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описание
Travel around the UK is required for face-to-face meetings.
LifeSight provides a defined contribution master trust solution for large employers, managing over £30 billion in assets for more than 450,000 members. The service focuses on delivering innovative, efficient, and member-focused pension solutions while setting standards for governance and outcomes within the UK pensions market.
задачи
Manage the transition of pension assets and member records into LifeSight for participating employers;
Liaise with incumbent investment managers, administrators, client relationship managers, and legal advisers;
Review legal documentation and fund mapping proposals;
Coordinate requirements across all involved parties;
Develop and maintain transition project plans;
Calculate estimated and actual transaction costs;
Recommend suitable transition approaches;
Act as an escalation point for problem-solving during planning and implementation;
Monitor service levels of the platform provider;
Attend Joint Management Committee meetings;
Lead the relationship with the platform provider and work cross-team to ensure service quality;
Manage fund changes and coordinate with impacted parties;
Develop processes for product and asset transitions;
Assist in preparing tender responses, including drafting transition approaches and cost estimates;
Attend employer meetings, Trustee meetings, and pitches.
требования
Previous experience in DC pensions within a project management capacity;
Experience managing asset transitions;
Broad understanding of product and operational aspects of a master trust;
Experience with pension administration processes and investment transition approaches;
Collaborative style with excellent communication and stakeholder management skills;
Proficiency in Microsoft Project, Excel, Word, and PowerPoint;
Ability to manage a large, diverse workload and work under pressure;
Commitment to professional excellence and high-quality service;
Nice to have: Ability to develop and challenge ideas to solve client or business needs.
условия
25 Days of annual leave plus an extra WTW day;
Private healthcare, life insurance, group income protection, and regular health assessments;
Defined contribution pension scheme with matched contributions up to 10%;
Employee assistance programme and a fully paid volunteer day;
Optional perks including electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, and critical illness protection.