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Pensions Redress Calculation Analyst

£420 per day (inclusive of retainer)
Contract Leeds

Description

  • Validate data gathering and where needed obtain further information (if assumptions are not available)
  • Populate calculation pro forma ready for calculation into RECAL
  • Perform redress calculation, running required redress tool (RECAL)
  • Produce offer letters and appendices
  • Deal with customer queries and exception cases


Required skills and Experience

  • In depth knowledge of pensions
  • Experience undertaking Pensions calculations
  • Ability to work to high quality standard whilst ensuring productivity targets are met


Qualifications (not essential)

  • CII – R01, R02, R04, AF7 or CII – G60 or CII – AF3
  • CISI – PTPA (Pension Transfers & Planning Advice)
  • Institute of Actuaries / Faculty of Actuaries (Associate or Fellow)
  • PMI – Diploma in Regulated Retirement Advice
  • LiBF – Level 6 Pension Transfers PETR


Preferred skills and Alternative Experience

  • Compliance role relating to DB pension transfers

Your data and your privacy

TCC (“we”), as Data Controllers, are committed to safeguarding the security, privacy and integrity of the personal information that we process concerning our Associate or prospective Associate personnel. More information about how we handle your personal data and how we use this data in compliance with the EU General Data Protection Regulations (GDPR) can be found in our TCC Associates Privacy Policy.

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