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`s consultancy work encompasses the design and implementation of technical tax and legal and marketing solutions and strategies for product providers and advisers in the insurance, investment and pensions markets. His strategic work involves market assessment and deloping sales, products, professional development and strategies for insurance companies, banks and fund management groups. He advises businesses both in and outside the UK. Tony is responsible for designing content for Techlink

Tony regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at various financial services, tax and trust conferences so as to promote and develop the business` brands.


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 regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at various financial services and tax conferences

John represents the business on industry bodies and in the technical press.

John`s immense experience and technical knowhow have made him an invaluable first point of contact for many clients and a source of information and development for Technical Connection consultants.


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 outgoing material. David also is an active member of our Financial Planners Support and advisory teams.

Career History

Formerly a life and pensions tutor at the CII College of Insurance. Acted as examiner and moderator for the CII on life subjects

For 14 years, Senior Technical Officer at Merchants Investors Assurances Co which became MI Group. Responsibilities included checking all life documentation against specifications, liasing with the Inland Revenue on certification and drafting all policy endorsements

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 projects and project teams and has great experience in designing and implementing trust and trust based strategies. Barbara has also worked extensively with clients in product and product package development. Design and delivery of professional development programmes for advisors is another speciality. Barbara is also a prominent speaker for the Society of Financial Advisers (SOFA).

Career History

Over a 10 year period Barbara held positions as an underwriter, head of claims and head of technical services for four life offices.

Barbara`s last position prior to joining Technical Connection was a Technical Manager at Australian Mutual Provident. Her responsibilities there included design and presentation of training courses and on-going training for direct sales force

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.

Career History

Before joining Technical Connection Samantha has spent all her working life at Legal and General carrying out 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.


John Page

Qualifications

  • ACII - Associate of the Chartered Insurance Institute
  • APMI - Associate of the Pensions Management Institute
  • BA (Hons) - History

Role

John has a deep understanding of all the key pensions issues of today and is a true industry leader in this immensely complex subject.

Career History

John has spent all his working life (since 1971) in pensions. He has worked for the following companies: Legal and General, Hambro Life (now Allied Dunbar), Merchant Investors, Hill Samuel Life and M and G.

John has wide experience of the pensions market (group and individual, money purchase and defined benefits, insured and selfinvested etc.) He is a frequent commentator on industry issues/developments in the trade press as well as providing articles for pension publications. He is a regular speaker at conferences (including the SOFA National Conference).

Joined Technical Connection in September 1999.


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.  Her experience uniquely qualifies her for this.

Career History

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.


Marcia Banner

Qualifications

  • ACILEx - Associate Member of the Institute of Legal Executives
  • AFPC - Advanced Financial Planning Certificate

Role

Marcia contributes her sound knowledge of trust, tax and life assurance matters, to a range of consultancy areas.

Career History

Marcia has 25 years of experience in the financial services industry, most recently holding the position of Senior Trust Manager for Scottish Widows where she was responsible for developing and maintaining the trust proposition.  Marcia was also responsible for identifying opportunities and risks emerging from new inheritance tax legislation and case law and was Scottish Widows’ expert spokesperson on trust and inheritance tax matters.

Joined Technical Connection in January 2013.


Derek Lovell

Qualifications

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

Role

Derek`s primary responsibility is the design, presentation, content and structure of Techlink Professional and Techlink Communicator. His experience in, and creative approach to taxation and on-line technology is invaluable in developing Techlink.

Career History

Joined Technical Connection directly from University in January 1997.