Providing award-winning technical help and guidance.
Welcome to the ican Technical Services team; here to provide you with award-winning 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.
Stacey has been in and out of the financial services industry since 2007, most recently at a mid tier UK wide accountancy practice, as their Private Client Trusts and Estates manager. Prior to that she ran the Tax, Trusts and Estates technical helpdesk at Legal & General.
She 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)
Ross has over 30 years’ experience within the retail financial services sector. Initially focusing on offshore Investment distribution within the UK, then taking on a management role within a tax consultancy business, leading to a period of time working for a Family Office in London. Ross qualified as an independent financial adviser in 2015 and has specialised in providing advice to the dentistry profession. He now focuses on Tax and Estate Planning within the Technical team of Canada Life.
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.
Julia has held many roles throughout her 18 year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets. Julia’s focus is in the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.
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.
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.
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