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 focused 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.
"My first task of the day is to read the news updates on Techlink... and I remain firmly convinced that no professional in the financial planning profession and the industry that support us, can operate without having daily access to Techlink."
David Owen, The Openwork Partnership
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Carla Brown, Oakmere Wealth Management Ltd