Carl graduated from the University of Exeter in 2000 and holds the Chartered Insurance Institute’s Regulated Diploma in Financial Planning, the Pension Management Institute’s Certificate in Pension Scheme Member Guidance, and has passed all Advanced Diploma Pensions exams provided through the CII.
Carl has 19 years’ experience in providing pensions administration, pensions management and actuarial services. He worked for 8 years as a senior actuarial associate and his specialist areas are scheme secretarial, trustee governance and member guidance. He has advised on numerous projects and scheme changes with his clients including bulk annuity purchases, member options exercises and benefit changes.
Carl is also an adviser for the Pensions Ombudsman’s Early Resolution Team.
Telephone: +44 117 917 3544 / +44 7500 064 767