BPA Transition Manager

Support the Head of BPA Transition with the successful execution and onboarding of Bulk Purchase Annuity business and the transition of schemes onto ULPs administration platform

• Location: Aylesbury
• Category: Life Actuarial
• Type: Permanent

Key Responsibilities (including but not limited to) :

• Build and drive project plans for each proposed buy-in execution
• Build and drive project plans for each transition to buy-out, including the true-up
• Manage the operational relationships with EBCs/Trustees/ceding administrators throughout the transition processes
• Work collaboratively and manage the operational relationships with Trustees and ceding administrators during the post-buy-in period
• Support the preparation of contractual documents and individual policy documents
• Keep abreast of industry issues and developments
• Identify and escalation emerging issues
• Knowledge of UK Defined Benefit Pensions and the BPA market
• Excellent knowledge of the BPA process, from deal execution to buy-out
• Able to build productive relationships at all levels
• Pro‑active, pragmatic, adaptable and flexible
• Experience of the BPA market and the transition process
• Proven experience of managing projects and client relationships