David-James Dawkins Dippfs Email & Phone Number

R01, Regulation & Ethics - 87%R02, Investment Principles - 91%R03, Personal Taxation - 90%R04, Pensions & Retirement Planning - 92%R05, Financial Protection, 96%R06, Financial Planning Practice, 101/150

Helping Consultants and Senior consultants across a number of clients in a wide variety of sectors.* Pension Scheme Governance Meeting preparation & delivery * Pension Scheme Level Administration (e.g. re-enrolment)* Pension Scheme Analytics* Pension Projects including work on a benefit harmonisation for a client merger

Using skills in investigation, negotiation, analysis and letter writing to resolve complex complaints. Interpreting and explaining intricate scheme documents such:*Trust Deed and Rules *Administration Manuals*Guaranteed Minimum Pension*Reference Scheme Test Benefits*Carry-Forward *Schemes PayActing as a knowledge point and conduit between the complaints and phones teams to build better working relationships

London, United Kingdom

Dealing directly with clients as well as other financial bodies, answering queries on all aspects of Defined Contribution (DC) Pensions across different scheme types:*Individual/Master Trust*Group Personal Pensions*Section 32 “Buy Out” Plans.Seconded for 5 months working with Workplace Investing’s Customer Relations (Complaints) team before being placed in a permanent position.

London, United Kingdom

Working with clients in a unique and challenging way with a strict focus on delivering rigorous security requirements in dynamic environments and upholding operational safety.Some operations included:* "Oxford" – working on a one to one basis with a very senior corporate client and producing part of the final operations report * "Rugby World Cup" – working with International Rugby teams during their stay in London

Working in Pension Claims Department to provide clients with quotations and payments for their pensions later working in the Annuity Payment Team maintaining c.750,000 annuity record. Servicing payroll systems and making ad hoc scheme payments for clients, calculating individual tax liabilities as well as producing monthly reports on the team’s statistics.Selected to complete the training the new employee’s that would eventually form the new Annuity Payment Service team during operations move to Cardiff.

The Chequers, Walton On The Hill

Setting high standards and managing my team. Business reconciliation and banking.

Bachelor Of Technology (Btech), Close Protection, Pass

BTech Level 3, Close Protection

Bachelor Of Technology (Btech), First Person On Scene (Intermediate), Pass

BTech Level 2, First Person On Scene (Intermediate) Additional Skills Achieved: Provide Immediate Emergency Care (Trauma) Recognition.

Active Iq Level2 Fitness Instruction, Sports And Exercise

A-Levels, Biology & Physics

Activities and Societies: Head of A-Level Student Council, Head Student representative for the Science Department

As Level, Chemistry

Gcse'S, 7 Obtained, A-C