duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT's and Retirement Service Level Agreements (SLA). Remain abreast of pension and trust regulations Appropriately store/input Salesforce. A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements requirements. Experience of administrating pension and trust schemes. An ability to read/research governance implementing solutions. Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit
preferably in a similar role
Strong knowledge of pension fund legislation, particularly Section 13A, regulations
collaboration, motivating the team A good knowledge of pension fund legislation Qualification: Undergraduate degree
collaboration, motivating the team A good knowledge of pension fund legislation Qualification: Undergraduate degree
preferably in a similar role Strong knowledge of pension fund legislation, particularly Section 13A, regulations
preferably in a similar role Strong knowledge of pension fund legislation, particularly Section 13A, regulations
errors (including new client business submissions, pension investment transfers and monthly fund switches)
errors (including new client business submissions, pension investment transfers and monthly fund switches)