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Providing award-winning pre-sales technical help and guidance.
Welcome to the ican Technical Services team; here to provide you with award-winning pre-sales technical help and guidance.
Your ican Technical Services team are all industry-recognised experts specialising in trusts, estate planning, retirement planning and tax. Every individual in the team understands that you have specific needs and we aim to deliver the right technical information, in the right way, at the right time.
As well as telephone and email support for complex cases the team talk and present at events and have article published in the media.They are also able to provide generic and bespoke presentations and training delivered through webinars, face-to-face and online meetings.
We provide a range of briefing notes, guides, videos and tech-casts designed to help you build your knowledge and your business.
To contact the ican Technical Services team please speak to your account manager or email us at ican@canadalife.co.uk.
Andrew oversees the technical team and is part of the distribution senior leadership team at Canada Life.He’s gained over 34 years’ experience within pensions and retirement from a number of large providers. Andrew regularly comments in the media, speaks at conferences, and is a member of various industry working groups.
Neil is a financial services specialist with over 30 years’ experience in the adviser marketplace and with providers. He specialises in tax planning in both onshore and offshore environments, estate planning and retirement. Neil is a member of various financial services working groups, regularly comments in the media and speaks at industry events.
Kevan has over 30 years’ experience working with advisers and has been a pension and retirement specialist for over 25 years. As part of the technical team, Kevan writes articles and answers technical queries about The Retirement Account. He also delivers presentations on pension and retirement topics at local and national events.
Francesca provides technical support on trusts, tax and estate planning. Before this, she was a financial adviser and specialised in care fees planning – helping clients maintain financial independence pre and post retirement. She’s also worked for providers, dealing with platforms, investments, retirement and equity release.
Patrick has over 25 years’ experience in both professional adviser and provider marketplaces. He uses his expert knowledge to solve inheritance tax case scenarios and relays technical information to advisers in a simplistic way. Patrick is a Chartered Financial Planner and founding member of Canada Life’s Tax and Estate Planning team.
Kim has supported professional advisers on trusts, taxation and estate planning for over 25 years. She delivers training on market-related topics and is involved in industry groups analysing the impact of new legislation. Kim is an affiliate of the Society of Trusts and Estate Practitioners, an associate member of the CII and been shortlisted for the Women in Financial Advice Awards 2020.
Cathy has over 25 years’ experience within financial services for adviser firms and providers. She specialises in taxation, trusts, estate planning and delivering training. In addition to her work, Cathy is also a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner (TEP).
John has 30 years' experience working with advisers within the retirement, investments, estate planning and platform markets. He has a wealth of experience as the former Commercial Director at Fidelity International responsible for the strategy of Fidelity Retirement Solutions, and Funds director at Legal and General.
Jeremy has 31 years’ experience in financial services with providers and adviser firms, and is level 4 qualified. He’s mainly focused on pensions but also has experience of onshore and offshore investments, as well as later life markets within the provider environment. Jeremy is also a regular presenter at industry events.
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