Team

With a wealth of experience in all aspects of pensions administration, our team have the know-how and understanding to help you make the most of your SSAS pension.

We do SSAS’s and that’s it, so we will focus all our energies on delivering the best service possible for you and your company.

"I've worked within the self-invested pensions industry since 1997 in various roles including administration, management and providing technical support to clients and their advisers. I have extensive knowledge and experience of all aspects of SSAS administration, in particular complex retirements, death benefits and pension sharing in the event of divorce.

I enjoy spending time with my family (I have two teenagers), making use of my season ticket at Bristol City F.C. and going to the gym."

Email Andy
Call Andy on 0117 457 2452
Linkedin

"Having previously worked for a major SIPP and SSAS provider, I have over 10 years' experience in the pension industry predominantly in client and pension payroll. I have a degree in Finance and Investment (MSc) from Exeter University as well as the CIPP Foundation Degree in Payroll Management.

Outside of work, I'm a keen amateur baker, I keep fit by going to the gym and exercising regularly, and enjoy reading Russian and British Classics."

MSc (Finance), CIPP Foundation Degree in Payroll Management

Email Oxana
Call Oxana on 0117 457 2454
Linkedin

"My first permanent job was as a SSAS administrator with the Sun Life Assurance Society. I joined at the time the ‘1991 SSAS Regulations’ were introduced. Three decades later, I still get the same enjoyment from helping SSAS clients and their advisers to achieve their goals.

I enjoy spending time with my family and friends, cooking the occasional curry, making use of our National Trust membership and getting outside."

Email Steve
Call Steve on 0117 457 2457
Linkedin

"In 1995, my first job at age 18 was in SSAS administration. I've worked in the self-invested pensions industry since then and have learned all aspects of SSAS administration, product design and business development.

My experience includes running SIPP/SSAS sales teams, structuring marketing campaigns and being a shareholding director at a large SIPP/SSAS provider. I enjoy working with clients and their advisers to help make the complex simple.

I am a proud co-founder of Morhart Pension Services Ltd."

Dip PFS®, Dip CII®

Email Steve
Call Steve on 0117 457 2450
Linkedin

"Since graduating with a degree in economics in 1995 I've worked within the pensions industry. I progressed from actuarial consultancies in and around London to the self-invested pensions market in Bristol. My focus since then has been on the operational and technology sides of the industry.

In 2019 I was involved in the opening of a small family run cabin site, the Roost Merthyr Tydfil Ltd. Aside from pensions and cabins; I play the guitar, cook, read and enjoy exploring the great outdoors.

I am a proud co-founder of Morhart Pension Services Ltd."

Email Kris
Call Kris on 0117 457 2446
Linkedin