OUR TEAM

Tony Wickenden

Qualifications

  • ACII - Associate of the Chartered Insurance Institute
  • FTII - Fellow of the Institute of Taxation
  • TEP - Trusts and Estates Practitioner
  • LL.B (Hons) - Law

Role

Tony is Joint Managing Director of Technical Connection. He provides relationship, project and thought leadership in serving our institutional and adviser clients. This includes the design and implementation of tax planning and marketing solutions and strategies for product providers, platforms and fund management groups.

Tony also provides leadership in relation to the development and maintenance of the Techlink suite of services, adviser and consumer tools and all of Technical Connection's on-line solutions.

Tony regularly contributes content on tax planning development to various professional and sector publications as well as delivering presentations at financial services, tax and trust conferences for clients and professional bodies.


John Woolley

Qualifications

  • FCII - Fellow of the Chartered Insurance Institute
  • Barrister - called 1987, Grays Inn
  • FTII - Fellow of the Institute of Taxation
  • LL.B (Hons) - Law
  • TEP - Trusts and Estates Practitioner

Role

John is Joint Managing Director of Technical Connection and leads Technical Connection's technical standards policy. John regularly contributes content on tax planning to various publications as well as making guest attendances as a speaker at various financial services and tax conferences.

John represents the business on sector bodies and in the professional press.

John`s immense experience and technical knowhow have made him an invaluable source of insight and reassurance for TC's clients and a source of information and development for Technical Connection's staff and associates.


David Redfern

Qualifications

  • FCII - Fellow of the Chartered Insurance Institute

Role

David contributes across a range of consultancy areas with special responsibility for quality assurance on technical content. David is also an active member of our financial planners support and advisory team providing invaluable day to day case related support on "all things technical".

David has immense experience accumulated over many years in the sector. This includes the production and checking of life policy documentation against specifications, liaising with HMRC, drafting policy endorsements, advising on all aspects of the chargeable events process and everything to so with life policy and collective investment taxation. In his time he has also been a life and pensions tutor at the CII College of Insurance and has been an examiner and moderator for the CII on life subjects

Joined Technical Connection in September 1989.


Barbara Gardener

Qualifications

  • Master of Law (Warsaw University)
  • FCII - Fellow of the Chartered Insurance Institute
  • Research Diploma in Advanced Insurance Studies
  • LLB (Hons) - Law
  • TEP - Trusts and Estates Practitioner

Role

Barbara leads Technical Connection's projects and project teams on all aspects of the design and maintenance of trust and trust based strategies. Barbara has also worked extensively with clients in creating effective market focussed strategies incorporating retail financial products and trusts for life companies, fund management groups and platforms. Design and delivery of professional development programmes for advisors is another speciality.

In the past Barbara has held positions as an underwriter, head of claims and head of technical services for four life offices.

Joined Technical Connection in March 1990.


Samantha Kaye

Qualifications

  • AFPC - Advanced Financial Planning Certificate
  • BA (Hons) - Law and Sociology

Role

Samantha's deep understanding of the pensions arena enables her to work within this highly complex subject area.

Before joining Technical Connection Samantha worked at Legal and General performing various legal, technical and pensions roles. Those roles included SSAS corporate trustee, corporate development manager and technical pensions marketing.

Joined Technical Connection in June 2013.


Niki Patel

Qualifications

  • ATT - Taxation Technician
  • AFPC - Advanced Financial Planning Certificate
  • PG Dip - Post Graduate Diploma in Legal Practice
  • BA (Hons) – Law and Sociology

Role

Niki is a key member of our Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this.

Prior to joining Technical Connection, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator.

Joined Technical Connection in February 2013.


Derek Lovell

Qualifications

  • PG Dip - Post Graduate Diploma in Legal Practice
  • LLB (Hons) - Law

Role

Derek's primary responsibility is management of the design, presentation, content and structure of the Techlink suite of products. His experience in, and creative approach to, on-line technology is invaluable in our continuing development of the Technical Connection on-line service offering.

Derek is also responsible for ensuring that all aspects of development and client projects are managed and delivered in line with specified targets.

Joined Technical Connection directly from University in January 1997.


Our Support Team:

Christina Knight Financial Controller
Sara Ellard Credit Control/Accounts Administrator
Clare Thomas Techlink Administrator
Sue Blake Office Support/Administrator