What will you be doing?
Perform benefit calculations manually, using a proforma, and through the relevant pension's administration system routine.
Follow relevant checklists and procedures for each case.
Obtain appropriate authorisation before releasing information.
Prepare bulk mailings such as annual newsletters and pension increases.
Communicate effectively with members and third parties.
Develop knowledge of clients through daily work, collaboration, and referencing the scheme's administration guide and notes.
Identify scheme-specific details that may not apply universally.
Ensure compliance with LCP procedures in case handling.
Stay updated on legislative changes affecting pensions.
Understand concepts like preservation, statutory increases, contracting-out (including GMPs), and pensions tax regime.
Draft non-standard correspondence as needed.
Recognize non-standard cases, such as part-time members.
Maintain awareness of GDPR and implement its principles consistently.
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