Monitoring Group SIPPs used by external employers as Auto-enrolment and qualifying pension schemes. Ensuring that payments meet auto-enrolment regulations and that all client's payments are invested correctly. I also monitor the quality of work in the New Business and Contribution teams to ensure accuracy of work and to make sure that a quality customer journey is followed.

Managing the team responsible for setting up new SIPP, ISA and GIA accounts. This includes ensuring that customer due diligence is carried out including AML checks.