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Technical Team

Beverley Davies

Technical Officer



I joined Merchant Investors in June 2006 having previously worked for AXA. I have a wealth of experience having worked in various pensions technical roles for more than 20 years.

Unsurprisingly my existing qualifications centre on pensions, including the CII’s AF3 on pensions planning. Moving forward I am enrolled for the new Pensions Update Programme (RO8), which primarily covers the April 2015 pension flexibility changes.

Outside of work I am a shopaholic (The Imelda Marcos of the Pensions World!) Besides all the shopping I enjoy good food, both at home and eating out and watch copious amounts of sport; but I’m no couch potato.




Beverley Davies

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.