Senior Transition Consultant

3 weeks ago


Hove East Sussex, United Kingdom Legal & General Full time

What You'll Be Doing

  • Developing a ‘scheme specific’ transition plan for all transactions and providing to all Trustees, their advisers and to all interested parties within L&G appropriate documentation demonstrating how the transition project is being handled. Establishing and maintaining the correct structures to control and transition the scheme in the most efficient and timely manner.
  • Analysing scheme benefits and data to draft legal agreements that allow all benefits to be properly administered by the Client Services administration areas
  • Ensuring that all teams within PRT have the correct benefit specification and data to guarantee that the customers receive their correct benefit entitlement and schemes are funded accurately. Performing first line peer review for team members on these documents, alongside external emails and internal stakeholders.
  • Taking responsibility for the progress of allocated schemes, including regular reviews, ensuring prompt and appropriate response to customer communications and the provision of relevant information internally and externally
  • Supporting the new business origination team and the Transition Managers in the relationship management of key stakeholders, including participation at client meetings and presentations, and attending site visits to gather an understanding of the quality of the data prior to transaction
  • Following all processes to ensure communication in a timely manner and allow a full audit trail of all benefit and data items throughout the lifecycle of the onboarding process. Assisting in the delivery of continuous improvement across PRT Client Services, and in the provision of relevant management information when required.
  • Ensuring all internal customers and any relevant third parties are kept updated in a timely fashion on any key information which impacts their processing to enable them to treat the end customer fairly
  • In collaboration with the Transition Team Manager, supporting the ongoing development of the team by providing appropriate support and training to less experienced members of the team in new processes.
  • Consumer Duty - Ensuring customers have sufficiently tailored information to enable them to understand what is being communicated, including any action they need to take or when advice or further support may be required

What We're Looking For

  • Pension Qualification such as CII or PMI or demonstrable equivalent experience
  • Knowledge of pension’s regulations for DB schemes, including a detailed understanding of the requirements for schemes in the process of de- risking, is essential
  • Understanding of the way benefits are structured and administered in Defined Benefit schemes is essential.
  • A knowledge of the following legislation and remains compliant:
    • GDPR
    • Money Laundering
    • Complaints
    • Treating Customers Fairly
    • Breach guidelines
  • A strong understanding of the risks to their team, and the business. Actively takes steps to reduce these risks.
  • Highly customer focused and understands the need to maintain and improve relationships with both internal and external customers. This includes policyholders, scheme members, legislative bodies, third parties and your colleagues within the whole of L&G.
  • Ability to provide an accurate and cost-effective service by getting it right first time.
  • Organisation and experience of project management
  • Ability to manage tight timescales, prioritise own work or escalate if necessary
  • Clear written and verbal communication


  • Hove, East Sussex, United Kingdom Legal and General Full time

    Permanent or Fixed Term Contract: Permanent L&G Business Unit: Legal & General Retirements Institutional L&G sub Business Unit: LGRI Primary Location: Hove, One City Park Job Family: Defined Benefits Company Description Securing pensions over the long term can be a challenge for many businesses. Our ambition at Legal & General Retirement...


  • Hove, East Sussex, United Kingdom Legal & General Full time

    The Senior Transition Consultant will work with Employee Benefit Consultants and Trustees of new PRT business to develop scheme specific transition plans in order to reconcile scheme member data and accurately & contractually record the benefits secured, ensuring that all parties have the most up-to-date information for the ongoing administration of all...


  • Hove, United Kingdom Legal & General Full time

    Job Description We are currently looking for a Senior Transition Consultant to join our Transition team here at L&G.In this role you will work on the development of ‘scheme specific’ transition plans for Pension Risk Transfer (PRT) transactions and provide these to Trustees, their advisers and to all interested parties within L&G to demonstrate how...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    Job Description Securing pensions over the long term can be a challenge for many businesses. Our ambition at Legal & General Retirement Institutional(LGRI) is to help companies and pension scheme trusteeshonour their defined benefitpension promises to their employees. We’re helping companies settle their pension liabilities so they can focus on...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    Securing pensions over the long term can be a challenge for many businesses. Our ambition at Legal & General Retirement Institutional(LGRI) is to help companies and pension scheme trusteeshonour their defined benefitpension promises to their employees. We’re helping companies settle their pension liabilities so they can focus on growing their...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    Securing pensions over the long term can be a challenge for many businesses. Our ambition at Legal & General Retirement Institutional(LGRI) is to help companies and pension scheme trusteeshonour their defined benefitpension promises to their employees. We’re helping companies settle their pension liabilities so they can focus on growing their...


  • Hove, United Kingdom Legal & General Full time

    What You'll Be Doing Developing a 'scheme specific' transition plan for all transactions and providing to all Trustees, their advisers and to all interested parties within L&G appropriate documentation demonstrating how the transition project is being handled. Establishing and maintaining the correct structures to control and transition the scheme in the...


  • Hove, East Sussex, United Kingdom Legal & General Full time

    Company Description The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our...


  • Hove, East Sussex, United Kingdom Legal & General Full time

    What You'll Be Doing Developing a ‘scheme specific’ transition plan for all transactions and providing to all Trustees, their advisers and to all interested parties within L&G appropriate documentation demonstrating how the transition project is being handled. Establishing and maintaining the correct structures to control and transition the scheme...


  • Brighton and Hove, United Kingdom LegalAndGeneral Full time

    Job DescriptionWe are currently looking for a Senior Transition Consultant to join our Transition team here at L&G.In this role you will work on the development of ‘scheme specific’ transition plans for Pension Risk Transfer (PRT) transactions and provide these to Trustees, their advisers and to all interested parties within L&G to demonstrate how the...

  • Senior Consultant

    1 month ago


    Hove, East Sussex, United Kingdom Legal & General Full time

    The Senior Transition Consultant will work with Employee Benefit Consultants and Trustees of new PRT business to develop scheme specific transition plans in order to reconcile scheme member data and accurately & contractually record the benefits secured, ensuring that all parties have the most up-to-date information for the ongoing administration of all...


  • Brighton and Hove, United Kingdom Legal & General Full time

    Securing pensions over the long term can be a challenge for many businesses.Our ambition atLegal & General Retirement Institutional(LGRI)is to help companies and pension scheme trusteeshonour their defined benefitpension promises to their employees.We’re helping companies settle their pension liabilities so they can focus on growing their businesses, as...


  • Hove, United Kingdom Legal & General Investment Management Full time

    Reference - VN-26270Role Type - PermanentLocation - HoveSalary - Competitive salary, bonus and benefitsClosing Date - 4 August 2023Your role at a glance - We are currently recruiting a Transition Team Leader to join our team.In this role, you will manage a team of Transition Consultants to deliver an outstanding transition service to new Pension Risk...


  • Hove, United Kingdom Legal & General Full time

    Job Description In this role, you will work with Employee Benefit Consultants and Trustees of new PRT business to develop scheme specific transition plans in order to reconcile scheme member data and accurately & contractually record the benefits secured, ensuring that all parties have the most up-to-date information for the ongoing administration of...


  • Hove, East Sussex, United Kingdom Legal & General Full time

    The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape...


  • Hove, United Kingdom Legal & General Full time

    Job Description We are currently looking for a Senior Transition Manager to join our Transition team here at L&G. In this role you will take ownership of the end to end scheme implementation and on-boarding of a portfolio of Pension Risk Transfer (PRT) transactions. You will also support the PRT Business Development team in securing and maximising new...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    Job Description The brand with the brolly is choosing today to change tomorrow. Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders -...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    Job Description The brand with the brolly is choosing today to change tomorrow. Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders -...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    The brand with the brolly is choosing today to change tomorrow. Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a...


  • Brighton, East Sussex, United Kingdom Legal & General Full time

    The brand with the brolly is choosing today to change tomorrow. Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a...