Pensions Associate

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
• 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 oc administrative tasks as required.

PROFESSIONAL QUALITIES

• Computer literate. Experienced in the use of MS Office.
• Ability to complete manual calculations accurately.
• Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.
• 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