Natalie Casement
Accounting Technician
Dean joined Boal & Co in 2019 bringing offshore financial sector experience.
Dean works in the bespoke pensions team which provides trustee and administration services to clients requiring individually tailored pension schemes. He has a portfolio of clients with bespoke self-invested personal pensions (SIPP) and small self-administered schemes (SSAS).
His role involves working closely with clients and their advisers to understand their specific requirements. He prepares documentation to set up bespoke schemes and provides ongoing administration services such as approving and processing withdrawals, transfers, death claims, investments and contribution payments. Dean also facilitates annual Trustee meetings with scheme members to ensure their pension continues to meet their needs.
With more than 11 years’ experience in offshore financial services, Dean previously worked in life assurance and banking before joining Boal.
