Senior BPA Transition Manager

Responsibilities

• Own, drive and manage the implementation of a standard, client focussed, transition journey for a varied portfolio of schemes.
• Support complex schemes where required.
• 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.
• Develop, own and drive a project plan with each Scheme to proactively manage them through the transition process and onward to buyout.
• 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.
• 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.

Requirements

• Strong technical knowledge of Bulk Purchase Annuities and Defined Benefit pensions.
• Demonstrable experience in BPA transition activity.
• Proven ability to analyse risk and issues across the transition journey.
• Experience producing and presenting data-driven insights to stakeholders.
• Track record of working in a project or change environment.
• Strong stakeholder engagement exposure.