Phil Harwood
Pensions and employee benefits
Areas of expertise
Phil is a workplace pension and employee communications specialist, including: defined benefit professional trusteeship, defined benefit and defined contribution occupational pension scheme consultancy and governance, pension auto-enrolment, salary sacrifice/exchange, group personal pension consultancy and governance, and employee communications.
Experience
Phil has over 20 years experience of providing pension consultancy services to employers and employees.
Notable client work and achievements
Phil has provided consultancy and governance for defined benefit pension schemes, including several long-standing consultancy appointments spanning decades. He has researched and reported on the pension market and made recommendations to an independent trustee working on behalf of The Pensions Regulator to establish a scheme for more than 6,000 people who have funds retrieved after falling victim to pension scams. Phil has supported clients with ongoing governance for employers in respect of their workplace pension scheme, including several long-standing relationships spanning decades. Phil has managed multiple employee benefit education sessions, both onsite and online and introduced salary sacrifice/exchange for employers with complex structures.
Professional qualifications and memberships
- Chartered Insurance Institute (CII) – Diploma in Financial Planning
- Advanced Diploma – Pension Planning