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Caroline is the Customer Engagement and Communications Assistant and brings many years of experience from various industry sectors and is also CIPD Learning and Development qualified. Caroline is here to help with all your initial enquiries, keep you updated via Linkedin and our blogs page and to ensure that you receive outstanding customer care from the moment you contact Expert Pensions. With her excellent organisational skills, friendly chat and wealth of experience you can be assured of a warm and efficient welcome.1 Articles


A joint article from Richard Whittington – Product Manager at the Access Group and Rachael Tiffen - Director of Public Sector and Learning at Cifas1 Articles


We help institutions across the Financial Services industry with regulatory compliance, best practice, competency frameworks, people risk and accountability software. And we’re at the forefront of compliance technology – creating governance tools and frameworks that evolve, as regulation gets more complex, helping our clients to keep one step ahead. Team1 Articles


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Peter Lawlor is Technical Consultant at Expert Pensions Limited1 Articles



Simon Truckle from Skillcast, Skillcast helps companies to create compliance awareness and inspire their employees to act with integrity. We offer bespoke e-learning content development, libraries of ready-made courses and a learning management system (LMS) that is specifically designed for compliance training. More than 600 companies use our e-learning courses and LMS to deliver millions of learning interventions each year. We partner with our clients at every stage to ensure the successful outcome of their learning initiatives - from risk assessment through to learning administration, reports and audit. We are innovators and trendsetters, and we are passionate about client service. We can help you to achieve your business’ learning objectives. Call us on +44 207 929 5000 to discuss how we can help.1 Articles


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Nick Baxter has developed a portfolio career in the financial service industry which includes: Partner - Baxters Business Consultants (April 1993 to date) - a business consultancy undertaking marketing, training, freelance journalism and expert witness services to the residential mortgage lending, building society and financial service industry - www.baxtersbc.co.uk. Tribunal member (January 1999 to date) - First-tier Tribunal General Regulatory Chamber (Estate Agents) – in this role Nick hears licensing appeals Estate Agents Act. Appointed to the Consumer Credit Tribunal from January 1999 to April 2014 when consumer credit appeals were moved to the Upper Tribunal Tax and Chancery Chamber. Non executive director (March 2009 to date) - Rockstead Limited - an independent asset, business and process review company. Rockstead is recognised as a leading provider of due diligence services throughout the UK and Europe - www.rockstead.co.uk. Senior Independent Director (PRA/FCA SMF 14) - The Mansfield Building Society (January 2017 to date) - Chair of Board Risk Committee (PRA/FCA SMF 10), Chair of Board Remuneration Committee (PRA/FCA SMF 12), Member of the Board Audit and Compliance Committee and Member of Board Nominations Committee. PRA/FCA prescribed responsibilities (PRl, PRm and PRn). Nick has experience in acting as a single joint expert, has experience in giving oral expert evidence [Royal Courts of Justice London and Belfast, regional High Court Queen’s Bench Division and Crown Courts - example Neutral Citation Numbers: [2013] EWHC 719 (QB) and [2022] EWHC 2475 (Ch) (see pdf's in the "Featured section" below) and has experience of giving concurrent expert evidence in the High Court [‘hot tubbing’]. Qualifications: DipM DipMan (Open) MAE FPC CeMAP MAQ CeRGI CeRCC CeARL AdvCeMAP CeRCH CeCM CeRER CeSRE CertFCA CertAMLA CertCA CertBB&C CertRBCB CertDC1 Articles


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Shaun Doherty, Financial Planner from Expert Pensions We are a revolution in education. We make the entire process of teaching and learning interesting, memorable and fun (we do try)! •Dedicated Experts with extensive knowledge of the exams we support •Tax, Pensions, Investments and Financial Planning – Experts on hand to answer your queries •Competitive prices and resources that come with the guarantee of years of experience and a history of superior quality •85% of new clients that join our growing network have been recommended. This proves the level of service we provide and sets us apart from the competition •Our reputation is built on exceptional customer service. Come and join us and discover the difference we can make1 Articles


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Helen Watts, Director of Client Services, SiyonaTech. Pleased to be working with SiyonaTech - one of the elearning industry's most creative developers of engaging and impactful custom digital training - www.siyonatech.com1 Articles


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