Overview

BPA Transition Manager – 29275

Support the Head of BPA Transition with the successful execution and onboarding of Bulk Purchase Annuity business and the transition of schemes onto ULPs administration platform

Ref: 29275

  • Location: Aylesbury
  • Category: Life Actuarial
  • Type: Permanent

Overview

Key Responsibilities (including but not limited to) :

  • Build and drive project plans for each proposed buy-in execution
  • Build and drive project plans for each transition to buy-out, including the true-up
  • Manage the operational relationships with EBCs/Trustees/ceding administrators throughout the transition processes
  • Work collaboratively and manage the operational relationships with Trustees and ceding administrators during the post-buy-in period
  • Support the preparation of contractual documents and individual policy documents
  • Keep abreast of industry issues and developments
  • Identify and escalate emerging issues

Experience required:

  • Knowledge of UK Defined Benefit Pensions and the BPA market
  • Excellent knowledge of the BPA process, from deal execution to buy-out
  • Strong project management skills
  • Able to build productive relationships at all levels
  • Good presentation, communication, negotiation skills
  • Pro-active, pragmatic, adaptable and flexible
  • Experience of the BPA market and the transition process
  • Proven experience of managing projects and client relationships

Consultant

Cory Toy

Senior Consultant | Life Actuarial

T: +44 (0) 203 867 9836

Email me

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