Head of Pensions Administration

After graduating from Worcester College of Higher Education in 1997, Fran joined a large Pension and Life office in Shropshire as a trainee administrator, working there for three and a half years until moving back to the Midlands and becoming a Sales Consultant for a national pension provider in Nottingham. In 2001 Fran joined a…

Head of Financial Administration

Barbara spent 13 years working for Royal & Sun Alliance in administration and managing teams. She joined a Leicester firm of Independent Financial Advisers (Williams and Williams (IFA) Limited) working mainly on Group Pension business for almost nine years. Barbara has completed several professional examinations, including FPC, six parts of ACII and the Certificate in…

Client Team Manager

Lyn began her career in financial services in 1992 with Sun Alliance Insurance, initially as a quotations clerk and latterly as a customer relations officer.  In 1997, following redundancy, Lyn moved to Standard Life as a life and pension’s administrator and deputy team manager.  In 2004, following the closure of the Standard Life office in…

Client Team Manager

Nikki began her career in financial services in 2000 with a small firm of Independent Financial Advisers in Leicester offering a bespoke service to their investment clients.  In 2004, she moved to another firm of Independent Financial Advisers as a Life & Pensions Administrator dealing with all aspects of Wealth Management and in 2011, Nikki…

Training & Development Manager

Jenna started her career in the Financial Services in 2009, working as a Customer Service Assistant for a large Building Society. Jenna joined Westerby The Pension Specialist Limited in 2010 as a Trainee Pensions Administrator, working on the administration of SIPPs.  In 2014, she become a Senior Pensions Administrator, and later that year she took…

Financial Administration Team Manager

Emma worked for a small mortgage company in Leicester as a Case Progressor for a year after leaving college, joining Westerby The Pension Specialist in 2008 as Assistant to the Financial Controller. Emma currently assists with the Management of our Finance Team as Financial Administration Team Manager.

Financial Administration Team Manager

After graduating from Birmingham City University with a First Class Degree in Textile Design, Amber started her career in Financial Services at Westerby The Pension Specialist Ltd in 2013 as a trainee Financial Administrator. She is now Financial Administration Team Manager involved with pension payroll, tax claims, VAT returns, fees, property invoicing and assists with…

Procedures and Training Manager

Julie joined the SSAS department of a leading Leicester Pensioneer Trustee Company in 1991 after graduating with a 2:1 Honours 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…