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Leicester pension specialist makes senior appointment

Leicester pension specialist makes senior appointment

A Leicester-based specialist pension provider has expanded its senior team with the appointment of a member of staff in a key role.

Small Self Administered Schemes (SIPP) and Self Invested Personal Pensions (SSAS) provider, Westerby The Pension Specialist, has appointed Zachary Gallagher as Technical Consultant.

With over three decades’ experience in the pensions industry, mainly spent in the area of SSAS and SIPP pensions, Zachary brings a wealth of experience and expertise to his new role. Most recently this has involved seventeen years specialising in technical matters regarding SSAS and SIPP pensions at another Leicester-based consultancy.

“We are delighted to welcome Zachary to Westerby,” comments Westerby Group Managing Director Steve Harvey. “With his impressive track record that includes numerous SSAS trustees’ meetings and technical discussions with representatives of bodies including The Financial Conduct Authority, HM Revenues & Customs and The Pensions Regulator, we know his technical expertise will make him a great asset to the team as he advises clients, professional contacts and colleagues alike.”

In addition to establishing an impressive professional reputation, over the years Zachary has also lent his experience to the committee of the Association of Member-Directed Pension Schemes (AMPS), where he served seven years, including three years as Honorary Secretary and two years as Chairman. He also served as AMPS representative on the Pension Scams Industry Group (PSIG) and was a co-author of the first edition of PSIG’s Code of Good Practice on Combating Pension Scams.

“I’m delighted to have joined the team at Westerby The Pension Specialist at an exciting time of growth for the company,” comments Zachary. “As well as advising on the technical aspects of SIPP and SSAS pensions, I am also very much looking forward to meeting clients and fellow pension professionals and continuing to speak at industry conferences.”

Established in 1996, Westerby The Pension Specialist is a specialist provider of trusteeship and administration services for SSAS and SIPP plans designed to give clients control of their pension provision. Westerby is a member of the Association of Member-Directed Pension Schemes (AMPS) and is one of only a small number of independent trustees to offer their own SSAS and SIPP plans.

The Westerby Group also includes Westerby Investment Management, which has been providing specialist financial, taxation and independent investment advice for individuals and businesses from its Leicester city centre base since 1987.

Westerby the Pension Specialist team (Zachary Gallagher is on the far left. Group Managing Director Steve Harvey is centre)

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