About Us

We are excited to offer an opportunity for an experienced professional to manage a new third-party Pension Administration Team for the largest privately-owned Master Trust in the UK. This role involves utilising an advanced administration platform designed for high automation, operational efficiency and exceptional service to members, Trustees and the sponsor.

The Lewis Workplace Pension Trust is positioned for substantial growth, driven by cutting-edge technology that enhances efficiency and service quality. Consistent high-level investment performance continues to strengthen the Master Trust.

By joining our team, you'll be part of an innovative organisation committed to continuous improvement and excellence. Your contributions will directly influence the growth and success of the business, offering a fulfilling and impactful career opportunity.

This position would suit someone with has previous experience as a Pension Administration Manager and extensive knowledge of Master Trust and DC pension schemes.

Key Responsibilities

• Pension Administration Management: Oversee the Pension Administration function for The Lewis Workplace Pension Trust (TLWPT), ensuring full compliance with the Trust Deed and Rules, statutory requirements and service levels.
• Service Delivery: Manage overall workflow for the team, including workload allocation, prioritisation and ensuring delivery aligns with client expectations, legal timescales and service level agreements (SLAs).
• Compliance Oversight: Ensure adherence to applicable rules, legislation, regulatory guidance, PASA standards, TPR & HMRC reporting and industry best practices.
• Representation: Represent Lewis Pension Admin in meetings with internal teams, Trustees, regulatory bodies and third-party suppliers.
• Financial Oversight: Ensure financial transactions support the efficient administration of TLWPT.
• Operational Effectiveness: Continuously develop and refine systems and processes to optimise operational effectiveness and efficiency.
• Quality Assurance: Monitor service levels and quality standards, driving continuous improvement in service excellence.
• Reporting: Prepare and present MI reports for Trustees and fulfil regulatory reporting requirements.
• Annual Benefit Statements: Lead the process for issuing annual benefit statements.
• Audit Support: Assist with Trustee, AAF, and PASA audit processes, ensuring timely and accurate reporting.
• Team Leadership: Lead recruitment, training and supervision of administration staff, ensuring optimal team structure and resource utilisation to meet service and quality targets.
• Legislative Advice: Provide expert solutions to pensions queries and consultative advice. Stay up-to-date with changes in legislation, regulatory requirements and best practices.
• Meeting Participation: Actively participate in Trustee and other relevant meetings.
• Project Contribution: Contribute to key projects and initiatives within Lewis Pension Admin.

What You Will Need

• Experience dealing with DC and Master Trust pensions schemes
• Expert knowledge of pension administration activities and legislation.
• Previous supervisory, leadership and management experience.
• Working knowledge of asset reconciliation.
• Proficiency in MS Office Products such as Excel and Word (or similar).
• Strong organisational and time management skills.
• Excellent interpersonal and communication skills.
• A completed or in-progress Pension Management Institute qualification (desirable).

Career Growth

This role offers significant career growth opportunities. As Pension Administration Manager, you will:
• Lead a dynamic and growing team.
• Develop innovative systems and processes.
• Represent the administration function in strategic, high-level meetings.
• Play a key role in shaping the future of our pension administration team.

Your leadership will be instrumental to the team's success and evolution, opening pathways for future career advancement.

What We Offer
• 22 days holiday plus bank holidays (increasing to 26 days with service).
• Death in Service cover (x2 salary).
• Health Cash Plan for everyday medical needs.
• Exam support, including financial assistance for qualifications and study leave.
• Competitive salary, dependent on experience.

Join Us

If you're passionate about pension administration and eager to lead a dynamic team, we invite you to apply. Your expertise and leadership will be critical to driving the success of our Pension Administration Team.

Take this opportunity to shape the future of pension administration with us.

How to Apply

Please submit your CV to: kdarville@lewisinvestment.co.uk