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Kathryn Rees

Pension Transfers Team Leader at True Potential

Kathryn Rees is an experienced professional currently serving as the Transfers Team Leader at True Potential LLP since January 2020, where responsibilities include managing the Transfers Processing Team, ensuring adherence to processing SLAs, conducting quality control checks, and handling internal incidents and complaints. Prior to this role, Kathryn held various positions at Echo-U Ltd from April 2015 to July 2019, including Transfers Administrator and Trainer, where expertise in training new employees and managing a team of customer service advisors was developed. Earlier career experience includes roles at Lucy Blaylock Catering as a Catering Assistant, Marks and Spencer as a Customer Assistant, and Education Nationale as a Language Assistant. Kathryn holds a degree in French and European Studies from Lancaster University, completed in 2009, alongside A Levels obtained at Ponteland Community High School.

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Newcastle upon Tyne, United Kingdom

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True Potential

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True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: Goal-based technology enabling custom investment plan creation; Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)


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1,001-5,000

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