Gerard Dufficy - Branch Manager - Birmingham
Qualifications
Chartered Insurance Institute:
- Associate of Chartered Insurance Institute (ACII)
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G60 Pensions
- K10 Retirement Options
- K20 Pension Investment Planning
Experience
Gerard was employed by Commercial Union in 1984 as an Occupational Pension Scheme Administrator, before moving on to Hogg Robinson Financial Services 1988, where he provided Consultancy services to corporate clients and individuals in the fields of pensions and investments. Gerard joined LEBC Group on 21st July 2000.
Provides advice in all aspects of pensions and employee benefits, providing advice, communication and guidance through the maze of evolving legislation.
Specialisation
All aspects of pension including SSAS, SIPP, final salary and money purchase Pension transfers, retirement options including Drawdown, phased retirement and annuity purchase.