isa and BondsGovernance of the tax wrappers, oversight of third party processes, assessment and implementation of regulatory and legislative changes and making sure our rules and procedures keep pace with the ever changing market.Loudly and enthusiastically helping drive the inclusion of pensions in TeX (TISA Exchange), serving first as deputy chair of the Pensions in TeX execution group, and now on the TEX SLA & ops council and the UKFMPG pension transfers group. AMPS representative for Nucleus. Show less
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Pensions Technical Manager
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Jun 2012 - Dec 2015
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Barnett Waddingham
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United Kingdom
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Financial Services
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700 & Above Employee
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Pension Consultant
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Jun 2003 - May 2012
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Hymans Robertson
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United Kingdom
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Financial Services
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700 & Above Employee
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Pension Consultant
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Jan 2002 - Jun 2003
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Corporate Account Manager
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Oct 1993 - Dec 2001
Client liaison for all types of occupational pension, including Defined Benefit Schemes, Defined Contribution, SSAS and Group Personal Pensions. Client liaison for all types of occupational pension, including Defined Benefit Schemes, Defined Contribution, SSAS and Group Personal Pensions.
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Education
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1989 - 1993
University of Sussex
BA Hons, English
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