I manage the business to deliver high-quality retirement planning and other later-life financial planning services. We work with individuals, Corporations and Trustees to help them achieve their objectives and improve individual retirement outcomes.We provide ongoing specialist advice to approximately 1,600 people throughout the UK and are actively looking to grow.Everybody's retirement is different. No 'one size fits all' solutions can ever be right for everyone and a more personal approach is needed to help people achieve their objectives and a quality outcome. At Intelligent Pensions, we combine the latest technology with a skilled team to deliver tailored advice solutions which have been recognised by many industry awards and a client net promoter score of +69%.We take time to understand client's circumstances and objectives so they trust us to advise on key decisions. Whether it’s pensions, investments or tax planning, we cut through the complexity and use our skills and experience to understand each individual client situation and help them achieve a better outcome.I would be delighted to talk to you. Please contact me ✉ andrewpennie@ipifa.com ☎ 07831 491068

I deliver sales, marketing & proposition initiatives for retirement planning and other financial services. I work with individuals, Corporations and Trustees to help them achieve their objectives and improve retirement outcomes.We provide ongoing specialist retirement advice to approximately 1,600 people throughout the UK.Everybody's retirement is different. No 'one size fits all' solutions can ever be right for everyone and a more personal approach is needed to help people achieve their objectives and a quality retirement outcome. At Intelligent Pensions, our tailored advice solutions deliver quality retirement outcomes which have been recognised by many industry awards and a client net promoter score of +47%.We are retirement planning specialists. We take time to understand client's circumstances & objectives so they trust us to advise on key decisions.Maximising income drawdown in retirement: ● Delivering a sustainable income throughout retirement ● Updating a client's retirement model every year ● Managing investment strategy to maximise returns & mitigate sequencing risk ● Giving peace of mind.Pension options in retirement: ● We take time to understand client's circumstances & objectives ● Tailored cashflow model for clients to visualise their retirement income strategy ● Maximise investment opportunities aligned to income strategy.Complex pension enquiries: ● Whether it's lifetime allowance, annual allowance, pension & divorce, pension death benefits, pension transfers or anything else relating to a pension, we have the experience and expertise to help.We cut through the complexity of pensions and use our skills and experience to understand each individual client situation and help them achieve a better retirement outcome.I would be delighted to talk to you. Please contact me ✉ andrewpennie@ipifa.com ☎ 07831 491068

Launched new brand vision, mission statement and brand values ● Aligned marketing and contact teams (120 people) across James Hay, Cater Allen Bank & Abbey Share-dealing ● Aligned Marketing and Contact delivery to achieve the business objectives and financial targets ● Manged successful sale of James Hay to IFG group.

P&L responsibility for all investment products ● Delivered 400% increase in offshore sales ● Multi-Manager OEICs ● Onshore & Offshore Bonds ● With-profits ● Structured Products.

Responsible for delivering regulated investment advice to HNW individuals and corporate clients ● Advised Camelot lottery winners.

Trained to deliver a highly investment literate (equities & bonds) service to high net worth individuals as part of a new service launch (Create Wealth management) ● Project Manager: Designed and built a CRM database to support a new service & Managed a joint venture with AMEX to deliver a new charge card.