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For Companies At a Glance
- Tasks: Provide technical support and training on retirement products and legislation.
- Company: Join Canada Life, a leader in the retirement sector with a collaborative culture.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and flexible working options.
- Other info: Great opportunities for personal growth and professional development.
- Why this job: Make a real impact by shaping retirement solutions and influencing industry standards.
- Qualifications: Ideal for those with pensions, tax, or estate planning qualifications.
The predicted salary is between 55000 - 65000 £ per year.
Location: London, Watford or Bristol Office
Job Summary
- Develop and deliver technical support: responsibility for providing timely and accurate product/tax technical information and support to internal teams and change projects.
- Provide specialist training: delivery of technical training to internal stakeholders including design and preparation of key materials, presentations, etc.
- Support management of technical documentation: responsibility for maintaining key documents/forms such as Policy Provisions, Scheme Rules, Application Forms, etc; and provide technical input to marketing collateral, campaign management and online content.
- Represent Canada Life in industry/technical discussions and events: represent Canada Life at industry technical forums (e.g. Origo, Criterion, Equity Release Council, etc) and support development and creation of internal responses to proposed changes to UK Government policy and FS regulation impacting retirement product lines.
What will you be doing
- Technical support for internal teams: Act as product/tax technical lead for retirement queries to support decision-making on industry standards, product terms & conditions, product technical rules/guidelines, product technical documentation, product reviews, transaction guidelines, complex cases, GMP equalization queries, complaint handling, and tax treatment on the company, its customers and other beneficiaries covering death claims, pensions in divorce, trusts, monies in, and monies out.
- Lead review, interpretation, impact analysis and delivery of guidance with respect to changes to technical standards and/or legislation impacting retirement product lines, including HMRC Pension Newsletters, HMRC Tax Manual, and Equity Release Council Product Standards.
- Act as principal intermediary with HMRC to interpret requirements and ensure compliance with correct reporting and filing for retirement product lines including Pensions Increase Orders, GMP Increase Orders, HMRC Event Reporting for accounting for tax, and HMRC Band Reporting.
- Act as key point of contact with relevant tax authorities for tax treatment/queries in respect of income/benefit payments made to non-UK tax jurisdictions including Isle of Man, Jersey and Guernsey.
- Technical support to change projects: Act as product/tax technical lead on change projects impacting retirement product lines including product developments/changes, annual changes to escalation rates, annual changes to tax year-end processes and documentation.
- Support creation/validation of technical product requirements to deliver successful change and UAT to ensure requirements are translated correctly.
- Proactively develop and maintain productive relationships with key stakeholders to support identification and implementation of changes required to ensure technical compliance.
- Design and delivery of training to internal teams: Delivery of technical training to internal stakeholders including design and preparation of key materials, presentations, etc. Training on impact of new legislation, new technical standards, and new products/changes/process changes.
- Technical documentation: Act as technical lead in management, review and approval in Aprimo of key documents/forms such as Policy Provisions, Scheme Rules, Application Forms, etc. Provide technical input and guidance to support creation and maintenance of marketing collateral, campaign management and online content.
- Support public policy team: Collaborate with Public Policy team to support development and creation of internal responses to proposed changes to UK Government policy and FS regulation impacting retirement product lines.
What experience do you require for the position
- Excellent communication skills
- Self‑motivated, engaging, good with people, with a keen eye for detail
- Ability to communicate complex technical information in a simple and understandable way
- Ability to understand, highlight and clearly articulate the opportunities arising from complex technical and legislative changes
- Ability to disseminate information from industry groups, UK Government, UK Regulators, UK and non‑UK tax authorities, and to identify emerging opportunities
- Act as a specialist to encourage open and constructive relationships and help others develop skills to be effective
- Demonstrate the ability to coach
- Ability to write clear technical accurate reports and articles
- Ability to demonstrate in-depth understanding of the retirement product lines and provide training in support of these, and the surrounding legislative and tax framework
Qualifications
- Preferably suitable qualifications in pensions, tax or estate planning – such as PFS diploma, G60/AF3 pensions specialist qualification, or equivalent.
Benefits of working at Canada Life
- We offer a competitive salary and comprehensive rewards package including a generous pension and bonus scheme, income protection, private medical insurance and life assurance.
- We also provide a range of training, flexible working arrangements and opportunities to grow and develop.
Retirement Technical Specialist in Bristol employer: Irish Life Group Services Limited
Contact Detail:
Irish Life Group Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Technical Specialist in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events or forums. It’s all about who you know, and these connections can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge in retirement products and tax regulations. This will set you apart as a candidate who truly understands the field.
✨Tip Number 3
Prepare for interviews by brushing up on recent changes in legislation and industry standards. Being able to discuss these topics confidently will demonstrate your commitment and readiness for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Retirement Technical Specialist in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with retirement products and technical support. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant expertise!
Show Off Your Communication Skills: Since this role requires excellent communication, give examples in your application of how you've simplified complex information for others. We love seeing candidates who can break down technical jargon into easy-to-understand language!
Highlight Your Training Experience: If you’ve delivered training or created educational materials before, make sure to mention it! We’re looking for someone who can engage and educate internal teams, so share any relevant experiences that demonstrate your ability to teach.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Irish Life Group Services Limited
✨Know Your Technical Stuff
Make sure you brush up on the latest retirement product lines, tax regulations, and industry standards. Familiarise yourself with HMRC guidelines and any recent changes that could impact the role. Being able to discuss these confidently will show your expertise.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific technical queries or changes in legislation. Think of examples from your past experience where you've successfully navigated complex situations. This will demonstrate your problem-solving skills and ability to apply your knowledge.
✨Showcase Your Communication Skills
Since the role involves training and supporting internal teams, practice explaining complex concepts in simple terms. You might be asked to present a topic during the interview, so prepare a brief presentation to showcase your ability to communicate effectively.
✨Build Relationships
Highlight your experience in building productive relationships with stakeholders. Be ready to discuss how you've collaborated with others in previous roles, especially in change projects or training scenarios. This will illustrate your interpersonal skills and ability to work as part of a team.