Pam Byram

Senior Business Quality Assessor @Progeny

Huddersfield, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jun 2024 — Present

Senior Business Quality Assessor @Progeny

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Leeds, GB

SKILLS

InsuranceBankingSavingsRisk ManagementQuality AssuranceFinancial ServicesProtectionFinancial PlanningMortgage LendingCritical IllnessAnti Money LaunderingComplaint ManagementPensionsG60 Pension SpecialistFsaPension FundsRetirementStrategic Financial PlanningInvestmentsWealth ManagementAmlTcfInvestment AdvisoryRegulationsRetirement PlanningFinancial AdvisoryKycInheritance Tax PlanningWealthFinancial RiskAsset ManagementIncome ProtectionDefined Benefit

ABOUT PAM BYRAM

Chartered Financial Planner, Fellow of CIIHighly motivated individual with over 30 years experience within Financial services of which 16 were as an IFA. This background allows me to ensure quality compliance is adhered to.Specialism pension transfers from DB, DC, SSAS, EPP etc. Past business reviews on Pensions, IHT/Bond transfers,Past business review for general insuranceTrainingComplaints handlingS166 Reviews Specialties: Pensions, Investments, holistic financial planning, ICOBS, MCOBSReviews in pension switches, investments, protection, IHT planning, annuities. Provide constructive feedback to advisers and QA to assessors to help build rapportQualifications:Full FPC(Taxation & Trusts) G10(Pensions) G60, K10, K20, CF9, FA1,RO4, CF4, JO4, JO5,RO2, AF7(Investments) RO2, SV1 (Equity Release) ER1(Mortgage) MAQ AF5

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