Staff Profiles
Ian Jarvis - Marketing Director:
Having spent four years working in SSAS administration, in 1992, Ian took a short career break to enjoy his hobby of mountaineering. Eight years later, having led expeditions and treks as far afield as Morocco and Nepal, Ian returned to the UK to work in IFA sales for a leading insurance company.
During this time he completed the FPC qualification before joining Westerby Trustee Services Ltd in 2003. He now oversees all aspects of Sales & Marketing within the company.
Jinal Sachdev - Sales Executive:
Graduated from Nottingham Trent University in June 2000 with a 2:1 in Financial Services, before joining a large Insurance Company, working within their Pensions Department for 6 years. This comprised of a variety of roles including pension administration, managing teams as a team supervisor and providing technical assistance to others.
Jinal has increased his industry knowledge by completing a number of professional examinations, including FPC, 5 parts of ACII and more recently the pensions simplification exam (CF9) and the Certificate in Financial Administration (CFA).
Having joined Westerby Trustee Services Ltd in June 2006, Jinal is responsible for Sales and Marketing of both the SSAS and SIPP product.
Karen Closs - Pensions Manager:
After graduating from the University of Southampton in 1989 with a 2:1 in Biological Sciences, Karen joined a prominent pensioneer trustee company. With over 17 years experience specialising in SSAS and SIPP, Karen has extensive knowledge of member directed pensions schemes, including administration, technical issues and trusteeship.
Karen joined Westerby Trustee Services Ltd in April 2006, shortly after completing the pensions simplification examination and has responsibility for procedures and management of the administration teams, as well attending trustee meetings and providing technical advice on all aspects of small self-administered schemes.
Julie Hulatt - Client Account Executive:
Julie joined the SSAS department of a leading Leicester Pensioneer Trustee Company in 1991 after graduating with a 2:1 Hons Degree in Economics and Economic & Social History from the University of Leicester.
Since then Julie has worked for a number of regional and national consultancy practices advising corporate clients on employee benefits and director provision. She has attained the Advanced Financial Planning Certificate (AFPC) and acted as a registered Pension Transfer Specialist.
Joining Westerby Trustee Services Ltd in February 2007, Julie is responsible for the auditing of SSAS schemes to ensure ongoing compliance with current legislation and regulations.
Barbara Dams – Financial Controller:
Barbara spent 13 years working for a large insurance company undertaking various administration roles and managing teams. She then joined a Leicester firm of Independent Financial Advisers where she worked mainly on Group Pension business for almost 9 years.
Barbara has completed a number of professional examinations during this time, including FPC, 6 parts of ACII and more recently the Certificate in Financial Administration (CFA). Barbara joined Westerby Trustee Services Ltd in October 2006 and is responsible for financial aspects of SIPP and SSAS, including pension payroll, tax claims and rental invoicing.