Canada Life has recruited four new members to its sales technical team, supporting advisers on a range of pensions, trusts and estate planning topics.
Stacey Love, technical manager, has joined Canada Life from Crowe LLP where she was tax and estate planning manager, and prior to that spent a number of years at Legal and General. Stacey is a STEP qualified trust and estate practitioner.
Julia Peake is a tax and estate planning specialist, and joins from Sanlam where she held roles as head of life company distribution and technical development manager.
Ross Whittle is a tax and estate planning specialist and is diploma qualified. He has worked for leading offshore providers in the UK market in his earlier career, moving on to leading a tax consultancy business. Ross has also worked as an independent financial adviser.
Liz Hardie (who joins Canada Life beginning of January), is a tax and estate planning specialist. Liz is a technical specialist with 31 years’ experience and joins Canada Life from Technical Connection, and prior to that spent 10 years in Prudential’s technical team.
Andrew Tully, technical director, Canada Life commented:
“I’m delighted we are investing in our technical support for advisers and para planners. We know how valued this support is through the high volume of enquires we receive on a weekly basis, and also the complexity of the technical cases we get involved in. Providing the right support on a whole range of technical issues is pivotal to the support we provide to advisers. As a team we look forward to supporting the adviser community in 2022, whether that is face-to-face, or through ongoing virtual events.”