Pension Income Planning Ltd.
01277 600518
Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes

About

Pension Income Planning Ltd provide a recognised Gold Standard specialist pensions transfer company, providing analysis and transfer advice for clients with safeguarded pension benefits, including those held in Defined Benefit (DB) schemes (also known as Final Salary schemes) and Money Purchase schemes with DB underpins.

If the value of your safeguarded benefits is 30,000 or more, you are required by law to seek advice from a regulated financial adviser with the necessary permissions and qualifications, such as Pension Income Planning Ltd, before the benefits could be transferred.

Pension Income Planning Ltd only deal with clients who have been introduced to us by other authorised financial advisers, or who are Elective Professional clients (refer to our FAQs for more information).

If you have your own adviser, please liaise with them before commencing your Client Journey with Pension Income Planning Ltd. Alternatively, if you require an independent financial adviser please call us direct on 01277 600518 and we will be happy to recommend an IFA who can assist you.

Pension Income Planning Limited is authorised and regulated by the Financial Conduct Authority. Pension Income Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under ref 713438.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The Team

John Broom
John Broom

Director / Pension Transfer Specialist

Colin Pennycook
Colin Pennycook

Senior Pension Transfer Specialist

Mark Johnson
Mark Johnson

Pension Transfer Specialist

Melanie Graves
Melanie Graves

Compliance Manager / Pension Transfer Specialist

Bob Cook
Bob Cook

Pension Transfer Specialist

Tony Hopwood
Tony Hopwood

Pensions Technical

Reginald Sedgeley
Reginald Sedgeley

Attitude To Risk Reviewer / Compliance Assistant

Leslie Hossack
Leslie Hossack

Office Manager

Tina Jenkinson
Tina Jenkinson

Administration Manager

Keith Insole
Keith Insole

Paraplanner

Saoirse Blake
Saoirse Blake

Paraplanner

Nick Burke
Nick Burke

Paraplanner / Trainee Adviser

Victoria Greenhill
Victoria Greenhill

Case Handler

Kate Banham
Kate Banham

Suitability Report Writer

Richard Underwood
Richard Underwood

Suitability Report Writer

Michael Hammond
Michael Hammond

Senior Administrator

Rebecca Lee
Rebecca Lee

Pensions Administrator

Kathyrn Eley
Kathyrn Eley

Pensions Administrator

Jade Imbert
Jade Imbert

Administrator

Charlotte Woolaghan
Charlotte Woolaghan

Administrator

Jon Hilliard
Jon Hilliard

Administrator

Stevie Lydon
Stevie Lydon

Receptionist

pension

Sterling Court, 4 Gresham Road
Brentwood, Essex, CM14 4HN

01277 600518
01277 202233
pip@pipplanning.co.uk

Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes.

 

 

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