Andy's main expertise revolves around pension administration, banking services and bulk annuities. His experience and proactive approach provides our clients with a high quality and reliable administration service.
Andy moved from our Cheltenham office to our Birmingham office in June 2008 to set up the administration team. In 2017, he was heavily involved in the creation of our Bristol office and continues to split his time across the Birmingham and Bristol offices. He has overall responsibility for approximately 150 staff, covering the six administration teams in Birmingham and five administration teams in Bristol.
As well as staff responsibilities, Andy has direct responsibility for a portfolio of clients and is also responsible for introducing new clients to the Birmingham and Bristol teams. He is Lead Partner for 14 clients ranging from 500 to 30,000 members.
Andy is a member of our Pension Administration Board, which oversees the management and strategy for this Business Area.
Significant experience:
- Qualified at Practitioner level for PRINCE2
- Pension administration service to DB, DC or Hybrid arrangements
- Administration services for clients with membership ranging from 500 to 30,000 members
- Assist in house Pension Managers with adhoc projects or training
- Supported clients with bulk annuity transactions (buy in and buy out) from a pension administration perspective
Other expertise:
- Business development
- Pension Administration Marketing
- Andy led the implementation of the Pooled Bank Account service which was introduced in 2014 and continues to hold monies for a large number of our administration clients
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