Step-by-Step Auto Enrolment Ltd, was the first in the UK to receive accreditation from the Pensions Management Institute for our one day workshop.
All our trainers are from a professional background in financial services, accountancy or HR. They have all been awarded or are working towards the Pensions Management Institute Certificate in Pensions Automatic Enrolment.
Graham is a Chartered Management Accountant with over 25 years of senior experience in financial and management accounting.
He is used to public speaking and presenting figures in ways that his audience can understand and appreciate as this is the way that Graham best learns.
Graham has recently passed his Certificate in Pensions Automatic Enrolment by the Pensions Management Institute.
Sarah Loates is a Chartered HR professional with nearly 20 years’ HR experience, ranging from owner-managed businesses to international blue chip organisations.
She has completed the Certificate in Pensions Automatic Enrolment by the Pensions Management Institute.
Sarah also lectures on CIPD accredited Human Resources Management programmes and in Higher Education on HR undergraduate programmes.
Martin has spent over 25 years working in the Financial Services industry and provides support and consultancy services to financial services businesses and has written numerous articles for industry publications.
He has has achieved some of the highest industry qualifications and is currently working towards his Certificate in Pensions Automatic Enrolment by the Pensions Management Institute. .
Jackie Fancourt Dip PFS
Founder of Step by Step Auto Enrolment Ltd, Jackie has been helping companies with their pension schemes for over 15 years. She began advising, speaking and training on Auto Enrolment and Workplace Pensions in 2009.
Jackie's achievements include:
Selected as a ‘pensions expert’ panelist for The Guardian’s live Q&A on pension auto enrolment
Shortlisted for 2013 and 2014 Unbiased.co.uk Media Adviser Awards 2013 - Pensions IFA of the year
Recognised as an expert on workplace pensions and auto enrolment legislation by the pension technical team of a national IFA compliance support company, gaining contracts to provide 1-2-1 training to Independent Financial Advisers.
Presenter of seminars in the East and West Midlands, previously in association with Business Link, and currently in association with the National Employment Savings Trust (NEST), Chartered Institute of Management Accountants (CIMA), Business Peak District, Derbyshire Dales County Council and from 2013 with the Association Accounting Technicians (AAT) and The Pension Regulator.