Pensions Manager

Marc Daniels
Maidenhead, UK
12 Jun 2019
19 Jun 2019
Contract Type
Full Time
Marc Daniels are excited to be working with a great company based in Maidenhead who are looking for a Pensions Manager to join their finance team.

  • Prepare draft agendas for trustee meetings, collate all papers, co-ordinate all advisers.
  • Act as Secretary to Corporate Trust
  • Produce minutes and follow up actions
  • Ensure governance of Scheme including business plan, risk register, budgets.
  • Complete annual returns, i.e., Regulator Scheme return and Office of National statistics return
  • Manage discretions with recommendations to Trustees
  • Support Trustees with training needs (arrange training with providers)
  • Manage the production of annual report and accounts
  • Co-ordinate and support the scheme administrators ensuring quality service
  • Liaise with the auditors, scheme actuary, and other third parties as required
  • Assist members with their enquiries
  • Manage the IDRP process and liaise with Ombudsman and legal advisers as required
  • Ensure GDPR documentation is up to date
  • Manage conflicts of interest and ensure regular review
  • Prepare and agree communications including Newsletters and various updates as needed
  • Review cash flow needs, determine dis-investment requirements
  • Co-ordinate activities to ensure production of triennial valuations including covenant updates and regulator engagement
  • Review and prepare invoices for settlement (monthly)
  • Periodic review of service providers
  • Review statutory and legislative changes to ensure trustee awareness and appropriate changes made to Scheme.
  • Keep monthly updates of asset values; fees; quotations and transfer values
  • Manage Projects
  • Provide Charitable Trust with bi-annual reports
  • Provide monthly analysis of pension fund running costs
  • Pension Scheme VAT return (monthly)
  • Coordinate supply of data for IAS19 purposes
  • Coordinate the annual renewal of the UK employee risk assurances
  • Secretary to governance committee of International Plan; supplying monthly data to insurers
  • Support for auto enrolment and management of the Worksave pension plan for UK employees
  • Monthly payroll and annual tax requirements

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