Case study 06.01.2009
Read our case study on income planning to find out how a company director, close to retirement and with little pension provision, can start funding for retirement.
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Consultancy Team
Rowanmoor Pensions provides support to clients and advisers, through sales and consultancy teams based at regional offices across the country.
Tim Beck
National Sales Director
Tim Beck
National Sales Director
Tim leads the new business sales teams across the country, focusing on growing new business for Rowanmoor Pensions' schemes via the intermediary channel. He has supplemented his Economics & Law BA (Hons) degree with the full Financial Planning Certificate & G60 professional qualifications. Tim has many years' experience in dealing in the corporate market and with SSAS and SIPPs in particular. Tim has worked as an IFA and as a consultant for Commercial Union and Clerical Medical.
John Cummings
Sales Manager
John Cummings
Sales Manager
John is the Sales Manager for New Business at Rowanmoor Pensions. Before joining James Hay in 1998 John worked at Prolific Life and Pensions and Scottish Provident, occupying roles in Administration, Technical and Consultancy during this time. John has been actively involved with self-invested pensions since 1992 when he first joined the industry.
Neil Merryweather
Director of Consultancy
Neil Merryweather
Director of Consultancy
Neil leads a team responsible for providing a consultancy and advisory service for both clients and professional advisers across the whole of Britain. Neil has over 25 years of industry experience, in specialist advisory
roles and with Fund Management houses. His professional qualifications
include both the full Financial Planning Certificate and the specialist
pensions G60 examination.
Peter Johnson
Regional Consultancy
Director (London)
Peter Johnson
Regional Consultancy Director (London)
London's Regional Consultancy Director, Peter Johnson, has over 20 years' of experience with SSAS, (both hybrid and fully self administered) from various insurance company and employee benefit consultancy roles. Peter joined James Hay in March 1998. He holds the full Financial Planning Certificate.
Toby Lumsden
Regional Consultancy
Manager (London)
Toby Lumsden
Regional Consultancy Manager (London)
Toby has over 20 years of pensions industry experience and joined James Hay in December 1997. He is a fully qualified Chartered Financial Planner and his team provide consultancy services to Rowanmoor Pensions' clients in London, the South East, East Anglia and the Home Counties.
Gary Watson
Regional Consultancy
Manager (South)
Gary Watson
Regional Consultancy Manager (South)
Gary Watson has over 20 years of experience in the financial services industry, spending the vast majority of this time advising small to medium sized employers and high net worth individuals on their retirement planning. He holds the full Financial Planning Certificate and the specialist pensions G60 professional qualifications. Gary’s team provides advisory and consultancy services to Rowanmoor Pensions’ clients across the whole of southern Britain from Sussex in the east to South Wales and Cornwall.