Pensions Technical Services Team

Robert has more than 25 years’ experience in pensions, including occupational schemes, executive and SSAS pension arrangements, personal pensions and SIPPs. Previous roles in the pensions industry include pensions administration, broker sales, marketing and product development.

Robert joined Rowanmoor Pensions in February 2008 to further enhance the company’s already excellent reputation for innovation. Robert is a committee member of the industry trade body the Association of Member-directed Pension Schemes (AMPS). Having held the position of Chairman between 2008 and 2011, he is currently Head of the Technical Sub-Committee.

Immediately prior to joining James Hay in 1999, Phil Clarke spent 12 years managing the SSAS and SIPP department for Allied Dunbar. Prior to this he spent 22 years in the Civil Service, the last three being with the Pension Schemes Office (now known as Audit & Pension Scheme Services, HMRC) and Policy Division of the Inland Revenue dealing exclusively with Pensions legislation. Phil’s professional qualification include the full Financial Planning Certificate. Phil leads a team of technical specialists who provide technical advice, both internally to administration staff and externally to clients and their advisers.

Iain has in excess of 20 years of experience dealing with self-administered pension schemes. Prior to joining James Hay in 1995 he worked for a number of life offices in a variety of SSAS administration roles. He joined James Hay in 1995 as a Senior Administrator and was responsible for the administration of a portfolio of schemes before joining the Technical Team in 1998. He is now a Principal Technical Adviser at Rowanmoor Pensions dealing with staff training, the acceptance of investments and also legislative and other changes introduced by HMRC.

Caroline graduated in 1997 with a first class Degree in Mathematics and originally trained as an actuary at CIS Limited, gaining the Diploma in Actuarial Techniques and a Certificate in Finance and Investment. She joined James Hay’s SSAS division in 2002 before moving on to a senior role at an actuarial consultancy and trustee company in Manchester. With over 10 years of varied pension industry experience, Caroline rejoined Rowanmoor Pensions in 2007 as Senior Technical Adviser and was promoted to Principal Technical Adviser in 2011.

Tim joined James Hay straight from university in 1994, and accumulated 15 years of experience working at all levels in the SSAS and Family Pension Trust administration departments before joining the Product Development Team, where he assisted with the development of the Rowanmoor Pensions SIPP. He joined the Technical Department after the successful launch of the SIPP in May 2009.