Zoe started her career 23 years ago with insurance company; National Mutual, where she gained an introduction into the world of SSAS legislation and structure through the firms Pensioneer Trustee operation; NAMULUS.
Zoe joined the Vintage Group in 2002, developing her knowledge and experience in various different areas of financial services, but always with a bias towards pensions. Zoe is Diploma level qualified and holds the G60 certificate in pension transfers.
Over the years, Zoe has gained experience in all areas of SSAS administration, ranging from dealing with annual scheme returns, reconciling SSAS bank accounts, helping with the repayment of loanbacks, overseeing property purchases, liaising with accountants and investment partners and administering SSAS member retirements.
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