Workplace Pensions Transitions Analyst

• Support large scale and complex unit linked transition events ensuring that member experience is optimised, and shareholder risk is managed.
• Work with the aligned transition manager to identify the optimal transition approach for each event, focusing on customer outcomes and shareholder risk.
• Oversee the operational activities of each transition event through provision of data, modelling and adherence to a strict risk and controls framework.
• Provide SME support to wider business when transitions insight is required.
• Work alongside internal stakeholders to ensure transition activity completes as per requirements.

• Proven experience of Workplace Pensions, their administration systems and fund structures.
• Experienced in the planning and execution of unit link transition events with a focus on ensuring the best outcome for customers.
• An in depth understanding of transition methods (re-registration / in specie / prefunding) and experience in the application of these methods.
• Strong analytical skills along with advance excel knowledge
• An understanding of Investments and a desire to develop a specialist investment knowledge and skills

Demonstrates expertise in managing complex unit linked transition events while optimizing member experience and managing shareholder risk. Proficient in transition methods and possesses strong analytical skills with advanced Excel capabilities.

• Workplace Pensions Administration
• Unit Link Transition Planning
• Transition Methods Application
• Advanced Excel Skills
• Investment Knowledge Development

• Unit Link Transition Execution
• Data Provisioning
• Risk Management Framework
• Analytical Skills
• Transition Event Oversight

• Stakeholder Collaboration
• Customer Focus

• Member Experience Optimization
• Shareholder Risk Management
• Re-registration
• In Specie
• Prefunding