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This post was originally published on 07/03/19 - any information is correct as of the date of publish. For the most up to date information speak to one of our retirement team on 0800 6899 335 or contact us.

Celebrating the Women of My Pension Expert

To mark International Women’s Day on Friday 8th March 2019, we would like to celebrate all the amazing women who work across the My Pension Expert business group and the critical roles they play in delivering specialist, Independent Financial Advice to our clients.

As the UK’s number one at-retirement financial advice firm*, My Pension Expert is proud of the talent we attract and grow within our business. We also work closely with Doncaster College to provide apprenticeships to students looking to build a career within the financial services sector.

Below we have highlighted just a handful of profiles from our female workforce.

 

Evie Coles, Pensions Analysis Team Apprentice

Evie Coles – Apprentice, Pensions Analysis Team

Evie joined My Pension Expert recently as an apprentice studying with Doncaster College.

As part of our Pensions Analysis Team Evie is responsible for reviewing our client’s existing pensions to ensure that they can transfer their fund away and do not miss out on any benefits by doing so. She plays a vital role in achieving My Pension Expert’s promise of putting every client in the best possible financial position. Evie hopes to set up her own business utilising the skills learnt in her apprenticeship.

Caitlin Jordan, Accounts Apprentice - Finance

Caitlin Jordan – Accounts Apprentice, Finance

Caitlin first began working with My Pension Expert in 2016 when she completed a voluntary placement as part of her Duke of Edinburgh award before joining the team fulltime in July 2017.

As an invaluable member of our core finance team, she has gained experience and insight as well as qualifications. Upon completing her apprenticeship, Caitlin has ambitions to further her studies and become a chartered accountant.

Katie Winks, Business Development Manager

Katie Winks, Business Development Manager

Katie has worked at My Pension Expert for over three years and started her career here as a Retirement Technician; providing clients with their initial consultations and helping them understand the various options available to them in retirement.

In January 2019 she celebrated promotion to Business Development Manager and now manages our relationships with partners to offer our expertise to their clients.

Claire Faulkner-Green, Risk & Compliance Oversight Officer

Claire Faulkner-Green – Risk & Compliance Oversight Officer

Claire joined My Pension Expert in 2015 and will soon celebrate four years of service with the business. Joining as a Retirement Technician before moving across to our compliance team as a Compliance Associate, she was promoted to Risk & Compliance Oversight Officer in 2018.

Her role ensures our customers receive the same consistent, excellent service, and supports clients in settling any dispute or concern with their pension provider.

“We’re striving to improve access to careers in financial services. We will continue to develop the talent of our future and existing workforce and help them to reach their full potential”.

Andrew Megson, Executive Chairman

 

*UK’s number one at-retirement financial advice firm based on independent Trustpilot reviews, March 2019.