Sam Naylor

Experience

• 

  Ferris & Culverwell

  Jan 1998 - May 1999

  Life Office Administrator

  Writing letters, answering emails, arranging appointments, telephoning companies and clients, providing quotations.

• 

  Zurich Life

  May 1999 - Dec 1999

  Pensions Administrator

  Administration of Pensions Trustee Investment Plans.

• 

  James Hay Pension Trustees

  Jan 2000 - Dec 2005

  Technical Adviser - Pensions

  Reading Regulations and Pension Updates and amending the company's technical documents and training delivery to staff on the changes. Providing technical assistance to IFAs on the pensions and assisting staff with any queries they had with relation to the pension rules and regulations.Colleague testimonial:I worked with Sam in the Technical Department of James Hay Pensions Trustees and very much enjoyed working with her. She is a very professional person who always takes her job seriously. She is very competent at her job, is organised and flexible and is a joy to work with as a colleague. She looks out for her co-workers and is extremely approachable, friendly and kind. I have no doubt that Sam will always excel at what she does and she will always be an asset to anyone she ever works for. All the best Sam. Katie Rendall, Physiotherapist (former colleague and employee at James Hay Pension Trustees) Show less

• 

  Totton College (Part of NACRO)

  Dec 2005 - Aug 2017

  Primary responsibilities include: planning and preparing lessons and overarching scheme of work. Monitoring progress. Developing innovative and creative lessons and increasing quality and achievement. Creating resources and teaching learners the required skills necessary to work towards the Functional Skills assessments and GCSE maths qualifications.

  • GCSE Mathematics Lead

    Jun 2016 - Aug 2017

  • Maths Teacher, Functional Skills and GCSE

    Dec 2005 - Aug 2017
• 

  Compass Personal Finance

  Mar 2017 - Jun 2019

  Mortgage and Protection Adviser

  Advising on mortgages and Protection products including: critical illness policies, life assurance, income protection and mortgage protection.

• 

  TC Group Financial Planning LLP

  Jul 2019 - Oct 2022

  Head of Mortgage and Protection
• 

  TC Mortgages

  Oct 2022 - now

  Director