Rob Smith

Corporate Benefits Consultant – Team Manager


Rob has over 20 years’ experience in financial services. He advises corporate clients on pension governance, provides pension guidance and clarification to employees, and manages insured employee benefits for clients of every size.

Professional Qualifications

Chartered Insurance Institute
•    Diploma in Regulated Financial Planning
•    Diploma in Financial Planning
•    Award in Pensions Update
•    Certificate in Financial Serves (General Route)
•    Certificate in Pension Transfer Advice
•    Award in Financial Administration (Pensions)
•    Certificate In Life & Pensions
•    Certificate in General Insurance

Pensions Management Institute
•    Diploma in Pension Calculations
•    Retirement Provision Certificate

BA (Hons) German Studies, University of Portsmouth 


Rob is married and lives in Derbyshire. In his spare time he’s a keen walker who also enjoys skiing, travel and volunteering in his local community.