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Senior BPA Transition Manager
Phoenix GroupSenior BPA Transition Manager focused on managing the onboarding of new BPA transactions at Standard Life. Engaging with BPA Trustee clients and ensuring efficient operation of existing BPA business.
About the role
Key responsibilities & impact- Own, drive and manage the implementation of a standard, client focussed, transition journey for a varied portfolio of schemes
- Support complex schemes where required
- Provide ongoing real-time support to Trustees, administrators and other third parties as required
- Develop a thorough understanding of the benefits and data for each scheme within your portfolio
- Develop, own and drive a project plan with each Scheme to proactively manage them through the transition process and onward to buyout
- Proactively identify emerging issues, liaising with external administrators and Phoenix’s outsourced administrator to rectify
- Build and maintain relationships with internal stakeholders, Phoenix’s outsourced administrator, scheme administrators and Trustees
- Produce detailed and accurate management information to support effective oversight
- Support the preparation of contractual documents and individual pension policy documents at buy-out
- Ensure that all contractual obligations are completed on time, and to a high standard before the buy-out occurs
- Support the development of a team of Transition managers
Requirements
What you’ll need- Strong technical knowledge of Bulk Purchase Annuities and Defined Benefit pensions
- Demonstrable experience in BPA transition activity
- Proven ability to analyse risk and issues across the transition journey
- Experience producing and presenting data-driven insights to stakeholders
- Track record of working in a project or change environment
- Strong stakeholder engagement exposure
Benefits
Comp & perks- Up to £90k depending on experience
- Bonus private medical cover
- 38 days annual leave
- Excellent pension
- 12x salary life assurance
- Career breaks
- Income protection
- 3x volunteering days
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Bulk Purchase AnnuitiesDefined Benefit pensionsBPA transition activitydata analysisproject managementrisk analysisdata-driven insightscontractual document preparation
Soft Skills
stakeholder engagementrelationship buildingproblem-solvingcommunicationteam development