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Willis Towers Watson

Pensions Transition Specialist

Great opportunity to join us as a PensionsTransition specialists within the Technology and Administration Solutions (TAS) line of business with a primary focus on the delivery of new client administration service installations and major projects for existing pensions administration clients within the Speciality community (Rothesay Life/ OneDB/ LifeSight).  The successful candidate will play an essential role in leading high profile client projects from the initiation/sales phase through to completion and will typically act as a lead administration contact during the project delivery phase.  They will ideally have a strong broad understanding of the various delivery streams across a pensions administration service and a strong background in final salary pensions administration. Money purchase knowledge is also an advantage.  They will need to be able to co-ordinate and provide guidance across multiple workstreams and the ability to understand and explain complex issues.  

The Role

  • Take responsibility for new Speciality client transition projects
  • Monitor own portfilio of transition projects against the agreed project plans 
  • Be the key point of contact for the client, attending regular transition calls / meetings with the client and as required the ceding third party administrator
  • Ensure that all delivery promises and performance standards are achieved
  • Take responsibility for the drafting of proformas for retirement calculations, including test packs and oversee the automation via liaising with the systems teams. 
  • Take responsibility for documenting procedures and establishing controls for new client during transition process
  • Work on ad hoc client chargeable projects as required
  • Challenge procedures to identify process improvements and drive improvements through to completion 
  • Build relationships across TAS teams (on & offshore) and WTW lines of business
  • Identify and efficiently resolve issues identifying solutions which will enable projects to be effectively delivered in accordance with client requirements
  • Build on outputs from post project reviews and other sources to drive project delivery improvements across workstreams
  • Gain a good understanding of the TAS administration business, service initiatives and project delivery impact on profitability
  • Assist and train junior project team members
  • Provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand.
  •  On a daily basis be the main contact for an agreed list of projects and maintain and develop client relationships.

The Requirements

  • Experience of dealing with occupational pension schemes including DC, DB and hybrid arrangements  
  • Experience of pensions projects
  • Knowledge of occupational pension scheme buy ins and buy outs an advantage
  • Record of demonstrating the ability to identify opportunities for improvement with subsequent delivery
  • Previous experience in delivery of pensions administration services to clients and understanding of supporting processes and systems 
  • Concise and confident communicator of project governance aspects and issues – covering both verbal and written skills
  • Highly organized, motivated individual with excellent communication skills and strong team skills

Equal Opportunity Employer

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