Jan has a wealth of financial services experience, having more than 23 years’ industry experience working with various IFA’s.
During her time with the IFA’s, her role has included researching of products and obtaining quotations for new business. She also processed new business from outset to completion including pensions, investments and life cover. She has also been instrumental in the training of new staff.
She now looks after more than 70 SSAS’s through Pool House Trustees Ltd, which includes property purchases, Lease and rent reviews/renewals, record keeping, member benefit payments, and all the usual day to day administration of a pension scheme.
Jan also holds the FA1, FA2, R01, R03, R04, R05, R08 qualifications, and an Award in Pension Trusteeship (Defined Contribution Schemes).