Compliance with UK financial services rules & regulations • Financial planning matters, including pensions, investments, savings, life assurance & the advisory process & standards

National Financial Expert Witness 20 years' qualified experience providing financial advice to retail, personal injury, clinical negligence and corporate clients • Tier 1 Registered Expert Witness with APIL • National expert witness status • I have prepared in excess of 400 claimant reports and joint statements for the court on the value of the loss of retirement benefits within personal injury and clinical negligence claims • Highly experienced in evaluating the suitability of the use of periodical payments in the...

Have been ask to provide expert opinion on the following: • Equity release - Whether the advice process was correct and/or suitable and whether all alternative options had been explored. Also to assess whether the lender acted within the regulations. • Mortgages - Suitability of mortgage advice. • Pensions and investments - Suitability of pension advice, and whether a firm retains liability for ongoing advice. Suitability to switch pension products. Suitability of recommended investment solutions.

Through my qualifications and experience, I am competent to provide advice, report writing and consultation on most financial service products. As a company, we currently specialise in providing expert reports for claims on motor finance, pensions and Plevin, but due to our team of experts, we can provide reports on other areas of the finance services industry as and when required.

Psychopathology & psychiatric disorders • Trauma sequelae (psychiatry, including personal injury) • Post-traumatic stress disorder • Personality disorder • Criminal responsibility (psychiatric assessment) • Fitness to plead (psychiatric assessment) • Dangerous & risk assessment (psychiatric) • Crime victims (psychiatry) • Offender assessment (psychiatric) • Witness assessment & testamentary capacity • Criminal behaviour • Child & family cases (custody cases) • Psychiatric care & rehabilitating • Disability Discrimination Act - psychiatric •...

Over 10 years' experience as an expert for the court. Has given evidence in court on a number of occasions. • Pension loss - adults and minors • Loss of earnings • Loss of income reports • Accommodation (post RvJ) • Cost of financial advice • Periodical payments/PPO/Form of Award Reports • Settlement assessment reports • Fatal accidents; loss of dependency • Lost years claims • Financial modelling/planning • Cashflow analysis for court approval

Investment banking • Capital markets • Derivatives • Fund management • Investment management • Wealth management • Hedge funds • Quantitative investing • Algorithmic trading • Systematic investing • Interest rate swaps • Credit default swaps • Cryptocurrencies • HFT • Artificial intelligence • Alternative data • Trading technology • Information technology • Intellectual property, compliance and operations Since 2017, Dr Bateson has been engaged as an expert witness on legal cases in the UK and US involving financial markets, hedge funds, algorithmic/AI/systematic...

All aspects of regulated financial advice, especially pensions and investments, including pension transfers and self-invested pension arrangements • General investment knowledge and impact of psychology and sociology on investor behaviour • As well as working in the financial sector and academic work, I have worked for the Pensions Ombudsman Service for many years

I used to undertake the assessment of claimants and defendants in civil claims, including personal injury and medical negligence cases. I have retired from the NHS, and have now stopped taking new cases. I continue to sit on the NEAP committee and to train doctors who seek reapproval under the MHA (1983). I am AC and Section 12(2)-approved. I am an on-call psychiatrist for Cygnet Hospitals Bradford.

Liaison psychiatry • Head injury • PTSD & related disorders • Medical negligence • General psychiatry • Employment issues • Psychiatric occupational health