Dr Smith in SOLIHULL
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
Mr Bradley in BRISTOL
Mr Bradley has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: • Investment bank and asset manager foreign exchange charges • Custody bank transition management agreements and fees • Investment management agreements (IMAs) • Custody agreements • Pension scheme consultancy agreements Mr Bradley has in-depth pension and investment experience in the following areas: • Identifying, presenting and implementing flightpath and...