Experience

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  West Yorkshire Pension Fund

  • Employer Relations Manager

    • May 2021 - Present

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  Local Pensions Partnership

  • Preston, United Kingdom

  • Engagement Officer / Senior Engagement Officer (Pensions)

    • Apr 2016 - May 2021
    • Preston, United Kingdom

    Engagement Officer:• Relationship management of scheme employers and other key stakeholders• Performance management of over 600 LGPS scheme employers • Design and delivery of technical employer training in line with LGPS, FPS and PPS regulations• Creating clear, effective and relevant communications in line with LGPS, FPS and PPS regulations• Design and delivery of scheme member presentations in line with LGPS, FPS and PPS regulations• Deliver demonstrations of pensions software• Interpret scheme regulations and communicate in a way that is ‘easy to understand’• Collaborate with internal teams to ensure best practice • Use multiple platforms to deliver communications • Production of quarterly and annual performance reports for clients • Organising, facilitating and delivering at pension events• Support the engagement manager including deputising to support the day to day running of the team in the absence of the engagement managerSenior engagement Officer In addition to all of the above:• Day to day management and motivation of the engagement team• Shortlisting and interviewing candidates • Train and mentor team members • First point of contact for head of engagement for all engagement matters

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  Lancashire County Council

  • United Kingdom
  • Government Administration
  • 700 & Above Employee

  • Client Liaison Officer (Pensions)

    • Sep 2013 - Mar 2016

    • Design and delivery of scheme member presentations in line with LGPS, FPS and PPS regulations• Design and delivery of technical employer training in line with LGPS, FPS and PPS regulations• Conducting one to one face to face meetings with scheme members to discuss pension benefits • Representing Your Pension Service (YPS) at relevant events • Development and Maintenance of the YPS website • Creating clear ‘easy to understand’ pensions literature to benefit scheme members and employers • Employer liaison meetings with LGPS, FPS and PPS employers • Organising, facilitating and delivering at pension events• Supporting submission of industry awards; Customer Service Excellence • Testing customer satisfaction • Prepare and present reports to internal and external clients and customers • Training and mentoring junior members of the team

  • Pensions Caseworker

    • Apr 2009 - Aug 2013

    • Effective administration of all aspect of pensions administration including the calculation of retirement benefits, trivial commutation, retirement estimates, abatement, early leavers, transfers in and out in line with scheme regulations• Process casework inline with service level agreement and targets • Checking calculations and systems to ensure correct level of benefits are recorded and paid • Authorising payment of retirement benefits • Responsibility for management of individual workload• Being aware of and having a through understanding of the relevant scheme regulations (LGPS and Blue light schemes) as well as relevant overriding legislation• Liaising with customers and external organisations to ensure effective administration of pension benefits• Supporting and representing the service at pension events including presentations, roadshows and surgeries• Training and mentoring junior members of the team

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  Marriott Hotels

  • Preston, United Kingdom

  • Financial Assistant

    • Sep 2008 - Mar 2009
    • Preston, United Kingdom