Canada Life has appointed Jeremy Martin as a pension, tax and estate planning consultant. Reporting to Andrew Tully, Jeremy will be responsible for supporting advisers to help them take advantage of regulatory and technical change, with a focus on retirement and estate planning.
Jeremy is field based, part of the iCan team, and will be supporting advisers through sales events, technical training, webinars and attending team meetings. Jeremy joins from JUST where he was a business technical manager, and brings with him a wealth of experience from 30 years in the financial services industry.
Andrew Tully, technical director, Canada Life commented:
“We recognise advisers value both field and desk based technical support, and just as we are seeing an increase in demand, it’s great to be able to expand the team. I’m delighted Jeremy is joining us, bringing a wealth of experience of being able to join all of the dots between pensions, retirement and estate planning.”
Jeremy Martin, pension, tax and estate planning consultant, Canada Life said:
“This is a great time to join a company which has ambitious plans in the retirement space. Bringing a wealth of cross market experience from 30 years in the industry means I can really support advisers when looking at holistic financial plans for clients, and hopefully demonstrate where Canada Life can help with solutions.”