Areas of expertise
Pensions; retirement services; Defined Benefit (DB) transfers.
Experience
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.
Notable achievements
- 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.
Professional qualifications/memberships
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.
