Zoe Morgan

experience

As SIPP Administrator within Whitefoord 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.