Areas of expertise
Personal financial planning; employee benefits consultancy; independent trustee services.
Peter provides advice in the design, implementation and administration of employee benefit structures and the communication of those structures to affected staff.
He acts as independent trustee to occupational pension and life assurance schemes.
He also has expertise in defined benefits pension scheme deficit management and subsequent discharging of the liabilities through pension scheme wind-ups.
- Providing advice, consultancy and communication to a law firm in regard to the wind up of a pre-existing defined benefit scheme (in deficit), the establishment of a qualifying workplace pension scheme and associated risk benefits.
- Providing advice, consultancy and communication to a leading investment house in regard to the wind up of an international pension plan, discharging the employer’s liabilities and establishing individual member plans.
- Member of the Chartered Insurance Institute (CII) and is diploma level 4 qualified.