Connie has experience looking after a portfolio of Small Self-Administered Pension Scheme (SSAS) clients located across the UK.
She advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing).
Connie has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.
Connie began her career in Barnett Waddingham when she was 17 years old and worked as a SSAS Client Administrator for 5 years before being promoted to a SSAS Client Manager in 2023.
Connie has continued in her role as a SSAS Client Manager, gaining experience from a number of complex issues and schemes.
In her spare time Connie helps her family manage a pub in between Goodison Park and Anfield Road.
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