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PENSION PLAN

If you have a pension scheme, you want to make sure it is working as best as possible for you. However, do you know if there is a pension alternative available which may be better suited to you, considering your own financial aims and objectives?

It costs you nothing to appoint our highly experienced team to undertake initial research for you.

Once appointed, we come back to you to outline your options. Where a transfer of your pension looks worthwhile, we then work you via a full advice process to exchange of your current pension for the better alternative based on the most appropriate option for you.

By making contact, you may be well on the way to living a better retirement.

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OUR EXPERTS
MEET OUR
Our Professional Team

Our team of experts have been specialising in the area of Pension Advice, including Final Salary schemes, on a daily basis since 2002. It our core business.

Michael Oseyemi
Michael Oseyemi

Michael is an integral part of our pensions team, supporting our advisers to ensure that every pension a client brings our way is dealt with in a meticulous and bespoke manner.  Michael comes from a financial background having worked on a range of financial products. Michael is heavily involved in community work, being a mentor to youth as well as helping co-ordinate a nationwide youth group. He enjoys basketball, good food and delights in the company of his family and friends.

Katherine Lett
Katherine Lett

Katherine is our Operations Director. Prior to joining us, Katherine has worked in senior management for a number of companies including Friends Life and Prudential, across Retail, Wealth and Corporate markets and brings over 30 years’ pensions experience covering both sales and operations. With a real passion for customers, Katherine has had success developing operational excellence, leading new initiatives and improving customer outcomes. In her spare time Katherine likes to spend time with friends and family, dabble at cake decorating, and enjoys travelling abroad.

Jessica Wilson
Jessica Wilson

Jessica is our Business Development Executive. Jessica’s main role is to help with client acquisition, database management and client development. Jessica’s prior experience includes specialising in Business Development within financial services working with companies located in the UK and Internationally. Outside of work, Jessica enjoys travelling, cooking and spending time with friends and family.

Darion Pohl
Darion Pohl
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Steve Whyburd
Steve Whyburd

Based in London, but originating from South Africa, Steve has over 25 years’ experience working in the areas of pensions and wealth management in the UK and internationally. Steve specializes in offering compliant advice and financial solutions to a wide range of clients, including high net worth. Prior to joining PX Pension Exchange, Steve worked with well known multi-nationals including La Mondiale (French), AMP NPI (Australian) and Canada Life.

Vikki Barrowcliff
Vikki Barrowcliff

Vikki looks after the office to help ensure that this runs as smoothly as possible,so PX Pension Exchange can generate the best possible results for its clients. Prior to joining us, Vikki has worked as an Office Manager, Team Support Officer and Teacher. In her spare time, Vikki is a Volunteer Liaison Group Co-ordinator for an international charity, and has travelled extensively.

David Redwood
David Redwood

David is a key part of our Pensions Administration team, working to ensure that we are able to obtain all required information in order to properly analyse a client’s pension situation. David works to follow up queries from pension schemes and to assist with transfers of pension schemes as and where required. Prior to joining us, David worked in the areas of Pensions Administration with a major provider where he was responsible for looking after a well-known pension scheme.

Catherine Harford
Catherine Harford

Catherine is a qualified accountant and has worked closely with PX Pension Exchange for over 10 years handling the financial side of the day to day running of the business. Catherine’s main interests when not at work or preparing tax returns are looking after her son and camping.

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