Phoenix Group

• Managing the corporate tax compliance processes of the group, tracking progress against milestones and statutory deadlines, and championing process optimisation and transformation.
• UK corporate tax compliance for the non-insurance entities.
• UK corporate tax compliance for the UK life insurance entities, with appropriate support and training from UK life insurance specialists within our team.
• Group-wide corporate tax compliance requirements such as group relief, corporate interest restriction, country-by-country reporting, transfer pricing local files and Pillar 2.
• Managing non-UK corporate compliance work in jurisdictions where the group has operations or investments, including working with advisors where appropriate.
• Supporting the relationship with HMRC including managing correspondence and enquiries.
• Providing input into projects and support to the business on tax matters.
• Working with and supporting the development of junior and less experienced members of the team.

Corporate Tax Manager

Actuary

• Collaborate with external stakeholders (including scheme advisers, trustees and outsourced partners) and internal teams (such as Pricing, Transition, and Data Services).
• Ensure member options and benefits are determined in line with transaction benefit specifications.
• Provide subject matter expertise on actuarial topics such as GMP Equalisation.
• Review actuarial calculations completed by administrators.
• Develop and maintain clear documentation for actuarial processes.
• Ensure all work produced has appropriate governance.
• Implement and review factor assumptions across the BPA scheme portfolio.
• Build and maintain cashflow projection models aligned to transaction benefit specifications.
• Monitor legislative and market developments.
• Provide actuarial expertise to ongoing projects and manage actuarial workstreams.

Technical Actuary

Compliance

• Provide regulatory advice across a broad range of regulations and products, including EMIR, SFTR, MIFID II.
• Monitor the completeness and accuracy of all reporting obligations by Phoenix Asset Management inclusive of reconciliation activity.
• Contribute to the ongoing strengthening of the compliance control framework including establishing new controls and writing new policies and procedures.
• Oversee core regulatory processes such as Threshold Monitoring, Transaction integrity, Derivatives reporting and Best Execution and trader governance.
• Undertake compliance testing and ensure that corrective action is taken where necessary.
• Help prepare and deliver the annual compliance plan.
• Help prepare and deliver the annual compliance training program, deliver specialized content face to face as necessary.
• Contribute to the development and management of the suite of compliance policies and procedures in line with relevant legislative and regulatory requirements.

Compliance Manager

• Your primary focus will be supporting the delivery of reinsurance solutions for our Retirement Solutions business including supporting the team on the live deal pipeline
• Sourcing and assessing reinsurance (flow and facultative) to achieve optimal outcomes and supporting deal execution in a structuring and project management capacity
• Performing analytical analysis to check the commercial viability of prospective longevity swap and funded reinsurance transactions and making recommendations on strategy to maximise chances of success
• Supporting the negotiation, documentation and governance required to on-board new arrangements including ensuring all relevant risks are appropriately managed and controls are operated
• Enhancing and embedding streamlined processes and delivering efficiencies across all reinsurance activity
• Expanding reinsurance capabilities and supporting strategic projects. Engaging with senior internal stakeholders and taking them along the journey where new developments are necessary

Reinsurance Actuary, Commercial

Analyst

• Support the implementation of data governance frameworks across Pensions & Savings
• Ensuring regulatory compliance and adherence to internal data governance policies, standards, and frameworks
• Work closely with Data Owners, Data Stewards, and Risk colleagues to gather insights, monitor progress, and produce reporting that supports data quality and governance maturity
• Gather and analyse information to support the implementation of data governance frameworks along with monitoring and tracking actions related to data governance and data quality initiatives
• Produce regular and ad-hoc reports to support data quality monitoring and adherence to Group Data Governance standards along with developing decision and information papers for Data Owners and Data Stewards to support governance activities

Data Quality Analyst

Account Manager

• Lead and facilitate the Platform and DIM partner onboarding process
• Manage key stakeholders
• Advance engagement with partners
• Propositional development
• Deliver beneficial business outcomes

Platform and DIM Relationship Manager

• Play a key role working with financial advisory firms and other key partners in the wealth area to identify and secure profitable opportunities for the Standard Life Group.
• Focus on existing strategic partnerships whilst working to identify future opportunities across the retirement planning world.
• Demonstrate proven high achievement in exceeding targets regarding estate planning and retirement products.
• Perform national coverage with expected regular travel.

Strategic Partnerships Manager – Retail Intermediary

Risk

• Support the implementation of data governance frameworks across Pensions & Savings
• Work closely with Data Owners, Data Stewards, and Risk colleagues to gather insights, monitor progress, and produce reporting that supports data quality and governance maturity
• Contribute to informed decision-making and the successful embedding of data governance practices across the business
• Monitor and track actions related to data governance and data quality initiatives along with maintaining documentation
• Contribute to continuous improvement of data governance processes
• Gather and analyse information to support the implementation of data governance frameworks along with producing regular and ad-hoc reports

Data Governance Analyst

Financial Planning and Analysis

• ensuring that trading activity for shareholder and policyholder assets occurs within applicable targets, limits, constraints and governance
• contributes to the development and maintenance of an effective, efficient and robust control framework to manage trading activity mitigating the risk of operational errors
• interact very closely and coordinate trade activities with a range of stakeholders involved in the portfolio management and implementation process
• develop trade proposals and implementation plans considering operational requirements/limitations and the overall portfolio context
• develop runbooks for trade execution with clear timelines, roles and responsibilities for involved stakeholders
• ensure appropriate checklists are implemented and maintained, capturing relevant governance, ensure investment guideline compliance and any other applicable considerations
• manage approval and instruction of transactions via the appropriate governance forums and individuals with delegated authority
• review and authorise internal Aladdin order activity
• together with Asset Management Middle Office validate trades are correctly executed and captured in data and systems
• maintain and manage databases and monitoring reports for Strategic Asset Allocation and Investment Benchmark processes
• support the regular review of investment guidelines and policies to ensure they are up to date and reflect applicable practice and standards
• manage and maintain investment mandate documents, ensuring parameters are aligned with targets, limits and requirements for underlying portfolios
• provide interpretation guidance to mandate monitoring in codifying investment guidelines and mandate parameters in compliance monitoring systems
• collaborate with internal and external stakeholders regarding portfolio hierarchy, accounts and investment mandates
• act as point of contact for Relationship Management and Internal / External Managers in case of mandate/guideline compliance breaches
• coordinate any resolution of breaches by involving the appropriate AM stakeholders
• contribute to the implementation of an efficient framework for screening eligibility of assets in line with the requirements set out in MA applications
• provide ad-hoc analysis of asset positions held
• provide ad-hoc support for collateral management
• proficiency using Aladdin for portfolio construction / order authorisation
• develop effective relationships and collaborate across a wide range of stakeholders

Lead Investment Manager, Portfolio Implementation

Consultant

• Build strong relationships internally and externally, supporting the development and retention of our relationships with Workplace Pension employers and trustees through robust stakeholder management, good communication and excellent influencing
• Develop an excellent knowledge of our proposition and strategy, make courageous, commercial decisions, always with employers and trustees in mind with a relentless focus on continuous development and improvement for a highly efficient and effective team
• Support the Client Relationship Directors/Managers with a focus on helping to grow and retain strategic and key clients
• Deliver the best experience our clients and trustees will find anywhere in our market; obsessing over what’s important to them, understanding what it will take to deliver our strategy and working with business partners to make it happen

Senior Distribution Consultant

Manager

• Be part of the Control Testing team that is within Pensions & Savings Risk Management and Regulatory Governance function
• Focus on the assessment, testing, and challenge of the Group’s internal control environment
• Responsible for applying the Group Control Testing Standards and the wider Internal Risk and Control Framework, by undertaking a program of control testing
• Apply existing expertise to assess the adequacy of control design and effectiveness of control operation
• Express risk management and internal control concepts in a straightforward way, to be understood by both wider Line 1 stakeholders and senior leadership

Internal Controls Manager

• Take the lead on pricing buy-in opportunities
• Analyse large datasets and build complex cashflow models
• Develop and document actuarial models
• Present technical content to stakeholders
• Coach and train junior team members

Deal Team Actuary

Executive Assistant

• Manage the full cycle of governance meeting support—from agenda planning and paper guidance to pack collation, minutes, and action tracking.
• Work closely with the Chair of a Group or Life Company Committee, prepare high quality committee papers, and support the Group Company Secretary with selected ExCo meetings.
• Lead important annual activities, including Terms of Reference reviews, committee evaluations, and effectiveness assessments.
• Coordinate NED appointments, inductions, and training, and maintain the Board and Committee education programme.
• Provide corporate governance and company law advice, contribute to all areas of team, and deputise for your peer group when required.
• Manage Company Secretariat risk policies, drive continuous improvement through updated processes and smarter ways of working, and may support Company Insurance responsibilities during periods of absence.

Assistant Company Secretary

• Support the production of monthly and quarterly MI packs, dashboards, and performance reports
• Deliver clear, insightful analysis and commentary on MI and forecast results, highlighting key drivers, risks, and opportunities
• Collaborate with stakeholders across Finance and the wider business to ensure submissions are complete, accurate, and aligned with strategic goals
• Champion continuous improvement in MI and forecasting processes and outputs
• Build strong working relationships across the business and develop your understanding of financial performance

Senior MI and Forecasting Analyst

Marketing

• Help shape and deliver the marketing plans for adviser and workplace audiences across multiple channels
• Collaborate with a range of teams across the Group Brand and Marketing function, Retail Intermediary and Workplace areas
• Build relationships with stakeholders across the business
• Create and shape marketing communications that maximise impact to B2B channel audiences, including events, awards, and marketing campaigns
• Measure activity against defined KPIs and ensure consistency with brand guidelines