Karen Bowman- Research Consultant 

Background: 

Over 20 years Financial Service experience. 15 years working as an IFA Account Manager & Technical Presenter. Built the regulation procedures for a Building Society IFA.

Qualified as a Chartered Insurer and holder of the Advanced Financial Planning certificate including Pensions G60. Also CeMAP and lifetime mortgages qualified.

Specialities: 

In depth technical and sales knowledge of the Pensions industry, particularly, At Retirement and Group. Design and delivery of technical training and reports in these areas.