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Andrew is a SIPP pension member relationship manager, providing pension consultancy and coordinating support teams to ensure all regulatory requirements and member/IFA instructions are completed correctly.
His day-to-day responsibilities include checking documents, communicating outcomes and anticipating member needs. Andrew works with various clients, including high net-worth members, alongside dealing with sophisticated investors and NFU farmers.
Significant experience
- Completing occupational pension scheme returns
- Cradle-to-grave pension administration
- Intellectual property purchasing
- Lease execution
- VAT registration
- Property purchase