Pension Onboarding Specialist

• Work closely with the transition manager to deliver successful onboarding for the life insurer and Scheme Trustees
• Take a lead role in on-boarding new schemes into the life insurer operating model making sure that:
• All scheme benefits are fully understood and specified
• Incoming data is fit for purpose for administration
• Incoming data is fit for purpose for actuarial valuation
• Parallel payroll and increase runs have been fully tested and signed off
• Complete detailed analysis to make sure data is ft for purpose and satisfies all the life insurers requirements
• Take a lead role in data reconciliation and data verification work
• Includes shadow payroll and pension increase testing
• Work closely with the outsourced administration team to make sure all onboarding requirements are met, such as:
• Calculation automation

o Website release

o All processes and documentation required

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Work closely with the internal actuaries to make sure valuation data requirements are fully understood and documented

o Resolve data issues as required to achieve this

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Prepare (and present where required) MI to the life insurers internal stakeholders and Senior Management

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Lead calls/meetings with outsourced administrator to achieve desired timeframes and outcomes

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Identify and implement improvements/efficiencies in the administration model