What will you be doing?
1. Benefit calculations, either by a manual calculation, using a proforma and by using the relevant pension's administration system calculation routine
2. Working through relevant checklists for each individual case and following procedures
3. Understanding that appropriate authorisation is required before releasing information
4. Preparing bulk mailings of annual newsletters, pension increases etc.
5. Communicating with members and other third parties
6. Gaining and applying knowledge of clients through day to day work, speaking with colleagues and partners and referring to the scheme's administration guide and specific notes
7. Being aware of what is scheme specific and not necessarily applicable for all schemes
8. Ensuring compliance with LCP procedures when completing cases
9. Keeping up to date with changes in legislation
10. Understanding preservation, statutory increases, contracting-out (including GMPs) and the current pensions tax regime
11. Drafting non-standard letters where required
12. Recognising non-standard cases (e.g. part-timers)
13. Showing awareness of the General Data Protection Regulations and applying these at all times