Tony Portwood
Senior Pensions Advisor
Tony's dual role is one of business development and pensions adviser and he is responsible
for a portfolio of both SSAS and SIPP clients. His main duties include the provision
of technical advice and support to IFAs and the provision of technical support and
generic consultative advice to trustees in respect to benefit planning, retirement
options and scheme funding; assisting third party advisers such as accountants and
solicitors; attendance at trustees meetings; feasibility studies including property
purchases and borrowings.
Career History
Tony has over 20 years' experience in the SSAS and SIPP market, having originally
joined Pentech Limited in 1987 - prior to the company becoming part of the Jardine
Lloyd Thompson Group. Throughout that period he has acted as Scheme Accountant and
administrator and represented the independent trustee company. Prior to entering
the pension industry he was with a large, internationally renowned, Accountancy
practice.
Specialist Areas
- All aspects of Small Self Administered Pension Schemes
- All aspects of Self Invested Personal Pension Schemes
Professional Activities
A member of the Personal Finance Society and AFPC qualified