Meet the Team

The Canada Life ican Technical Services Team are industry specialists experienced in the intermediary market with experts across trusts, taxation, pensions and other technical areas. Every individual within the team understands that you have specific needs; you want the right technical information for you, delivered in the right way, at the right time.

Call us: 01707 422999 or email us:

cathy russell

Cathy Russell

Cathy has worked in the financial services industry for over 20 years with experience in both professional adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training. She is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner (TEP).


Hamish MacMurchie

Hamish has almost 20 years’ experience in the international life assurance industry, all of which has been with Canada Life International. Originally employed in a customer services role for two years, he has since worked in the Isle of Man Technical Services Department responsible for providing post-sale tax and trust support to sales, advisers and internal staff.


Kim Jarvis

Kim Jarvis

Kim has worked in the life industry arena for over 20 years, with experience in trusts and their taxation, product development, the impact of new legislation on the industry and delivering training. She is an affiliate of the Society of Trusts and Estate Practitioners and a Chartered Insurer.

neil jones 

Neil Jones

Neil is an investment specialist with over 20 years’ financial services experience with life and pensions providers, an investment company and as a professional adviser specialising in pensions, investments and estate planning. Neil has been involved in product development, investment research and training.


Nigel Orange

Nigel is a pensions specialist with over 30 years in the industry spent with major life and pensions providers as a broker consultant and a product and distribution specialist.
Nigel has been a pension technical manager for the past eight years providing technical support to professional advisers.


Patrick Kennedy

With over 25 years’ experience, Patrick has worked in both professional adviser and provider marketplaces. This has included working within a pensioneer trustee practice and as a technical officer for a Mutual Assurance Society focused on solving IHT case scenarios, particularly from a tax and trust perspective. He is a Chartered Financial Planner.


Paul Thompson

Paul has been employed in the financial services arena for over 40 years, specialising in taxation and trusts for the last 30 years. He is a Fellow of the Chartered Insurance Institute, sits on the ABI Product Tax Panel and is a long standing member of the Research Study Group of the Insurance Institute of London.

Sam Newton

Sam Newton

Sam is a pension and investment specialist with over 15 years industry experience working for life and pension providers and asset managers, financial advisory firms and the regulator. He holds the Diploma in Financial Planning with the CII and is currently working towards APMI with the Pensions Management Institute. He has held various technical and policy roles within the industry.

In the first instance, contact your Canada Life Account Manager to find out more. Alternatively, you can use the details below.

01707 422999

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.