Ross Whittle

Technical Specialist.

Technical Specialist

As a member of the Canada Life Technical Team, Ross is a dedicated resource providing direct technical support to the UK sales distribution teams and the wider IFA community. This support function takes the form of seminars, webinars, technical briefings and direct meetings and discussions.

The role concentrates on pre-sale assessment of client needs and objectives, to ascertain the most appropriate solution, using the suite of investment products and trust structures provided by Canada Life UK and Canada Life International, with jurisdictions in the Isle of Man and Dublin.

Ross joined Canada Life from Quilter Cheviot in 2021 and has 30 years’ experience in the financial services industry, most recently as an IFA and managing a UK based tax consultancy. These roles were preceded by the retail distribution of offshore investment products and trust solutions, for several major life companies based in the UK.

Ross is a member of the London Institute of Banking & Finance and qualified in the Diploma for Financial Advisers.

Meet other members of the technical team

Stacey Love

Stacey has accumulated over 30 years of trusts, tax and estates experience, and is a fully qualified TEP with the Society of Trusts and Estate Practitioners (STEP).

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John Chew

John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.

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Jeremy Martin

Jeremy’s career spans 30+ years. He is level 4 qualified and focuses on pensions, on and offshore investments, and later life markets.

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ican Technical Services Team

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