Areas of expertise
Pensions; retirement services; Defined Benefit (DB) transfers.
Derek is head of retirement asset services at Smith & Williamson’s Dublin office. He has been working in the pensions industry since 1988 and previously held roles with several well-known stockbrokers and the Irish Pensions Trust. Derek is approved as a pensioneer trustee and is responsible for structuring bespoke approved retirement schemes.
- Pensioneer trustee to over 100 company pension schemes, giving him a wide understanding of many different business situations.
- Regular speaker at public events related to pension planning in Ireland.
- Expertise is in advising individuals of their pension options on a bespoke basis, be it DB wind downs, personal retirement savings accounts (PRSAs), approved retirement funds (ARFs) or choices at retirement.
Irish Institute of Pension Managers Associate (IIPMA), Fellow of the Pensions Management Institute (PMI) UK and holder of a B.Comm. degree from University College Dublin.