Over her career Julia has worked in pensions administration and employee benefits and is a Fellow of the Pensions Management Institute, Associate of the Personal Finance Society and an Affiliate of the Institute and Faculty of Actuaries.
She is a regular speaker at BW seminars for clients and their advisers and a past committee member of the SIPP Provider Group and Association of Member-nominated Pension Schemes (AMPS).
We have been awarded an AKG** rating of ‘B’ for the third consecutive year, indicating that our financial strength has been deemed “strong”.
For another year, both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts. The ratings reinforce our strong position as a provider of quality services within the self-invested pensions market.
It’s official: our self-invested pensions are stellar. We’re proud to announce both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts.