JACQUI GEORGE
Phone: +350 200 42207
Email: jacquigeorge@efpg.net
Pensions Administrator
Assistant Compliance Officer
Personal Assistant to Anthony Drew
Expertise & Responsibilities
Jacqui has been involved in the financial services industry since 1995. Jacqui is a key member of EFPG’s pensions team and has vast experience of pensions administration. Having developed good working relationships with the main pensions providers and the Gibraltar Tax Office, Jacqui is able to deal professionally and efficiently with the volumes of paperwork required in this very technical area of financial planning.
Unusually for an administrator, Jacqui holds the full Financial Planning Certificate and is authorised to advise clients. This is particularly useful when she is dealing with complex pension matters and in her role as Assistant Compliance Officer.
What Jacqui says
‘Advising on and arranging pensions is an important and the most rapidly growing part of our business. As the process of establishing a pension scheme requires the creation of a trust structure and the approval of the Gibraltar Commissioner of Income Tax, the paperwork has to be 100% correct at all times. This is where my experience comes to the fore, I feel.
Memberships
Chartered Institute of Insurers
Little known facts about Jacqui
Jacqui is a big fan of heavy metal music, an ex-biker and is involved in martial arts. Jacqui is also very proud of the fact that she is half English and half Irish.