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senior defined benefit pensions specialist
Senior Pension Administrator
Aptia Group
Senior Pension AdministratorApplylocations: GB Glasgowtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR105171 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements The Role Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis from our office in Glasgow. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
26/07/2026
Full time
Senior Pension AdministratorApplylocations: GB Glasgowtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR105171 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements The Role Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis from our office in Glasgow. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
Senior Claims and Resolution Specialist
Aptia UK Limited
About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced pensions professional with a strong background in complaints, claims, Errors & Omissions (E&O), and dispute resolution? Aptia is seeking a Senior Claims and Resolution Specialist to join the team and provide expert oversight, technical guidance and governance across complex pension complaints and E&O cases. This is a good opportunity for a technically strong pensions professional who enjoys investigating challenging cases, influencing stakeholders, and driving fair, compliant outcomes for members and clients. In this role, you will act as a subject matter expert for complex pension complaints and E&O matters across Defined Benefit (DB), Defined Contribution (DC) and hybrid pension arrangements. This is a hybrid role and can be aligned with any Aptia UK office. Key responsibilities include: Providing technical oversight and guidance on complex complaints and E&O cases from initial triage through to resolution. Managing a portfolio of high-profile and complex claims while maintaining accountability for outcomes. Assessing risks, liabilities and compensation approaches, including financial loss, investment loss, distress and inconvenience, tax implications and interest calculations. Partnering with administration teams, trustees, Client Directors, risk teams and legal advisers to develop and implement resolution strategies. Reviewing and approving communications to members, clients and external bodies, including the Pensions Ombudsman. Conducting root cause analysis and identifying opportunities to strengthen controls, reduce risk and improve customer outcomes. Producing management information and insight on case volumes, trends and risk exposure. Ensuring all activities comply with pensions legislation, regulatory requirements and internal governance frameworks. If this sounds like your ideal next step, here is what we're looking for: Significant experience managing complex complaints, claims or E&O cases within a UK pensions administration environment. Strong technical knowledge of Defined Benefit and Defined Contribution pension schemes. Experience handling cases involving transfers, retirements, bereavements, GMP, rectification projects, AVCs and pension payroll matters. A detailed understanding of UK pensions legislation, regulatory requirements and pension administration best practice. Knowledge of Pensions Ombudsman processes, Internal Dispute Resolution Procedures (IDRP) and redress methodologies. Experience assessing financial compensation and liability considerations. Excellent investigation, analytical and problem-solving skills. Strong stakeholder management and communication skills, with the ability to explain complex issues clearly and confidently. Desirable qualifications: PMI Certificate, Diploma or Advanced Diploma. APMI qualification or working towards APMI. Legal, compliance, risk or fraud investigation qualifications. Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us. Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.
26/07/2026
Full time
About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced pensions professional with a strong background in complaints, claims, Errors & Omissions (E&O), and dispute resolution? Aptia is seeking a Senior Claims and Resolution Specialist to join the team and provide expert oversight, technical guidance and governance across complex pension complaints and E&O cases. This is a good opportunity for a technically strong pensions professional who enjoys investigating challenging cases, influencing stakeholders, and driving fair, compliant outcomes for members and clients. In this role, you will act as a subject matter expert for complex pension complaints and E&O matters across Defined Benefit (DB), Defined Contribution (DC) and hybrid pension arrangements. This is a hybrid role and can be aligned with any Aptia UK office. Key responsibilities include: Providing technical oversight and guidance on complex complaints and E&O cases from initial triage through to resolution. Managing a portfolio of high-profile and complex claims while maintaining accountability for outcomes. Assessing risks, liabilities and compensation approaches, including financial loss, investment loss, distress and inconvenience, tax implications and interest calculations. Partnering with administration teams, trustees, Client Directors, risk teams and legal advisers to develop and implement resolution strategies. Reviewing and approving communications to members, clients and external bodies, including the Pensions Ombudsman. Conducting root cause analysis and identifying opportunities to strengthen controls, reduce risk and improve customer outcomes. Producing management information and insight on case volumes, trends and risk exposure. Ensuring all activities comply with pensions legislation, regulatory requirements and internal governance frameworks. If this sounds like your ideal next step, here is what we're looking for: Significant experience managing complex complaints, claims or E&O cases within a UK pensions administration environment. Strong technical knowledge of Defined Benefit and Defined Contribution pension schemes. Experience handling cases involving transfers, retirements, bereavements, GMP, rectification projects, AVCs and pension payroll matters. A detailed understanding of UK pensions legislation, regulatory requirements and pension administration best practice. Knowledge of Pensions Ombudsman processes, Internal Dispute Resolution Procedures (IDRP) and redress methodologies. Experience assessing financial compensation and liability considerations. Excellent investigation, analytical and problem-solving skills. Strong stakeholder management and communication skills, with the ability to explain complex issues clearly and confidently. Desirable qualifications: PMI Certificate, Diploma or Advanced Diploma. APMI qualification or working towards APMI. Legal, compliance, risk or fraud investigation qualifications. Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us. Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.
Senior Pension Administrator
Aptia Group
Senior Pension AdministratorApplylocations: UK Leatherhead: UK Edinburgh: UK Glasgow: UK Exeter: UK Londontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104496 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements The Role Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role is a hybrid position where you will work from any Aptia office as well as from your home address. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
26/07/2026
Full time
Senior Pension AdministratorApplylocations: UK Leatherhead: UK Edinburgh: UK Glasgow: UK Exeter: UK Londontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104496 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements The Role Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role is a hybrid position where you will work from any Aptia office as well as from your home address. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
Senior Pension Administrator
Aptia Group Chichester, Sussex
Senior Pension AdministratorApplylocations: UK Chichestertime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104473 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role is hybrid aligned to our offices in Chichester, but may be some flexibility on location. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable.If you are interested in this role and then we'd love to hear from you. Please go ahead and click apply and to submit your CV. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
26/07/2026
Full time
Senior Pension AdministratorApplylocations: UK Chichestertime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104473 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role is hybrid aligned to our offices in Chichester, but may be some flexibility on location. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable.If you are interested in this role and then we'd love to hear from you. Please go ahead and click apply and to submit your CV. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
Senior Pension Administrator
Aptia Group Manchester, Lancashire
Senior Pension AdministratorApplylocations: GB Manchester Freetradetime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR105119 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis aligned to any Aptia UK office. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
20/07/2026
Full time
Senior Pension AdministratorApplylocations: GB Manchester Freetradetime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR105119 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis aligned to any Aptia UK office. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
Senior Pensions Administrator
Advantage Resourcing UK Ltd
Senior Data and Pension Projects Specialist Certain Advantage is hiring for a Senior Data & Pensions Projects Specialist based in London. This role is on an initial 2-year contract basis and is hybrid, with a requirement to be onsite 3 days per week. The Role This role is for a dynamic Senior Data & Pensions Projects Specialist-someone ambitious and ready to make an impact. You'll play a key role in delivering complex pension projects, managing critical stakeholder relationships, and ensuring the integrity of pension administration data across multiple schemes. You will be responsible for: Supporting the oversight and strategic development of the pension administration system (Compendia). Managing relationships with third-party system providers, and Information Risk Management teams. Delivering pension system enhancements, upgrades, and business critical projects. Producing and validating data extracts for actuarial valuations, benefit statements, and regulatory requirements. Ensuring compliance with pension legislation and reportable event requirements. Leading cross functional projects including pension dashboard delivery and system transformation initiatives. Providing coaching, support, and pension specific training to colleagues across the wider Data, Projects and Systems team. Driving continuous improvement and maintaining high standards of data quality and governance. The Individual Extensive pensions operations experience within an in house or third party administration environment. Strong knowledge of UK defined benefit pension schemes. Deep understanding of UK pensions legislation and regulatory requirements. Experience working with pension administration systems, ideally Compendia. Proven experience handling large volumes of sensitive pensions data. Pension qualifications such as PMI, CPC, or equivalent. Strong stakeholder management and supplier relationship skills. Excellent analytical and problem solving capabilities. The ability to balance detailed technical work with broader strategic objectives. Leadership, coaching, and influencing skills. A proactive, self starting approach and strong team ethic. Occasional travel to Krakow will be required (typically once per year).
20/07/2026
Full time
Senior Data and Pension Projects Specialist Certain Advantage is hiring for a Senior Data & Pensions Projects Specialist based in London. This role is on an initial 2-year contract basis and is hybrid, with a requirement to be onsite 3 days per week. The Role This role is for a dynamic Senior Data & Pensions Projects Specialist-someone ambitious and ready to make an impact. You'll play a key role in delivering complex pension projects, managing critical stakeholder relationships, and ensuring the integrity of pension administration data across multiple schemes. You will be responsible for: Supporting the oversight and strategic development of the pension administration system (Compendia). Managing relationships with third-party system providers, and Information Risk Management teams. Delivering pension system enhancements, upgrades, and business critical projects. Producing and validating data extracts for actuarial valuations, benefit statements, and regulatory requirements. Ensuring compliance with pension legislation and reportable event requirements. Leading cross functional projects including pension dashboard delivery and system transformation initiatives. Providing coaching, support, and pension specific training to colleagues across the wider Data, Projects and Systems team. Driving continuous improvement and maintaining high standards of data quality and governance. The Individual Extensive pensions operations experience within an in house or third party administration environment. Strong knowledge of UK defined benefit pension schemes. Deep understanding of UK pensions legislation and regulatory requirements. Experience working with pension administration systems, ideally Compendia. Proven experience handling large volumes of sensitive pensions data. Pension qualifications such as PMI, CPC, or equivalent. Strong stakeholder management and supplier relationship skills. Excellent analytical and problem solving capabilities. The ability to balance detailed technical work with broader strategic objectives. Leadership, coaching, and influencing skills. A proactive, self starting approach and strong team ethic. Occasional travel to Krakow will be required (typically once per year).
Senior Pension Administrator
Aptia Group Leatherhead, Surrey
Senior Pension AdministratorApplylocations: UK Leatherheadtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104565 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis from our office in Leatherhead. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
16/07/2026
Full time
Senior Pension AdministratorApplylocations: UK Leatherheadtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104565 About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Job requirements Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members.You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement. This role will work on a hybrid basis from our office in Leatherhead. What you'll be doing: Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules. Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events. Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work. Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales. Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget. Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed. Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications. What we're looking for Experience liaising with clients and trustees. Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues. In-depth knowledge of UK pensions legislation. Good communication skills, both written and verbal. Strong analytical and problem-solving skills. Able to analyse and improve processes. Relevant professional qualification (e.g. PMI) - desirable. How to apply If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
Eden Scott
Senior Defined Benefit Pensions Specialist
Eden Scott Edinburgh, Midlothian
Eden Scott is seeking a Senior defined benefit pensions professional in Edinburgh, Scotland. The successful candidate will manage DB and some DC schemes within a close-knit team, ensuring quality and training at a senior level. Applicants should have previous technical defined benefit experience, with client management skills being beneficial. The role offers an excellent salary and benefits package, as well as opportunities for career development.
07/07/2026
Full time
Eden Scott is seeking a Senior defined benefit pensions professional in Edinburgh, Scotland. The successful candidate will manage DB and some DC schemes within a close-knit team, ensuring quality and training at a senior level. Applicants should have previous technical defined benefit experience, with client management skills being beneficial. The role offers an excellent salary and benefits package, as well as opportunities for career development.
Phoenix Group
Senior BPA Transition Manager London, England, United Kingdom (Hybrid) Posted on 06/26/2026 Be ...
Phoenix Group
We're looking for a Senior BPA Transition Manager to join our Data / Transitions & Onboarding team. If you're looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you'll thrive here. Job Type: Permanent Location: This role will be based in our London office with time spent working from home and from the office. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process. Flexible working: All roles are open to part time, job share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here. Salary and benefits: Up to £90k depending on experience plus bonus private medical cover, 38 days annual leave, excellent pension, 12 salary life assurance, career breaks, income protection, 3 volunteering days and much more. Who are we? We're Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day. The role We're currently recruiting for a BPA Senior Transition Manager to join our Annuity Client Services Team. The role will effectively support the safe onboarding of new BPA transactions, while ensuring that existing BPA business is operated efficiently and in line with contractual obligations. You would be the main point of contact for our BPA Trustee clients and their advisors/administrators, owning and driving project plans forward. You'll also be required to take a hands on approach to managing the implementation journey for a varied portfolio of schemes all the way through to buy out. The ideal candidate will also have excellent interpersonal skills with the ability to engage with and influence a variety of stakeholders across the business and externally. The role would fit somebody looking for a challenge and an opportunity to develop a team, themselves and their career. Key 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. Work 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. What are we looking for? Strong technical knowledge of Bulk Purchase Annuities and Defined Benefit pensions, including experience supporting schemes through transition to buy out Demonstrable experience in BPA transition activity, including new business pitches, interpreting pension benefit data/documentation, and contributing to transition delivery Proven ability to analyse risk and issues across the transition journey, providing clear, actionable recommendations aligned to project delivery plans Experience producing and presenting data driven insights to stakeholders, translating complex information into clear, engaging outputs to support decision making Track record of working in a project or change environment, collaborating with internal/external stakeholders and operating within outsourced administration models Strong stakeholder engagement exposure, including working with clients, trustees and third parties, alongside a proactive approach to development and continuous learning We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we've advertised and you believe that you can bring value to the role, we'd love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. Locations 20 Old Bailey, London, EC4M 7AN, GB (Hybrid)
30/06/2026
Full time
We're looking for a Senior BPA Transition Manager to join our Data / Transitions & Onboarding team. If you're looking for a new challenge with an organisation committed to putting customers first, aiming high and working together, you'll thrive here. Job Type: Permanent Location: This role will be based in our London office with time spent working from home and from the office. We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process. Flexible working: All roles are open to part time, job share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here. Salary and benefits: Up to £90k depending on experience plus bonus private medical cover, 38 days annual leave, excellent pension, 12 salary life assurance, career breaks, income protection, 3 volunteering days and much more. Who are we? We're Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone's journey to and through retirement can be better, and for more than 200 years, we've been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day. The role We're currently recruiting for a BPA Senior Transition Manager to join our Annuity Client Services Team. The role will effectively support the safe onboarding of new BPA transactions, while ensuring that existing BPA business is operated efficiently and in line with contractual obligations. You would be the main point of contact for our BPA Trustee clients and their advisors/administrators, owning and driving project plans forward. You'll also be required to take a hands on approach to managing the implementation journey for a varied portfolio of schemes all the way through to buy out. The ideal candidate will also have excellent interpersonal skills with the ability to engage with and influence a variety of stakeholders across the business and externally. The role would fit somebody looking for a challenge and an opportunity to develop a team, themselves and their career. Key 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. Work 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. What are we looking for? Strong technical knowledge of Bulk Purchase Annuities and Defined Benefit pensions, including experience supporting schemes through transition to buy out Demonstrable experience in BPA transition activity, including new business pitches, interpreting pension benefit data/documentation, and contributing to transition delivery Proven ability to analyse risk and issues across the transition journey, providing clear, actionable recommendations aligned to project delivery plans Experience producing and presenting data driven insights to stakeholders, translating complex information into clear, engaging outputs to support decision making Track record of working in a project or change environment, collaborating with internal/external stakeholders and operating within outsourced administration models Strong stakeholder engagement exposure, including working with clients, trustees and third parties, alongside a proactive approach to development and continuous learning We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we've advertised and you believe that you can bring value to the role, we'd love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. Locations 20 Old Bailey, London, EC4M 7AN, GB (Hybrid)

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