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Lee Halpin

Lee Halpin

Investment Processing Team

Followers of Lee Halpin132 followers
location of Lee HalpinGlasgow, Scotland, United Kingdom

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  • Timeline

  • About me

    Technical Manager at @sipp

  • Education

    • Glasgow Caledonian University

      2001 - 2005
      Bsc (Hons) Financial Mathematics 2.1

  • Experience

    • National Australia Group Europe

      Feb 2006 - Mar 2006
      Investment Processing Team

    • @sipp

      Mar 2006 - now

      I provide product advice, technical guidance and expert support on pension matters, both to @sipp's internal team and external introducers. Given the nature of my role, I have developed a particular expertise in handling enquires on investment permissibility – in the process ensuring that proposed assets comply with our in-house requirements as well as HMRC and FCA rules.

      • Technical Manager

        Mar 2011 - now

      • Pension/Property Administrator

        Mar 2006 - Mar 2011

  • Licenses & Certifications

    • Certificate in Financial Administration (Pensions)

      The Chartered Insurance Institute

    • Certificate in Financial Planning

      The Chartered Insurance Institute

    • Certificate in Life & Pensions

      The Chartered Insurance Institute