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.