Head of Transitions - Onboarding Defined Benefit Pension Schemes

Location: Reigate or London (Hybrid - 50%) Contract: Permanent Hours: 35 hours

Purpose

The role is responsible for managing post-transaction services, including all aspects of transitions from contract signing to full data approval and handover. This includes true up, onboarding, and implementation.

Key objectives:

• Lead the transaction team ensuring continual development of our proposition and capacity to support new business (large and small schemes).
• Manage the flow of scheme transitions with a focus on optimal outcomes for both business and customers.
• Escalate issues appropriately and maintain excellent stakeholder management throughout processes.

The role holder will:

• Collaborate with our Employee Benefit Consultants (EBCs) to ensure clear alignment with processes/procedures.
• Manage escalations and feedback to drive continuous improvement.
• Work with teams to agree processes and timelines with trustees and internal stakeholders, delivering on client commitments.

About Just

We help people achieve a better later life. Our customers deserve an retirement they can enjoy through award-winning products and services. Our team of 1,400 diverse colleagues puts customers at the heart of everything we do.

This is an exciting time to join us as we grow to become the UK’s most loved retirement expert.

Key Responsibilities

• Leadership: Manage the overall transaction team—direct team compliance to meet customer needs, and allocate workloads effectively.
• Stakeholder Engagement: Collaborate with Head of Post-Transaction Services to deliver best-in-class service to trustees, EBCs, and interested parties.
• Compliance & Quality Assurance: Ensure adequate vetting, sign-offs, and processes for accurate data onboarding to deliver member benefits.
• Point of Contact for Commercial Team: Address transactional queries, client questions, ensuring proper support availability.
• Relationship Management: Build/maintain relationships with EBC customers and act as the escalation point for issues—keeps stakeholders updated internally.
• Support: Provide guidance to commercial teams for micros/competitive meetings, insurer placements, and RFIs.
• Project Management: Oversee transitions until final premium settlements, ensuring trustee satisfaction throughout the process.
• Delayed Projects: Review data cleanse extensions for projects running behind scheduled timelines.
• Team Development: Motivate, engage, and provide progression opportunities to support professional growth.
• Technical Collaboration: Work with development teams to define scope and SMEs, ensuring transition teams leverage new technologies.
• Reporting: Provide accurate and timely MI for internal committees.