Will Lyons Email & Phone Number

Perth, Wa, Au

Australia

Perth, Australia

Understanding and discovering your future goals is the first step you to can take on the path to financial freedom. We help clients to build the foundations necessary to help them achieve their goals and aspirations with regular guidance and advice to ensure they remain on track.We assist a broad range of clients from young aspiration graduates to pensioners wishing to manage their retirement income with solutions designed to help them make smart decisions with their money and set them on the path to financial security with the most certainty.

Perth, Australia

UK Pension Specialist with advanced CII qualifications to provide in depth knowledge and experience to assist UK Migrants and Australian’s who have worked in the UK with the consolidation and transfer of UK pension benefits to Australia. With a thorough understanding of HMRC’s QROPS reporting rules and the hazards concerning potential unauthorised payment charges and scheme sanction charges we are able to optimise tax efficiency and flexibility to all our migrant clients.Assisting clients to enhance their income in retirement by investigating benefit entitlements and arranging additional voluntary national insurance contributions to maximise UK State Pension income.In addition, I work within a team that helps assist South African migrants cash in their retirement annuities and repatriate funds to a destination of their choice. We work in conjunction with a team of specialist tax, financial and administrative individuals who engage with the South African Revenue Service, the Reserve Bank, insurance companies and South African banks.Co Branded Pension Transfer Service working in conjunction with McKinley Plowman & Associates CPA Accountants.

Nottingham, United Kingdom

I worked within a small team providing specialist defined benefit solutions to a range of SME clients to complement a holistic suite of employee benefits.In addition we proactively address our clients with the various issues concerning the compliance and implementation of Auto-Enrolment. Providing strategic consultancy to employers and clear communications to scheme members and business stakeholders to ensure seamless delivery and implementation of different strategies.My main focus is to strengthen and build relationships with clients to greater understand their needs and to help them to develop their business and achieve and measure the return on their investment in their people.

Leicester, United Kingdom

I worked within a team at a large national building society client to assess their end to end sales process of PPI products sold in conjunction with unsecured loans. I was responsible for assessing the merits of each complaint individually and if appropriate calculating and reimbursing the client with appropriate level of compensation as per the FOS guidelines.

Nottingham, United Kingdom

My role was to provide a wide range of administration services to compliment the efficient management of key corporate accounts ranging from occupational and contract DC schemes to a range of final salary clients. Being proactive and collaborating closesly with senior team members and consultants enabled a first class service to be delivered to clients.