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Career
Claire graduated from the University of Sheffield in 2011 and joined Barnett Waddingham in 2015 as a scheme administrator then progressing to client manager in 2018.
Claire manages a portfolio of Small Self-Administered Schemes (SSASs) located across the UK.
She advises a range of clients on SSAS issues including scheme funding and contribution limits, retirement and death benefits and investments including loan backs, borrowing and properties.
Claire has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.
Significant experience:
- advice to SSAS clients on pension and death benefits
- scheme wind-up’s, divorce and transfers
- comfortable with SSASs holding a mixture of pooled and earmarked investments within the same SSAS