Location
Location: Can be located in the Bristol, Watford or London office.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903.
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 in transferring the portfolio to Canada Life and migrating the data to our systems. The role will maintain relationships with external parties across the industry, seek market feedback, and provide recommendations to improve outcomes for our members.
Key Accountabilities
- Support a portfolio of pension risk transfer transactions transitioning from an initial engagement to onboarding, working with Transition Consultants and Employee Benefits Consultants/Trustees throughout the end‑to‑end process.
- Facilitate the writing of good quality business to achieve or exceed agreed standards within SLA and client expectations, using knowledge of Bulk Annuities to support Canada Life as a provider.
- Collaborate with Pricing, Legal, Finance and Operational teams to ensure contracts are correctly administered and benefits are understood, onboarded to Aptia systems and meet operational requirements.
- Assist with project management of the portfolio transition to Canada Life, working closely with Operational teams to transfer work.
- Establish and maintain strong relationships with Employee Benefit Consultants throughout the transition to Buy‑Out, conducting regular telephone calls and face‑to‑face meetings with Trustees and Corporate Clients.
- Be proactive in enhancing the process and supporting the administration of schemes during transition, including reviewing benefit specifications and reconciling payroll to meet contractual obligations.
- Contribute to ensuring business is managed throughout the end‑to‑end process to exceed SLA and client expectations, developing relationships with internal departments (Marketing, Sales Support, Compliance, Pricing, Aptia and Operations).<
- Represent the company in customer‑facing meetings, including face‑to‑face meetings with senior leadership, preparing and presenting content at Trustee meetings.
- Proactively seek market feedback, assess changes, and communicate recommendations to senior leadership to enhance our proposition in the de‑risking marketplace.
Desired Knowledge / Experience / Skills
- Demonstrates commitment to self‑development.
- PC literate.
- Excellent interpersonal skills, able to build relationships with internal and external customers.
- Strong organisational and change management skills, able to prioritise and work independently under tight deadlines.
- Good problem‑solving, analytical and financial skills, with ability to handle high volumes of customer data and pension benefit calculations.
- Track record of building effective relationships in complex environments.
- Strong attention to detail and ability to manage a high volume of tasks.
- Good knowledge of all products, processes and procedures within the team.
- Self‑initiative and ability to work towards agreed targets.
- Flexible and able to assist all teams as demand requires.
Benefits Of Working At Canada Life
We offer a competitive salary and comprehensive reward package, including a generous pension and bonus scheme, income protection, private medical insurance and life assurance. Additional benefits and support services as well as regular personal and professional development are available.
How We Work At Canada Life
Our culture is built on behaviours that encourage curiosity, ownership, collaboration and forward thinking. We invest in people, technology and workplaces, offering training, flexible working and opportunities to grow and develop.
Diversity and Inclusion
Canada Life is committed to building an inclusive workplace where everyone can feel they belong and achieve their potential, regardless of gender, ethnicity or any other characteristic. We value diverse backgrounds, experiences and perspectives to build better futures.
We appreciate that everyone has different work and life responsibilities; we are happy to discuss flexible working arrangements, including part time, for any of our roles.
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