I have been in the Pensions industry since I joined Norwich Union in 1977, as a pensions Clerk and I worked my way up to Customer Support Manager before moving into the sales side of the business in 1989 as a Pensions Consultant I finally left the company in 2003 having by then been a Pensions Development Manager for 6 years.
My specialist areas are:
* Reviewing Personal Pension Plans by testing them for competitive charges, superior investment performance and ensuring that the investment mix matches clients attitude to risk.
* Providing advice with regard to maturing policies and matching benefits to needs at retirement and beyond
* Providing a forecast of potential future benefits from existing pension provision including State Pensions and assessing any need for additional investment to meet needs in retirement and beyond.
* I also provide background sales and administration support for the Director with reports and investment profiling for high networth clients.
My interests are Sailing, my husband and I have a yacht in Turkey and have sailed around Thailand, The Caribbean, The Seychelles, Majorca, and Croatia. I also enjoy caring for my family – my mother is 80 and my nieces are 7 and 3 and I have a nephew aged 4.
email: helen.prince@routenchaplin.co.uk








