Location: Can be located in the Bristol, Watford or London office.
Job Purpose
The role holder will support a pipeline of schemes transitioning to Buy-Out. This includes engagement with potential prospects via Employee Benefits Consultants, supporting Transition Consultants transferring the portfolio to Canada Life, and migrating the data to our systems. They will have relationships with external parties across the industry to help transition the scheme and maintain existing relationships. Utilising those relationships to seek market feedback and provide recommendations on how to evolve our processes to improve outcomes for our members.
Key Accountabilities
- Support a portfolio of pension risk transfer transactions transitioning from an initial engagement to onboarding. Work with a team of Transition Consultants and a contact for the Employee Benefits Consultants/Trustees throughout the end‑to‑end process, managing the scheme through the full life cycle.
- Facilitate the creation of high‑quality business documents to achieve or exceed agreed standards within SLAs and corporate client expectations, using knowledge of Bulk Annuities.
- Collaborate with Pricing, Legal, Finance, and Operational teams to ensure contracts are correctly administered, benefits understood, and systems onboarded, meeting operational and legal requirements.
- Support project management of the portfolio transition, working closely with Operational teams to transfer work.
- Establish, develop, and maintain strong relationships with Employee Benefit Consultants during the schemes transition to Buy-Out, including regular calls and face‑to‑face meetings with Trustees and Corporate Clients.
- Proactively enhance processes and support scheme administration during transition, reviewing benefit specifications and reconciling payroll to meet contractual obligations.
- Ensure the business is managed end‑to‑end to exceed SLAs and client expectations, building relationships across internal departments (Marketing, Sales Support, Compliance, Pricing, Aptia, Operations).
- Serve as customer‑facing representative in face‑to‑face meetings with internal and external stakeholders, including senior leadership, preparing content and presenting at Trustee meetings.
- Seek market feedback on propositions and processes, assess changes, and communicate recommendations to senior leadership to enhance our offerings in the de‑risking marketplace.
Desired Knowledge / Experience / Skills
- Demonstrates commitment to self‑development.
- PC literate.
- Ability to build good working relationships within team and with internal/external customers.
- Ability to organise work under pressure and meet tight deadlines.
- Strong problem‑solving, analytical, and financial skills, with the capability to handle large volumes of customer data and pension benefit calculations.
- Track record of building effective relationships in complex environments.
- Strong organisational and change‑management skills, attention to detail, and ability to prioritise independently.
- Good knowledge of all products, processes, and procedures within the team.
- Ability to work on own initiative and meet agreed targets by prioritising and planning.
- Willingness to assist across all teams as demand requires.
Benefits Of Working At Canada Life
We believe in recognising and rewarding our people, offering a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary, a comprehensive reward package—including a generous pension and bonus scheme, income protection, private medical insurance, and life assurance—along with a range of other benefits, support services, and regular personal and professional development.
How We Work At Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers, and community, helping others build better futures. Our blueprint behaviours shape how we work and influence our relationships. Every day we’re encouraged to be curious, own outcomes, face challenges together, and find solutions. We invest in the development of our people, technology, and workplaces, offering training, flexible working, and opportunities to grow.
Diversity and Inclusion
We build an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential. We’re proud of progress in DEI and continue to make it a significant focus.
We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part‑time, for any of our roles should this be a requirement for you.
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