Transitions Manager

Working with key internal and external stakeholders the Transition Manager is accountable for the implementation phase for all de-risking transactions from initial due diligence through to final premium adjustments and issuance of Individual Policies if applicable.

Key activities include:
• Manage a portfolio of implementations acting as a single point of contact for Trustees and their advisors. 
•  Participate in new business pitches to present on our service capability.
•  For Buy Out transactions, conduct detailed due diligence on pension schemes and their data to ensure that key cleansing items are identified.
•  Work with the business development and execution teams to agree key contractual terms for each transaction.
•  Work with new business pricing teams to ensure that benefit specifications are accurately written and reflect the proposed pension scheme liabilities.
•  Develop and manage project plans ensuring that both contractual and customer commitments are delivered on time, chairing regular implementation meetings with clients and their administrators as appropriate.
•  Write individual policy documentation ensuring that the benefits described are in line with those secured and then oversee the issuance of the policies.
•  Work with the operations team to ensure a seamless handover of schemes once the implementation phase is completed.
•  Produce weekly and monthly management information.
•  Keep up to date with legislative, product and market changes affecting our core business and the products that we offer.

Skills & experience:
•  Technical pensions knowledge (ideally final salary) including regulation and benefit structures
•  Good understanding of de-risking market and associated products
•  Experience of final salary pension schemes and benefit structures gained through operations, implementation or consulting
•  Exposure to working with or for pension advisory firms.
•  Managing complex projects / stakeholder groups 
•  Report writing and delivery of presentations 
•  Good evidence of successful project management planning & delivery
•  Demonstrable skills at stakeholder management
•  Excellent verbal and written communication/presentation skills
•  Organisation and self-management 
•  Completer/Finisher

•  Technical Skills - Demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills
•  Drive and Motivation – Be a self-starter; successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
•  Client and Business Focus - Effectively handles difficult requests, builds trusting, long-term relationships with clients and service providers, helps the client to identify/define needs and manages client/business expectations
•  Teamwork – Demonstrate evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions 
•  Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
•  Judgement and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives.  Sees the big picture and effectively analyses complex issues 
•  Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
•  Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions.  Takes a position on issues and influences others' opinions and presents persuasive recommendations

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