Peter Bond

Peter plays a leading role in transferring client’s pensions overseas to qualifying schemes. He does this by communicating with SIPP providers and our staff in Australia to ensure that transfer strategies are carried out correctly, and that client’s funds arrive in their destination country as quickly and seamlessly as possible. As a paraplanner, he works directly with our advisers to understand client’s objectives, and then gathers the necessary information to complete reports and tailor recommendations to their needs.

Before joining bdhSterling, Peter worked at the Financial Ombudsman Service where he adjudicated disputes between consumers and their providers. Prior to this, he spent five years working in compliance for Lloyds Banking Group, ensuring staff were following process and group standards were being met.