  Wolanski & Co. Trustees Limited Case Studies |
Our People Wolanski & Co. Trustees Limited is a company with over 50 individuals working in specialist teams assisting both pension scheme members or professional advisers. To see what it’s like working for Wolanski & Co. Trustees Limited click here to go to our Careers page Here are our Senior Personnel  HYMAN WOLANSKI, BSc (Econ) FIA | Managing Director Hyman graduated with an economics degree from the London School of Economics in 1969 and then joined Bacon & Woodrow (now Hewitt, Bacon and Woodrow), consulting actuaries, where he obtained his actuarial training and also worked on the firm's investment performance measurement service. He moved to Harris Graham & Partners (which subsequently became part of The Wyatt Company, now Watson Wyatt) in 1974 and qualified as a Fellow of the Institute of Actuaries a year later. In 1980 he was appointed Managing Director of The Wyatt Company's London office, where he advised a number of major US multinational companies on their UK pension arrangements. He left Wyatt in 1985 to establish Wolanski & Co. Trustees Limited and has overall responsibility for the firm's actuarial and consulting services for corporate clients. He has written a number of articles on investment and pension matters and has spoken on these subjects at several conferences. (He is also a director of our associated software company, Pensions & Actuarial Services Limited.) He was a member of the Main Committee of the Association of Consulting Actuaries for several years and was the Association’s representative on the Government’s Consultation Panel on Scheme Funding. Tel: 020 7496 1401 | E-mail: hyman.wolanski@wolanski.co.uk back to top  IAN DAWSON, DMS, MCIM, Dip PFS | Head of Business Development After a managerial career with Abbey National, Ian joined a local IFA firm for 2 years and then Noble Lowndes as a Senior Consultant embarking on a 13year IFA career culminating in being National Sales Director for a major national firm. Ian then joined Wolanski & Co. Trustees Limited in 2003 as its first Sales & Marketing Director, responsible for the marketing strategy of the company and relationships with key professional introducers. Ian is the holder of the Diploma in Management Studies and the Advanced Financial Planning Certificate and a member of the Chartered Marketing Institute and the Personal Finance Society. Tel: 020 7496 1410 | E-mail: ian.dawson@wolanski.co.uk back to top  MARTIN FRIEL | Senior Consultant - SIPP/SSAS Martin joined Hymans Robertson, consulting actuaries in 1990, and moved to Wolanski & Co. Trustees Limited in 2000. With over 15 years' experience of small self-administered pension schemes, he now works as a Senior Consultant responsible for a portfolio of introducers for SSAS and SIPP. Tel: 020 7496 1412 | E-mail: martin.friel@wolanski.co.uk back to top  KIRSTEN GILES | SSAS Administration Manager Kirsten graduated from DeMontfort University in 1996 and joined James Hay to work in their SSAS department. In 2000 she joined Beckett Pension Trustees and was responsible for a team of SSAS and SIPP administrators. She joined Wolanski & Co. Trustees Limited in 2002 and is the Manager responsible for the administration of our small self-administered schemes. Tel: 020 7496 1470 | E-mail: kirsten.giles@wolanski.co.uk back to top  FRANCES JONES, Dip PFS, ACIB | Operations Director Frances graduated with a degree in economics from Cardiff University in 1988 and joined Natwest bank to work on corporate lending. In 1994 she became an IFA specialising in pensions and in 1998 joined Beckett Pension Trustees Limited as a consultant with responsibility for their SIPP. Frances joined Wolanski & Co. Trustees Limited in 2002 as Special Projects Manager and is now the Operations Director with responsibility for our SIPP and SSAS Administration Units. She is the holder of the Advanced Financial Planning Certificate and is also an Associate of the Chartered Institute of Bankers. Tel: 020 7496 1440 | E-mail: fran.jones@wolanski.co.uk back to top  ALISON MOLLARD, BA (Hons) | Business Development Manager Alison graduated with a degree in Financial Services from Sheffield Hallam University in 1996 and joined William M Mercer Limited, consulting actuaries. She moved to Wolanski & Co. Trustees Limited in 2000 and is primarily responsible for developing new SIPP and SSAS business. She has obtained the Financial Planning Certificate and is currently studying for the Advanced Financial Planning Certificate. Tel: 020 7496 1413 | E-mail: alison.mollard@wolanski.co.uk back to top  PAULA PEARCE | Administration Manager - Property Paula joined the Prudential in 1993 to work in their SSAS department. She moved to Wolanski & Co. Trustees Limited in 2003 and is the Manager of the SIPP Property Team, responsible for the purchases, sales and ongoing administration of property investments held under the Wolanski & Co. Personal Pension Plan. Paula has obtained the Financial Planning Certificate. Tel: 020 7496 1445 | E-mail: paula.pearce@wolanski.co.uk back to top  SUSANNA SCOTT, ACII | SIPP Administration Manager Susanna graduated from Bath University in 1982 and then joined Merchant Investors, where she worked on all aspects of insured pension schemes and small self-administered pension schemes. She joined Wolanski & Co. Trustees Limited in 1991 and is the Manager responsible for the administration of our self-invested personal pension scheme, the Wolanski & Co. Personal Pension Plan. She is an Associate of the Chartered Insurance Institute. Tel: 020 7496 1455 | E-mail: susanna.scott@wolanski.co.uk back to top  DAVID SPILSBURY, Dip PFS, MPMI | Senior Consultant - SIPP/SSAS David graduated with a Degree in Financial Services from Bournemouth University before joining Greig Middleton Financial Services Limited as a pension transfer specialist. He moved to PriceWaterhouseCoopers in 2000 where he was involved in administering, designing and implementing corporate pension schemes. He joined Wolanski & Co. Trustees Limited in 2004 as a Senior Consultant and is now responsible for looking after a portfolio of Professional Introducers as well as helping with SSAS and SIPP new business development. He has obtained the Advanced Financial Planning Certificate (including G60) and is currently studying for the Pension Management Institute examinations. Tel: 020 7496 1415 | E-mail: david.spilsbury@wolanski.co.uk back to top  GEORGE BONELLO | Account Manager George graduated from the London School of Economics in 1998 and joined James Hay. He subsequently joined Jupiter Unit Trust Managers. He moved to Wolanski & Co. in 2001 and has worked on our small self-administered schemes, self invested pension plans and final salary schemes. George is currently an Account Manager in our Business Development Team and is responsible for maintaining our relationships with professional advisers. Tel: 020 7496 1414 | E-mail: george.bonello@wolanski.co.uk back to top  GARRY HIGGINS | Business Development Manager Garry Joined Wolanski in 2006 bringing with him over 14 years experience in the Financial Services industry. This has been gained in a number of different companies including Motor Industry Pensions Ltd, Towry Law Financial Services and Sedgwick IFC, both as a successful IFA Consultant and Sales Manager. During this time he has experienced all aspects of financial planning, but has specialised in pensions. Garry has the full FPC together with several AFPC qualifications including G60 and is now studying towards a Diploma in Financial Planning. As a Business Development Manager, Garry will have the responsibility for promoting the services that Wolanski & Co. Trustees Limited are able to provide to professional introducers. Tel: 020 7496 1400 | E-mail: garry.higgins@wolanski.co.uk back to top  GAVIN McCLOSKEY | SSAS Consultant Gavin has worked in the pensions industry for over twelve years specialising in member-directed schemes at both Mercer Consulting, where he worked on client management and specific projects, and Barnett Waddingham, where he managed a specific portfolio of high net worth clients. He is now the SSAS Consultant for Wolanski & Co. Trustees Limited working with existing SSAS scheme trustees and their Professional Advisers to ensure all schemes run smoothly. Tel: 020 7496 1415 | E-mail: ???@wolanski.co.uk back to top |