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Carole Ward FPMI ACII DipPFS

Carole started her pensions career with Eagle Star in Cheltenham in 1988 and joined Barnett Waddingham in January 1996. From January 1999 to November 2001 Carole worked in the Barnett Waddingham Leeds office where she established and managed a new administration team. Carole became a partner of the firm in 2006.

Carole is a Fellow of the Pensions Management Institute (FPMI). Carole is also qualified as an Associate of the Chartered Insurance Institute (ACII) and as a Member of The Personal Finance Society at Diploma level. (DipPFS). Carole is Chairperson for the PMI Midlands Region Committee and is a D33 qualified Assessor and D34 qualified Internal Verifier for the Qualifications in Pensions Administration (QPA).

She therefore has extensive knowledge of both pensions administration technical matters and also other related financial areas which can impact on pensions.

As well as being involved with the management of the administration team, Carole has direct responsibility for a portfolio of significant corporate clients. She has also been involved with some specific projects firm-wide including a review of the firm’s administration procedures as well as client specific projects. Carole is the partner responsible for our AAF 01/06 reporting.

Area of expertise:
- Pension Administration

Office: Cheltenham
Telephone: 01242 538500