Our people

 
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Meet our team

“As you grow older you will discover you have two hands, one for helping yourself and the second for helping others” – Audrey Hepburn

Jane Stevens is the Principal of The Pension House, and has worked in financial services throughout her career. It is noticeable that very few young people join the Financial Services Industry and we consider it important for the longevity of our business that younger people should be at the back bone of our team. Jane passes on her knowledge and mentors the team, ensuring they have a thorough understanding of all aspects of financial planning.

 

Jane Stevens DipPFS

Jane Stevens DipPFS

Independent Financial Adviser

Jane has worked in the pension industry for over 35 years. She has gained the reputation of being a pension expert. Her focus is to work with clients who are retired or coming up to retirement.

Jane holds the Advanced Financial Planning Certificate, including G60 and G20 qualification this means she is a ‘Pension Transfer Specialist’ and this permits The Pension House to provide advice on Defined Benefit, Final Salary, and Occupational pension schemes. This sets The Pension House apart from other advisers that are unable to give advice in this restricted area of financial planning.

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Laura Hutchings DipPFS

Laura Hutchings DipPFS

Qualified Paraplanner

Laura joined the team in 2015 directly from university. She has since achieved her CII Diploma in Regulated Financial Planning and is now fully qualified and working towards her Chartered Status.

Laura supports Jane in developing the financial advice for clients. This involves analysing the investments, attending investment seminars and keeping abreast of the changing economic environment.

Laura also heads the Auto Enrolment Workplace Pension Dept. Laura has an excellent record of finding missing pension benefits for our clients.

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Louise Lyon

Louise Lyon

Administrator

We like to grow our people at The Pension House.

Louise joined the team in 2018 with a good level of administration ability.

Louise has commenced her CII training with the aim of achieving the Diploma in Regulated Financial Planning. Her goal is to become a Qualified Paraplanner.

Her role at The Pension House is to prepare documents for client meetings and to implement the agreed client financial plan. She is responsible for the back-office system, registers and smooth running of the office.

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Careers at pension house

Our team is very much valued and this is reflected in the speed with which our staff develop and expand their knowledge. All our staff are encouraged to study. The Pension House Academy is our training school where we support exams in the CII program and reward success.

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Guiding and advising clients is our passion

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