Simon Hands work email
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Committed, reliable and self motivated with a genuine passion for doing things to the best of my ability for the benefit of the clients and colleagues I support on a daily basis.
Hands On Compliance Limited
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Managing DirectorHands On Compliance Limited Nov 2016 - PresentWroxhamProviding bespoke compliance and Pension Transfer Specialist services to small and medium sized directly authorised Independent and Restricted Financial Advisers. Whether you require focussed Compliance support to address a specific area of need, or a full scope audit to identify the range of potential risks you face as a Financial Services business and how these can be effectively mitigated, I will be happy to help.Hands on Compliance Limited it a member of the Association of Professional Compliance Consultants.
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Compliance OfficerLucas Fettes And Partners (Financial Services) Limited Aug 2013 - Jun 2017Managing all aspects of day to day compliance and riskPension transfer specialist Training and Competence for all RI's -
Compliance And Training And Competence Manager (Financial Services)Lucas Fettes Oct 2002 - Jun 2017NorwichI initially joined Lucas Fettes and Partners working exclusively on Compliance and to perform the role of Pension Transfer Specialist, however for the past five years I have also been responsible for Training and Competence. Lucas Fettes are a national firm of independent financial advisers and my role involves managing all aspects of compliance and risk management for the business in addition to supervising the Consultant team from a T & C perspective (18 consultants operating out of our six offices nation wide). -
Senior Occupational Pension SpecialistHecm Dec 2001 - Sep 2002AylesburySupport function to the main pension administration areas within HECM and the sales force of BOSIS. Non standard/complex pension enquiries such as scheme rule amendments/endorsements (transfers after NRD, securing of continued rights, transfers in etc), preparation of financial comparison reports for prospective transfers (including IR max benefit calcs), pensions divorce cases, overseas transfers (including reciprocal agreement and European Union institution cases), rectification of incorrectly allocated funds (retrospective conversion of GMP into Protected Rights), GN11 calcs (Proscribed limits test), Max transfer test (new practice schemes), certification of benefits for regulated individuals etc.
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Sib/Pia Pension Transfer And Opt Out Review Team ManagerSun Life Financial Of Canada (Uk) Jan 1998 - Dec 2001BasingstokeRunning a multi-functional team of 20 people. Duties encompassed technical pension support, day to day staff management and supervision, resource management, technical training, work allocation and performance/workflow management. Updating of technical procedures and guidance -
Pension Analyst (Loss Assessor)Sun Life Financial Of Canada (Uk) Sep 1996 - Jan 1998BasingstokeSIB/PIA Review - complete the entire review process for designated schemes and clients. Population identification, full data gathering of scheme information/member benefit entitlement, modelling of scheme benefit structure on CTC and RECAL, loss assessment and redress calculations, drafting of offer letters & implementation of redress. -
Equity Dealer (Fimbra Registered)London Corporate Securities Jul 1996 - Sep 1996LondonDealing as Principal in shares of newer and smaller companies registered on AIM. Services marketed to experienced and sophisticated investors.
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Occupational Pensions TechnicianNorwich Union Life & Pensions Limited Mar 1991 - Jun 1996Norwich, United KingdomGroup pension scheme administration followed by three years in the SIB/PIA Pension Transfer and Opt Out review. Dealing with most technical aspects of both Defined Contribution and Defined Benefit Occupational Pension Schemes.
Simon Hands Skills
Simon Hands Education Details
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Bracondale - Norwich
Frequently Asked Questions about Simon Hands
What company does Simon Hands work for?
Simon Hands works for Hands On Compliance Limited
What is Simon Hands's role at the current company?
Simon Hands's current role is Managing Director Hands on Compliance Limited.
What is Simon Hands's email address?
Simon Hands's email address is si****@****s.co.uk
What schools did Simon Hands attend?
Simon Hands attended Bracondale - Norwich.
What skills is Simon Hands known for?
Simon Hands has skills like Financial Services, Risk Management, Pensions, Insurance, Management, Retirement, Retirement Planning, Investments.
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