End-to-End Transition Specialist

4 days ago


East Anglia, United Kingdom Canada Life Group (UK) Ltd (The) Full time
Transition and Onboarding Specialist

This role involves overseeing the project management of our existing portfolio and onboarding new bulk annuity business through the entire process.

We seek a specialist with an in-depth understanding of the end-to-end bulk annuity process and the external market to ensure effective stakeholder management and timely task completion in line with client and business expectations.

Main Responsibilities:
  • Supervise the transfer of assets for new clients, including comprehensive planning of asset transition and data migration.
  • Ensure the achievement of delivery promises and performance standards, including communication of operational tasks for all schemes in transition.
  • Deliver an efficient and professional service to meet the needs of clients and members while promoting the Canada Life brand.
  • Drive data cleanse processes to a successful conclusion and maintain up-to-date knowledge of Bulk Annuity propositions and processes.
Requirements:
  • Extensive knowledge of DB pensions and experience in managing DB pensions administration.
  • Experience of working on projects or implementations.
  • An understanding of DB pensions, pension scheme administration requirements, and systems.
  • An ability to comprehend complex financial/actuarial concepts and methodologies.
About Us:

We value doing the right thing for our people, customers, and community. We believe in recognising and rewarding our employees with a competitive remuneration package, including a generous pension and bonus scheme.

We strive to provide our colleagues with rewarding careers, investing in their development, technology, and work environments.

Diversity and inclusion are crucial to us, and we aim to create an environment where everyone feels valued and achieves their full potential.

**Salaries:** £55,000 - £75,000 per annum, depending on qualifications and experience.



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