Julian Whight

Pension Analyst, Financial services

Areas of expertise

Defined benefit pension transfers; financial planning; pension and lifetime allowance analysis; pension sharing on divorce reports.

Experience

Julian is a financial planner and pension analyst. He has specialised in expert witness pension sharing reports, offsetting and bespoke Duxbury calculations for over 10 years. He is also a defined benefit pension transfer specialist.

Notable client work and achievements

  • Julian has worked at Smith & Williamson for 15 years providing advice to high net worth private clients on their pensions, retirement options, defined benefit pension transfers and Lifetime Allowance planning.
  • He also has six years of varied pension administration experience including providing actuarial calculations for defined benefit pension schemes prior to joining Smith & Williamson.

Professional qualifications/memberships

  • Diploma in Regulated Financial Planning. Member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).

Contact Julian

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