Guernsey

Alison Steer

Associate Director – Employer Solutions

Alison joined JTC in 2021 as a part of the RBC cees acquisition.


Get in touch with Alison

ICS

Highlights

Alison manages a complex portfolio of international clients spanning various market sectors covering a range of pension and retirement savings products. As a relationship manager, she is responsible for making trustee decisions, developing and maintaining each client relationship and acting as the key point of contact for advisors.

Alison’s role requires a thorough understanding of company/trust structures, pension regulations both from a Guernsey and international perspective, corporate governance, the Guernsey pension environment and Guernsey trust and company Law, along with sufficient awareness of tax issues affecting corporate and personal trust arrangements.

She joined RBC cees in 2006 as an Administrator and progressed within the Trustee and Client Relationships team before joining JTC.

In their spare time

When Alison is not busy with her young daughter and friends, she is a keen runner and loves being outdoors, occasionally partaking in a spot of sea swimming.

Qualifications

  • BA (Hons)
  • Member of STEP and Retirement Provision Certificate from the Pensions Management Institute

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