Jo is part of our administration team.
Jo fulfils many important tasks, which includes assessing and managing our internal finances and data records, together with other general administrative duties.
Jo has a background in accountancy, taxation, sage and payroll, so in addition to her administrative duties, she is our in house book-keeper and secretary to our board meetings.
Jo also provides support to the corporate pension team with efficient management and accuracy of member records over the joiners and leavers of group schemes.
Jo is responsible for our updates on personal taxation and contributes to our blog page.
Prior to her current role she worked in an accountancy firm for seventeen years and a company finance department for two years. It is her knowledge and experience of the accounts, taxation and payroll that helps us deliver a first class service to our private and corporate clients.
From April 2016 HMRC is introducing a tax free personal savings allowance of £1,000 (£500 for higher rate tax payers) for savings income or interest.