A good Financial Adviser will play many different roles throughout their career. As they help you navigate through your investment journey, your adviser will often act as a conduit to other professionals who specialise in specific areas to ensure you get the very best advice possible on a whole range of complex matters.
At Skybound Wealth Management we are fortunate to have a number of support divisions and each of which exist to enable you to protect and grow your wealth as effectively as possible.
One such division is the Skybound Pensions Support Team. A pension is often the single biggest element of a person’s retirement plan. Our dedicated Pensions Division specialise in identifying the pros and cons of all the options available so that you can focus on life right now, confident that your future is being taken care of.
Carla Smart DipPFS
Skybound Pensions Manager
Carla has spent the last decade helping expatriates to manage their finances effectively. Although equipped to deal with all aspects of financial planning, her primary area of expertise is pension planning. And in addition to advising her own clients, Carla heads up Skybound’s Pension Services division providing ongoing training and support to all Skybound regional offices.
Technical Pension Specialist
Richard has a UK Pension Planning background and now provides analysis and advice on an international basis. With numerous financial qualifications including his Diploma in Regulated Financial Planning, his certificate in Discretionary Investment Management and his certificate in Pension Transfer Advice, he his well-positioned to provide technical analysis to advisers and clients.
Senior Pensions Administrator
Elaine has over 9 years’ administration experience within the Pensions industry in the Middle East. She started her career as a Pensions Administrator for UK based advisers and became a Pensions Team Leader after a year. She then worked for a number of renowned Middle East Financial Institutions where she acquired all her pension knowledge Elaine joined GWM in June 2016 and is currently working towards CII FA2 certification.
Christine built up her knowledge over a five-year period prior to joining Skybound in 2018 where she now supports the USA team and clients ensuring the transfer of benefits runs smoothly and quickly as possible. Christine is currently working towards her qualifications in pensions and retirement planning.
With over four years’ experience in pension administration support roles, Chloe liaises with pension providers to request, track and record pension transfer values for international advisers, as well as updating clients on transfers and investments.
Pensions come in many different forms, carrying different benefits and structures. Contracts can be many years old, with hefty charges and old-style investments or very valuable with no reason for change. Understanding your international pension benefits can be difficult and, with ever changing legislation, regular reviews and management of your fund with qualified specialists are critical to delivering enhanced pension performance.
Skybound’s specialist International Pensions Division is always on hand to support both you, and your Adviser to help sort your QROPS' from your SIPP's; so all you have to do is dream of retirement, safe in the knowledge that your money has been working as hard for you, as you did to earn it.