Keith Popplewell - Managing Director
Keith established The Pensions Office after many years’ experience in pensions and financial services. He is a widely-respected figure in the financial services profession as a seminar speaker, journalist, author of a number of leading text books and consultant to a number of leading banks, insurance companies, actuaries`, law firms and the Financial Services Authority itself.
In particular, for many years Keith has been regularly commissioned to provide seminars and training courses on the subject of pension transfers and served on the Securities and Investment Board’s Working Party at the outset of the pension transfer review.
Our Staff
The Pensions Office staff, including specially-authorised pension transfer consultants, have vast experience in this complex area of financial services and provide an efficient and friendly service to all clients, prospective clients and introducing firms.
We are on hand to provide information and advice on the progress of an enquiry from the date we are first instructed to the final completion of a transfer, if recommended. Indeed, our service extends beyond the completion of a transfer to include regular advice relating to the ongoing funds within a client’s pension investment fund.