Tom Sapsed Email & Phone Number

Bristol, Gb

Monmouth

Providing financial advice to private clients, across protection, savings and pensions products.

Bristol

Assured Retirement was created to provide a new range of simplified pension products designed for those who wish to access their pension savings in a flexible and low cost manner. Our products are different because they are specifically designed for low risk investors. Our ‘Cash Retirement Account’ only invests your client’s money in fixed term bonds, cash deposits with Banks and with National Savings and Investments, so you have the certainty at outset of knowing what benefits will be provided – please click on this link to find out how 100% of your cash is protected at all times. http://www.assuredretirement.co.uk/what-we-do/

Bristol

Working with a panel of high value corporate pension clients and IFAs to preserve and build value under management through account management and interventions such as support on Pensions Reform and implementation of salary exchange

Bristol, United Kingdom

To proactively promote retention of Clerical Medical Group Pension schemes following the takeover of Clerical Medical by Scottish Widows to IFAs, Employers and Trustees. Working in conjunction with Pricing, Sales and Customer Services to negotiate restructures that retain and grow the value of the schemes within Clerical. Where appropriate promote the Scottish Widows GPP and Clerical Medical Bulk Buy Out Section 32 to retain the business within the group profitable.

Bristol

Working within Decision Support, helping to provide a broad range of stakeholders with an up-to-date understanding of the Insurance marketplace, in order to support activity and drive management decision-making and planning. Producing a suite of regular reports that provide information and insight into the Insurance market, and sets experience and expectations in the context of recent market activity.

Bristol, United Kingdom

Working within the Bristol Customer Service team, I provided a dedicated support role on their Trustee Buy Out Solution (TBOS) product to secure that enquiries are priced competitively, new business enquiries comply with all Clerical Medical requirements and are loaded as smoothly as possible. In 2007, we secured over 68 million in group pension transfers from both Final Salary and Money Purchase schemes. The role required me to liase with all relevant internal departments, sales managers, IFAs and Trustees. I was also involved in all aspects of the contract to manage and was the named contact point for all TBOS enquiries and referrals.

Bath, United Kingdom

paraplanner for a successive IFA in Bath, my responsibilities were to review and analysis new and existing clients’ life and pension holdings prior to preparing the reason why recommendation reports for the managing director. My work also involved technical assistance to the office, the management of group personal pension and life schemes, restructuring of SSAS and EPP schemes and investment research.

Bristol

Working in support of the 2 Directors of the company in promotion of SSAS and SIPPs to the Managing Directors and High Value Clients, looking using these products as Tax Control Tools using the Grosvenor Cadde model and software

United Kingdom

Responsible for dealing with new enquiries from the Website – www.stakepension.com. These were predominately Individual Stakeholder and Group Stakeholder Pension enquiries but also General Pension, Protection and Investment enquiries. I also had responsibilities for looking after the general office compliance and supervised the administrator

Weston-Super-Mare, United Kingdom

Management of a large Discretionary Fund including in-house PEPs and ISAs working directly under the Managing Director. Involved with all client administration and working with existing clients and new enquiries on Investment, Protection and Pension Planning.

Bristol, United Kingdom

Proactive Sales and administration support role to Corporate Pensions Manager prior to this as Technical Administrator to the Practice Leader. Administration to Group Pension Scheme including regular visits to clients’ offices to meet with staff and give presentations on benefits of membership of the pension schemes.