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Lisa Clifford
Lisa is based in our Cheltenham office and has worked for Barnett Waddingham since the Cheltenham office was established in 1996. Prior to that Lisa worked for Eagle Star (now Zurich).
Lisa joined the SIPP team in October 2008 and heads one of the consultant teams in the Cheltenham office with specific responsibility for the outsourced NFUM portfolio as well as a large number of direct clients. Lisa is part of the SIPP operations group which controls the processes and procedures involved in day to day SIPP administration across the Barnett Waddingham offices.
Previously, Lisa headed one of the Barnett Waddingham administration teams in Cheltenham and was responsible for final salary and money purchase administration for a varied portfolio of schemes with close client contacts. Lisa was also a member of a committee dealing with schemes entering the Pension Protection Fund (PPF), which require specialist administration services prior to their transfer into the PPF. Lisa was also a member of the committee involved in the development and maintenance of Barnett Waddingham’s internal on-line administration guide and help-system for day to day administration procedures.
Area of expertise:
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SSAS and SIPP
Office: Cheltenham
Telephone: 01242 538500