John has worked in the financial services industry since 1984 and set up his first IFA practice in 1992. The key goal of creating specialist areas that could partner with other IFA firms has been a driver, the team developed a separate Wills, Trusts and probate company in 2013 which works predominantly with IFAs, accountants and solicitors around the county.
In 2014 a payroll and workplace pension specialist company was set up in our offices to assist in setting up the compulsory schemes.
Continuing this philosophy, John founded Pension Income Planning Ltd in 2016 after identifying a need for a specialist firm offering advice on deferred defined benefits. Pension Income Planning Ltd is on the Simply biz national panel and works with companies all around the UK providing high quality pension transfer advise.
This is a continually evolving industry, particularly in this niche area of advice. John and his team constantly work on improving the process and the service provided by Pension Income Planning Ltd, and to ensure a smooth service for client and introducers and the right outcomes.
Colin heads the firm equipped with specialist pensions knowledge developed over decades of experience, gained in in-house defined benefit scheme management, corporate pension scheme design and implementation, as managing consultant within a London actuarial practice, and has given advice on countless pension transfers, including assessment of a multitude of cases within the pensions review.
Retirement planning is a serious business and Colin insists on every client receiving the correct advice.
Colin is a Fellow of the Pensions Management Institute.
Mark has worked in the pension world for over 30 years and has been a pension transfer specialist since 1999.
Mark prides himself in putting complicated pension language into everyday terms, so someone with not much pensions experience can understand it.
Melanie has worked with John Broom in a compliance role for 18 years, qualified in pensions specifically in 2001 and has worked for Pension Income Planning Ltd since its formation in 2016.
Melanie mainly provides the compliance function for the firm, ensuring that the work we do complies with FCA guidance, but is also qualified as a Pension Transfer Specialist.
Tony is our senior pensions administrator and is also a non-advising Pension Transfer Specialist. He has over 40 years’ service in the industry, the last 20 being dedicated to pensions, particularly DB transfers and drawdown.
Tony has worked for Pension Income Planning Ltd since its formation in 2016 and brings a wealth of experience and a high degree of technical knowledge to the company.