Pensions Specialist

4 weeks ago


Manchester, United Kingdom Interactive Investor Full time

WHO WE ARE:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £59 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights. WHAT WE STAND FOR:
It’s simplewe want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves and interactive investor.

**Requirements**:
**What you’ll be doing**:

- Full due diligence of transfer out cases which are referred to the Team.
- Contact members by phone at different stages of the transfer where red and amber flags are present.
- Identify members who are considered to be vulnerable customers.
- Contact HMRC where appropriate to confirm registered status of a receiving scheme.
- Prepare and provide reports to Senior Managers within the business to assist in making decisions on contentious transfer cases, which ultimately then sits with the Trustee.
- Provide clear instructions to BAU Operations if a transfer case can proceed or not.
- Maintain and develop telephone scripts and questions, so relevant warnings and messages can be provided to members
- Design and review of processes and procedures in response to legislation change and best practice guidance.
- Develop a range of letters and communications setting out risks and concerns.
- Maintain directory of pension schemes, trustees and IFAs where risk of scamming activity is known.
- Coordinate the reporting of pensions scams behaviour to clients, Regulators and Action Fraud via Risk & Compliance.
- Support the Complaints and Technical Teams with the initial investigation, timeline and potential defences of pensions scams claims and any subsequent resolution.
- Develop close industry ties with the Pensions Scams Industry Group and other groups to share knowledge and best practice.

**What We’re Looking For**
- Someone with at least 5 year’s experience in working with DC and/or DB Pensions Schemes and have a good understanding of the current pension transfer regulations
- Delivering excellent customer service is essential for this role
- Excellent written and verbal communication skills
- Excellent numeracy skills, with a GCSE grade C or above in Maths or equivalent
- Good knowledge of Microsoft Excel
- Strong accuracy and attention to detail



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