Job Description

What will you be doing?

• Benefit calculations, either by a manual calculation, using a proforma and by using the relevant pension's administration system calculation routine
• Working through relevant checklists for each individual case and following procedures
• Understanding that appropriate authorisation is required before releasing information
• Preparing bulk mailings of annual newsletters, pension increases etc.
• Communicating with members and other third parties
• Gaining and applying knowledge of clients through day to day work, speaking with colleagues and partners and referring to the scheme's administration guide and specific notes
• Being aware of what is scheme specific and not necessarily applicable for all schemes
• Ensuring compliance with company procedures when completing cases
• Keeping up to date with changes in legislation
• Understanding preservation, statutory increases, contracting-out (including GMPs) and the current pensions tax regime
• Drafting non-standard letters where required
• Recognising non-standard cases (e.g. part-timers)
• Showing awareness of the General Data Protection Regulations and applying these at all times

Required Knowledge, Skills, and Abilities

Educated to 'A' level, degree level or equivalent Experience with administering DB (defined benefit) pension schemes Working towards/undertaking the relevant training courses and subsequent exams in order to gain the Award in Pensions Essentials (APE) and the Certificate in Pensions Calculations (CPC) Excellent organisational and attention to detail skills The ability to work on your own and also as part of a larger team A high standard of professionalism at all times Flexibility of hours worked/duties undertaken Committed and keen to learn