Natalie Morrell
About Natalie Morrell
Natalie Morrell is an Individual Pension Transfer Specialist with over 12 years of experience in the Corporate Pensions industry at Legal & General Investment Management. She manages client fund allocations and ensures proper documentation for pension investments.
Work at Legal & General
Natalie Morrell has been employed at Legal & General since 2004, serving as an Individual Pension Transfer Specialist. In this role, she manages the allocation of client funds, ensuring they are accurately receipted and applied from the company suspense account to the member's pension policy. Her responsibilities include selecting appropriate pension funds for investment and issuing the necessary documentation to clients. Her tenure at Legal & General spans 20 years, during which she has developed a strong expertise in the Corporate Pensions sector.
Education and Expertise
Natalie Morrell studied at Woodcote High School from 1988 to 1993. She has over 12 years of specialized experience in the Corporate Pensions industry, particularly with Legal & General Investment Management. Her expertise includes managing pension transfers and ensuring compliance with relevant regulations. She has honed her skills in client interactions, demonstrating exceptional telephone-based communication abilities that contribute to high standards in the field of Defined Contribution (DC) Pensions.
Background
Natalie Morrell has built a career focused on pension management and client service within the Corporate Pensions industry. Her role at Legal & General has allowed her to gain extensive knowledge in pension fund allocation and documentation processes. With a commitment to ensuring accurate financial transactions, she plays a crucial role in the management of client pensions.
Client Interaction Skills
Natalie Morrell has developed exceptional skills in telephone-based client interactions. Her focus on maintaining first-class standards in communication has been integral to her role as an Individual Pension Transfer Specialist. These skills enable her to effectively address client inquiries and ensure a smooth transfer process, contributing to overall client satisfaction in the pension management field.