Project Manager for organizing digital events at drink&paint startup aiming to become Europe's largest creative events provider. Collaborating with teams to ensure smooth event execution.
About the role
- BPA Senior Transition Manager for Annuity Client Services Team at Phoenix Group. Handling onboarding and management of BPA transactions for Trustees and clients.
Responsibilities
- Own, drive and manage the implementation of a standard, client focussed, transition journey for a varied portfolio of schemes, allowing them to incept in a controlled and efficient manner. Supporting Trustees and our outsourced partner through onboarding and onward to buy-out.
- Support complex schemes where required, including creation of presentations for Trustees and 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 analysts and senior data analysts 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 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.
- Support the development of a team of Transition managers ensuring knowledge of the Standard Life proposition is maintained and passed through to the wider team.
Requirements
- Excellent knowledge of Bulk Purchase Annuities and Defined Benefit Pensions
- Previous experience transitioning schemes through to buy-out
- Experience carrying out BPA new business pitches
- Demonstrated ability to provide actionable recommendations to stakeholders being able to tell the story in a way that is easy to understand
- The ability to interpret risks and issues in a transition journey that will impact delivery of a project plan
- Proven experience of collating and contributing necessary data and insights of the BPA transition journey to key stakeholders to support decisions for post-transaction services and distribute in a variety of formats back to key stakeholders
- Understanding of an outsourced administration model
- Exposure to external clients and stakeholders via meetings and telephone calls
- Experience of reviewing and interpreting pension benefit documentation
- Experience of working in a project or change environment
- Willingness to develop and progress in the role, highlighting and engaging with any training needs as appropriate
Benefits
- Up to £95,000 depending on experience plus bonus
- private medical cover
- 38 days annual leave
- excellent pension
- 12x salary life assurance
- career breaks
- income protection
- 3x volunteering days and much more
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