Hybrid BPA Transition Manager, RS&AM

at Phoenix Group

• Job title: BPA Transition Manager, RS&AM
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: £45,200 per year
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, London, United Kingdom

About the role

• BPA Transition Manager role at Phoenix Group focusing on client transitions, onboarding, and relationship management within Client Services team.

Responsibilities

• Drive and manage the implementation of a standard, client focussed, transition journey for a varied portfolio of schemes, supporting Trustees and our outsourced partner through onboarding and onward to buy-out.
• Attendance at meetings with clients to provide an overview of the proposition and services offered by the team.
• Provide ongoing real-time support to Trustees, administrators and other third parties as required.
• Develop a thorough understanding of the benefits and data for each scheme within your portfolio, allowing you to act as the first point of contact for all external communication.
• Develop, own and drive a project plan with each Scheme to proactively manage them through the transition process and onward to buyout.
• Working closely with the Client Services Data team to ensure that all data cleanse activity is completed in line with agreed project plans.
• Proactively identify emerging issues, liaising with external administrators and Phoenix’s outsourced administrator to rectify.
• Build and maintain relationships with internal stakeholders, Phoenix’s outsourced administrator, scheme administrators and Trustees, providing ongoing support throughout the transition journey.
• Produce detailed and accurate management information to support the effective oversight.
• Support the preparation of contractual documents and individual pension policy documents at buy-out.
• Ensure that all contractual obligations are completed on time, and to a high standard before the buy-out occurs.

Requirements

• Excellent knowledge of Bulk Purchase Annuities and Defined Benefit Pensions
• Proven experience of reviewing and interpreting pension benefit documentation, including benefit specifications
• Understanding of an outsourced administration model
• Experience of working in a project or change environment
• Demonstrated experience of managing external relationships
• Excellent knowledge of Microsoft Office applications, in particular Excel
• Proven experience working to defined and tight timescales
• Experience transitioning BPA arrangements to buy-in and/or buy-out (desirable)
• Project management and/or PMI qualifications are desirable but not essential

Benefits

• private medical cover
• 38 days annual leave
• excellent pension
• 12x salary life assurance
• career breaks
• income protection
• 3x volunteering days