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

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