Rachel Reisner

SIPP Client Manager

Rachel Reisner

Contact details

Rachel is part of the SIPP Client Manager team, responsible for the day-to-day administration of Barnett Waddingham Flexible and Bespoke SIPPs.

This involves ensuring that client needs are fully understood and that service is delivered within agreed service levels, priorities and quality standards. 


Significant experience:

  • Diagnosing and fixing errors.
  • Understanding client requirements.
  • Client communications.
  • Tracking updates to pension rules regarding tax-free cash payments.

Insight

View all