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location pinLondon

Zoe Morgan

SIPP Administrator

experience

As SIPP Administrator, I am responsible for the day-to-day running of the SIPP. This covers a wide range of responsibilities at a member level including issuing client documentation such as annual statements, forms, and LTA confirmations. I run payrolls twice monthly plus ad-hoc and other payments including Tax-Free Cash. I complete and submit our regulatory reports to the FCA, HMRC and Pensions Regulator.

I have worked within finance for 13 years, 12 of those within the pension industry, covering Stakeholder and SIPP schemes and have played an active role in migrating to new systems. In this time, I have completed the Chartered Institute of Securities and Investments – Investment Operations Certificate and am now an Associate member.

personal interests

Outside of work I enjoy travelling with my family and friends, hopping on a plane abroad (preferably where the sun shines) and camping throughout the UK. Come springtime, I have a love of all things gardening and growing. I am committed in everything I do which is shown both professionally and personally.