OUR TEAM

Tony Wickenden

Qualifications

  • ACII - Associate of the Chartered Insurance Institute
  • FTII - Fellow of the Institute of Taxation
  • TEP - Trusts and Estates Practitioner
  • LL.B (Hons) - Law

Role

Tony is Joint Managing Director of Technical Connection. He provides relationship, project and thought leadership in serving our institutional and adviser clients. This includes the design and implementation of tax planning and marketing solutions and strategies for product providers, platforms and fund management groups.

Tony also provides leadership in relation to the development and maintenance of the Techlink suite of services, adviser and consumer tools and all of Technical Connection's on-line solutions.

Tony regularly contributes content on tax planning development to various professional and sector publications as well as delivering presentations at financial services, tax and trust conferences for clients and professional bodies.


John Woolley

Qualifications

  • FCII - Fellow of the Chartered Insurance Institute
  • Barrister - called 1987, Grays Inn
  • FTII - Fellow of the Institute of Taxation
  • LL.B (Hons) - Law
  • TEP - Trusts and Estates Practitioner

Role

John is Joint Managing Director of Technical Connection and leads Technical Connection's technical standards policy. John regularly contributes content on tax planning to various publications as well as making guest attendances as a speaker at various financial services and tax conferences.

John represents the business on sector bodies and in the professional press.

John`s immense experience and technical knowhow have made him an invaluable source of insight and reassurance for TC's clients and a source of information and development for Technical Connection's staff and associates.


Edward S Grant, BA (Hons), FPFS, Chartered MCSI

Qualifications

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Chartered Wealth Manager
  • BA (hons) Humanities and Social Studies

Role

Chartered Financial Planner, Chartered Wealth Manager

Edward is a Director of Technical Connection and works closely with Tony Wickenden and John Woolley, predominantly on the development and implementation of all aspects of the Technical Connection proposition and strategy continuing commitment to the profession.

He is a passionate advocate of the financial planning profession and during his extensive career spanning over 30 years he has sought to support, mentor and lead the development of initiatives to build consumer confidence and trust in financial advice.

A past president of the Personal Finance Society the largest UK financial services professional body and served a full six year term on the board joining originally in 2008. He is currently a Chartered Insurance Institute (CII) Vice President and is a trustee of the CII pension scheme. Previously he also sat on the Chartered Insurance Institute's Professional Standards Board as the Financial Planning representative.

Edward has a strong interest and experience in all aspects of technical excellence, learning and accreditation. For a number of years, he has been a leader in technical sales, raising productivity and communicating detailed technical changes affecting tax and financial planning strategy to financial advisers and institutions.

Joined Technical Connection in March 2017.


Claire Trott

Qualifications

  • AFPC - Advanced Financial Planning Certificate
  • BSc(Hons) - Mathematics with Management Studies

Role

Claire has worked in the pensions arena for the whole of her career which has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Her role with Technical Connection continues to build on her ability to communicate clearly with various audiences using a wide array of media.

In addition to giving presentations to advisers and answering queries on complex pension issues, she writes regular blogs and articles and comments in the press on topical pension issues.

Joined Technical Connection in November 2016.


David Redfern

Qualifications

  • FCII - Fellow of the Chartered Insurance Institute

Role

David contributes across a range of consultancy areas with special responsibility for quality assurance on technical content. David is also an active member of our financial planners support and advisory team providing invaluable day to day case related support on "all things technical".

David has immense experience accumulated over many years in the sector. This includes the production and checking of life policy documentation against specifications, liaising with HMRC, drafting policy endorsements, advising on all aspects of the chargeable events process and everything to so with life policy and collective investment taxation. In his time he has also been a life and pensions tutor at the CII College of Insurance and has been an examiner and moderator for the CII on life subjects

Joined Technical Connection in September 1989.


Barbara Gardener

Qualifications

  • Master of Law (Warsaw University)
  • FCII - Fellow of the Chartered Insurance Institute
  • Research Diploma in Advanced Insurance Studies
  • LLB (Hons) - Law
  • TEP - Trusts and Estates Practitioner

Role

Barbara leads Technical Connection's projects and project teams on all aspects of the design and maintenance of trust and trust based strategies. Barbara has also worked extensively with clients in creating effective market focussed strategies incorporating retail financial products and trusts for life companies, fund management groups and platforms. Design and delivery of professional development programmes for advisors is another speciality.

In the past Barbara has held positions as an underwriter, head of claims and head of technical services for four life offices.

Joined Technical Connection in March 1990.


Samantha Kaye

Qualifications

  • AFPC - Advanced Financial Planning Certificate
  • BA (Hons) - Law and Sociology

Role

Samantha's deep understanding of the pensions arena enables her to work within this highly complex subject area.

Before joining Technical Connection Samantha worked at Legal and General performing various legal, technical and pensions roles. Those roles included SSAS corporate trustee, corporate development manager and technical pensions marketing.

Joined Technical Connection in June 2013.


Niki Patel

Qualifications

  • ATT - Taxation Technician
  • AFPC - Advanced Financial Planning Certificate
  • PG Dip - Post Graduate Diploma in Legal Practice
  • BA (Hons) – Law and Sociology

Role

Niki is a key member of our Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this.

Prior to joining Technical Connection, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator.

Joined Technical Connection in February 2013.


Marcia Banner

Qualifications

  • ACILEx - Associate Member of the Institute of Legal Executives
  • AFPC - Advanced Financial Planning Certificate

Role

Marcia contributes excellent  and highly practical  knowledge of trust, tax and life assurance matters, to a wide range of consultancy areas for TC.

Marcia also contributes deeply to the creation and maintenance of the Techlink Professional content on trusts and related topics and is a key member of our adviser support team.

She also has excellent presentational skills, making difficult subject matter easy to understand.

Marcia has 25 years of experience in the financial services industry, most recently holding the position of Senior Trust Manager for Scottish Widows where she was responsible for developing and maintaining the trust proposition.  Marcia was also responsible for identifying opportunities and risks emerging from new inheritance tax legislation and case law and was Scottish Widows’ expert spokesperson on trust and inheritance tax matters.


Derek Lovell

Qualifications

  • PG Dip - Post Graduate Diploma in Legal Practice
  • LLB (Hons) - Law

Role

Derek's primary responsibility is management of the design, presentation, content and structure of the Techlink suite of products. His experience in, and creative approach to, on-line technology is invaluable in our continuing development of the Technical Connection on-line service offering.

Derek is also responsible for ensuring that all aspects of development and client projects are managed and delivered in line with specified targets.

Joined Technical Connection directly from University in January 1997.


Scott Grassick

Qualifications

  • First Class BSc (Hons) Business Computing Degree
  • Diploma in Industrial Studies
  • ITIL® Foundation Certificate in IT Service Management May 2016

Role

Scott's role at Technical Connection revolves around the administration and management of Techlink Professional. Scott's background in content management both in the IT industry and at University is vital in bringing in new ideas for Techlink and Technical Connection. He will upload and distribute content produced by our consultants out to our various clients in various different formats. He will also deal with any techlink support queries from our clients and work to resolve their issues as quickly as possible.

Scott joined Technical Connection in October 2016.