To undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably.

• To meet the day-to-day administration needs of a portfolio of clients in an accurate and timely manner and in accordance with any agreed standards and procedures
• To ensure quality of output to all customers is technically correct at all times and meets corporate standards
• To ensure priorities are agreed as necessary, both internally and with the client, and deadlines met including service standards and disclosure requirements
• To build professional and friendly relationships with clients
• To process membership events from start to finish
• To accurately calculate and communicate pension scheme benefits having regard to the Scheme Rules, Inland Revenue and legislative requirements
• to put benefits into payment and complete statutory and other forms
  -Contribution refund.
  -Deferred Pension.
  -Retirement (Normal, Early, Ill Health, Late) from active and preserved status.
  -Death (Active, Preserved, Pensioner).
  -Transfers in and out.
  -Pension Increases
• To carry out monthly collection, processing and prompt investment of contributions and payment of group life premiums
• To carry out all year end procedures, processing renewals, producing annual benefit statements
• To produce data extracts for valuation, life assurance and other purposes
• To maintain work control systems and accurate client database with correct checks and reconciliations; producing and updating records accurately for new entrants, exits and status changes, miscellaneous amendments, renewal updates and validations, pensioner amendments
• To ensure risk benefit underwriting procedures are met
• To provide input / take part in any initiatives or projects by the business, including installation of new clients
• To attend to telephone and written queries on own initiative
• To identify problems or deficiencies in documentation, bases or data and refer to senior colleagues
• To ensure that all reporting requirements are met in relation to relevant schemes