Tom Davies

Consultant at Pi Partnership
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Exeter Area, UK

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Credentials

  • Advanced Diploma in Retirement Provision
    Pensions Management Institute (PMI)
    Feb, 2016
    - Nov, 2024

Experience

  • Pi Partnership
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • Jul 2021 - Present

      - Secretarial services - Project management - Trustee support - Secretarial services - Project management - Trustee support

  • Mercer
    • United States
    • Professional Services
    • 700 & Above Employee
    • Consultant
      • Jul 2019 - Jul 2021

      - Pensions consultancy to a large number of SME clients, responsibilities of which varied between all elements of pension scheme delivery to a standalone service - Secretarial support - Management of a wide range of projects - Training and development of junior colleagues - Building effective relationships with Trustees, Employers, and other third parties - Pensions consultancy to a large number of SME clients, responsibilities of which varied between all elements of pension scheme delivery to a standalone service - Secretarial support - Management of a wide range of projects - Training and development of junior colleagues - Building effective relationships with Trustees, Employers, and other third parties

  • JLT Group
    • Insurance
    • 700 & Above Employee
    • Associate Consultant
      • Apr 2015 - Jun 2019

      Assisting senior pension consultants with managing, advising and developing defined benefit and defined contributions pension schemes. The role also included: - Trustee training presentations - Secretarial support - Financial management

    • Pension Administrator
      • 2014 - Apr 2015

      Role included: - Cashflow management - Processing retirements - Complaint handling

  • Tesco
    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Customer Service
      • 2009 - 2014

Education

  • University of Plymouth
    Bachelor of Science (B.Sc.), Economics
    2010 - 2013

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