About Us

Our Expertise

Matthew Wagener Dip PFS CFPTM Chartered FCSI IMC

 

Matt is a Level 7 Chartered Wealth Manager and experienced Pension Transfer Specialist who leads our advice team with the full support of our highly qualified and experienced team of actuaries.

 

Many of our actuaries spent a number of years from the mid 1990’s to the early 2000’s specialising in final salary pension redress calculations for individuals badly advised to either:

  • transfer their deferred benefits out of their company final salary pension scheme,
  • to opt-out of their final salary scheme and take out a personal pension,
  • take out a personal pension instead of joining their company final salary scheme.

Final salary pensions are a complex area and both our advice team and actuarial team strive to ensure that informed decisions are made regarding any transfer of final salary scheme benefits.

 

Our objective is to use our expertise to present information in the correct way to enable all the options available from the scheme to be evaluated and to identify which one is in your best financial interest.

Our-Expertise-Pension-Transfers
  • +years

    Pension Transfer Experience
  • '000+

    Transfer Calculations Done
  • %

    Customer Satisfaction

Meet our Teams

Advice Team

 

Matthew Wagener Dip PFS CFPTM Chartered FCSI IMC

 

A Level 7 Chartered Wealth Manager, Certified Financial Planner and pension transfer specialist with 29 years experience.

 

Matthew is an experienced professional with first class technical knowledge and Discretionary Fund Management permissions.

Robert Briggs M Eng AIA

 

An actuary with close to 20 years experience in pensions consulting, specialising in final salary pension transfer calculations.

 

Robert is in charge of compliance and has previously developed the CETV calculation program for a FTSE 100 company with several final salary pensions schemes.

Pamela Miller

 

Our Accounts Manager – if you have any accounts queries please do not hesitate to contact Pamela.

Matthew Stenning

 

A Customer Services Manager with over 10 years experience.

Andrew Elliott

 

A Technical Support Manager with over 20 years experience.

Matthew Wilson

 

A Computer Support Specialist studying for the Diploma.

Henry Kennard

 

A Client Services Administrator studying for the Diploma.

Connor Miller & Aaron Murray

 

Trainee para-planners studying for the Diploma.

Actuarial Team (Briggs Murray Actuarial Ltd)

 

Sean Heron BSc FIA

 

An actuary who has specialised in pensions for over 20 years.

 

Highly experienced in pension transfer calculations and managing risks in financial services.

Annie Kennedy MA FIA


A pensions actuary with  more than 20 years experience focusing on final salary pension schemes and investment consultancy.

 

John Akrigg B Eng PhD AIA

 

With over 28 years actuarial experience in pensions and life assurance John is a highly skilled actuary and final salary pension calculation specialist.

Peter Nunn MSc FIA

 

A skilled pensions actuary with over 15 years experience in pension scheme consulting and final salary pension transfer calculations.

Ian Palmer BSc AIA

 

An actuary with over 20 years experience in building complex actuarial models for pension, life and annuity business.

Ian Palmer BSc AIA

 

An actuary with over 20 years experience in building complex actuarial models for pension, life and annuity business.

Angela Paulley BSc FPC, G60

 

Over 25 years experience in pensions and actuarial consulting, specialising in final salary scheme valuations and individual pension transfer calculations.

Nathan Murray BSc (Hons) Dip Actuarial Science FPC, G60

 

A part qualified actuary with over 15 years experience doing final salary pension transfer calculations.