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R8_altTextRobert Briggs - Actuary

About Pension Triage Ltd

 

Robert Briggs is a qualified Actuary with extensive expertise in Defined Benefit Pension Transfers. Having worked on the industry wide pension review exercise from the mid-1990s to the early 2000s he has in-depth knowledge of what makes a pension transfer financially viable.

In addition to the experience gained in the pension review, Robert Briggs has also worked as a consultant for several major life offices, actuarial consultancies and scheme administrators.

More recently Robert was co-founder of Briggs Murray Actuarial, a company that specialises in providing Transfer Value Analysis and Transfer Value Comparator reports for over 100 IFA practices.

He also co-founded Briggs Murray Wealth which provided DB Pension transfer advice on behalf of IFAs who did not have permissions to provide transfer advice.

As anybody reading this will know, there have been huge increases in Profession Indemnity Insurance costs for firms working in the DB Transfer field and due to the massive increase in these costs, we reluctantly concluded that the company was no longer financially viable and was therefore wound up.

 

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Robert Briggs - Actuary to Pension Triage Ltd

 

Our experience of running a small IFA practice that was subject to the “FCA Experience” has given us a thorough understanding of what life is like for an IFA that is being pursued with unfounded claims in respect of DB pension transfer advice and we are 100% behind proving that your advice was financially sound.

Services

Qualifications 

 

  • Associate of the Institute of Actuaries
  • Diploma in Regulated Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate

 

  • Certificate in Pension Transfer Advice
  • Certificate in Life & Pensions
  • Certificate in Equity Release
  • Certificate in Mortgage Advice