Experience

Capita Pension Solutions

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Consultant

  • Oct 2012 - Present

  Secondment - Secondment within the Pensions Integration team. Conducting due diligence for the Sales & Purchase Agreement, preparing and delivering member presentations, integrating employees that have transferred to Capita into a variety of pension schemes following acquisitions and TUPE transfers and leading on several consultation exercises within the team. Investment Adviser Selection - Investment adviser shortlist, interview, evaluation and selection exercise for the trustees Actuarial Selection - Actuarial shortlist, interview, evaluation and selection exercise. Administration Review - Reviewing the in-house administration function for a large UK Insurance Company, including key person risk review, process and proforma creation and Administration Bible creation for all sections of the pension scheme. Pension Scheme Consultant - Managing day to day activities for a small closed pension scheme, including all administration and trustee secretarial duties (creation of reports and meeting agendas, taking and distribution of trustee meeting minutes and advising trustees of any member scheme/issues that need a resolution). Data Analysis - Analysing Common and Conditional data and ensuring that the various pension schemes comply with the Pension Regulator’s guidance on data. Administration Review - Review of third party pension administration services. Project Management - Project managing of various data validation exercises along with GMP reconciliation projects. Project Office - Providing project support to the project manager of the pension scheme. Show less



Capita Hartshead

• Management Consultant

  • Jan 2009 - Oct 2012

  Secondment - Secondment within the Pensions Integration team. Conducting due diligence for the Sales & Purchase Agreement, preparing and delivering member presentations, integrating employees that have transferred to Capita into a variety of pension schemes following acquisitions and TUPE transfers and leading on several consultation exercises within the team. Investment Adviser Selection - Investment adviser shortlist, interview, evaluation and selection exercise for the trustees Actuarial Selection - Actuarial shortlist, interview, evaluation and selection exercise. Administration Review - Reviewing the in-house administration function for a large UK Insurance Company, including key person risk review, process and proforma creation and Administration Bible creation for all sections of the pension scheme. Pension Scheme Consultant - Managing day to day activities for a small closed pension scheme, including all administration and trustee secretarial duties (creation of reports and meeting agendas, taking and distribution of trustee meeting minutes and advising trustees of any member scheme/issues that need a resolution). Data Analysis - Analysing Common and Conditional data and ensuring that the various pension schemes comply with the Pension Regulator’s guidance on data. Administration Review - Review of third party pension administration services. Project Management - Project managing of various data validation exercises along with GMP reconciliation projects. Project Office - Providing project support to the project manager of the pension scheme. Show less



Regent Pensions Ltd

• Financial Services

• Data Analyst Technician

  • 2007 - 2009

  My roles included administrative support for a G60 qualified financial advisor, research & writing of suitability reports, providing technical support for business development, maintaining client contact (both inside and outside the industry). I obtained experience in a variety of pensions administration systems along with TVAS, a Transfer Value Analysis System which I regularly used to analyse Enhanced Transfer Values within Defined Benefit schemes. I also developed a number of technical calculators that were used on a daily basis. Show less