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Andy Hawthorn

Andy Hawthorn

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Followers of Andy Hawthorn206 followers
location of Andy HawthornWaterlooville, England, United Kingdom

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  • Timeline

  • About me

    Director | Financial Planning Consultant at Compass Financial Planning

  • Education

    • Kingston University

      1999 - 2003
      Bachelor of Arts (BA) Business Studies First

  • Experience

    • ServiceTec

      Jan 2004 - Jul 2005
      Sales Support

    • AXA Life

      Oct 2005 - Jul 2009

      Supporting corporate and trustee clients and their advisers with the ongoing management of their defined contribution workplace pension schemes. Administration of a portfolio of corporate clients' defined contribution workplace pension schemes.

      • Portfolio Manager

        Jan 2008 - Jul 2009

      • Scheme Administrator

        Oct 2005 - Dec 2007

    • Towers Watson

      Jul 2009 - Dec 2013
      Consultant

      Providing corporate and trustee advice on all aspects of defined contribution workplace pension schemes, including:> Automatic enrolment - consulting and project management for early stagers> Pension scheme design - scheme type, provider selection> Investment strategy - default fund design, fund range> At-retirement process> Asset transition> Governance strategy> Employee presentations> Corporate/trustee training workshops

    • Compass Financial Planning

      Jan 2014 - now
      Director | Financial Planning Consultant

      Providing financial planning and consulting services to individuals and businesses in Sussex, Hampshire, Surrey, London and surrounding areas.Personal> Savings & investments> Pensions & retirement planning> Protection> Mortgages> Estate planningBusiness> Business protection> Automatic enrolment> Workplace pensions> Employee protection> Financial education> Workplace financial advice

  • Licenses & Certifications

    • Diploma in Employee Benefits and Retirement Savings

      Pensions Management Institute (PMI)

    • Diploma in Regulated Retirement Advice

      Pensions Management Institute (PMI)

    • Advanced Diploma in Retirement Provision

      Pensions Management Institute (PMI)

    • Certificate in Mortgage Advice

      Chartered Insurance Institute

    • Diploma in Financial Planning

      Chartered Insurance Institute

  • Honors & Awards

    • Awarded to Andy Hawthorn
      Module 306 Prize Pensions Management Institute Oct 2013 Performance in Advanced Diploma module 'Retail Investment Advice and Regulation'
    • Awarded to Andy Hawthorn
      Southern Group Prize 2013 Pensions Management Institute Apr 2013 Performance in Advanced Diploma modules 'Providing for Retirement' and 'Retail Investment and Personal Taxation'