Pensions Associate

MAIN PURPOSE OF THE ROLE

To contribute to the goals of the department primarily through the processing of casework in an accurate and

timely manner.

KEY RESPONSIBILITIES

Provide a service that is considered to be "First Class" by clients and in accordance with agreed measures and

timescales.

Process all aspects of membership administration.

Knowledge of policies and process of ISO 27001 and where they can be accessed and followed

Produce accurate written correspondence to deadlines.

Respond to members' telephone queries either in writing or verbally.

Provide members with quotations as requested, accurately and to agreed deadlines.

Set up and process forthcoming retirements for payroll purposes.

Understand the principles behind commutation factors and calculations.

Understand the context and acknowledge of Guaranteed Minimum Pension (GMP) from first principles; also

have an awareness of a Contracted Out scheme.

Undertake periodical and ad hoc administrative tasks as required.

PROFESSIONAL QUALITIES

Essential

Computer literate. Experienced in the use of MS Office.

DB/DC experience.

Ability to complete manual calculations accurately.

Strong team player.

Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.

Desirable

PMI Qualified (or studying).

Experience of managing projects.

Prior use of the IntelliPen administration system.

PERSONAL QUALITIES

Well organised, with ability to deal with multiple priorities at the same time and a flexible attitude to

accommodate change.

Excellent verbal and written communication skill

REPORTING LINE

Lead Pensions Associate