Phoenix Group
Senior BPA Transition Manager
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Senior BPA Transition Manager
We're looking for a Senior BPA Transition Manager to join our Data / Transitions & Onboarding team. If you’re seeking a new challenge with an organisation committed to putting customers first, pursuing ambitious goals, and fostering collaboration, you’ll thrive here.
Job Type
Permanent
Location
Based in our London office with options to work from home and visit our office. We welcome flexible working arrangements, and we’ll discuss what suits you while balancing business needs.
Flexible working options available, including part-time, job-sharing, or other arrangements. Visit our flexible working policy here.
Salary & Benefits
Up to £90,000 (depending on experience) plus:
- Competitive bonus structure
- Private medical cover
- 38 days of annual leave
- Excellent pension scheme
- 12x-salary life assurance
- Career breaks
- Income protection
- 3 volunteer days per year
- More
Apply early for your chance—this advert closes after the set date.
About Us
We’re Standard Life, experts in retirement savings and income with a legacy of over 200 years. Our mission is to make retirement easier for everyone.
Today’s life is unpredictable. We provide our colleagues with flexibility and support so they can bring their best selves to work. In return, we expect curiosity, connection, accountability, and high standards.
The Role
We’re hiring a Senior BPA Transition Manager for our Annuity Client Services Team. Your core focus will be ensuring the safe onboarding of new BPA transactions while managing existing business efficiently.
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Key Responsibilities
You will act as the primary point of contact for BPA Trustee clients and their advisors, driving implementation projects and managing transition journeys from initial setup to buy-out.
- Plan & manage a seamless client-focused transition journey, supporting BPA Trustees and outsourced partners throughout onboarding and the path to buy-out.
- Manage complex schemes, including delivering presentations to Trustees and participating in client meetings to clarify the proposition.
- Provide real-time internal & external support to Trustees, administrators, and other third-party stakeholders.
- Deeply understand scheme data/benefits, becoming the go-to contact for all external communications.
- Own project plans, ensuring each scheme transitions efficiently & on schedule to buy-out.
- Collaborate closely with data analysts to validate data cleansing against project timelines.
- Identify issues early, coordinating with external administrators and outsourced providers to mitigate delays.
- Build & maintain strong stakeholder relationships (internal, external scheme administrators, Trustees).
- Generate detailed reporting for effective oversight and client engagement.
- Assist in preparing contracrual & policy documents at the point of buy-out.
- Ensure contractual compliance, meets deadlines, and maintains high standards.
- Support team development of Transition Managers, maintaining awareness of Standard Life’s proposition.
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Requirements & Qualification
- Strong technical knowledge of Bulk Purchase Annuities (BPAs) and Defined Benefit pensions, including hands-on experience guiding schemes through transition-to-buyout.
- Proven BPA transition expertise, including:
- New business pitches
- Interpreting pension data & documentation
- Active role in transition tasks
- Ability to analyze risks/issues across the transition timelines and propose actionable, data-driven solutions.
- Track record of performing stakeholder presentations, translating complex data into clear, digestible reports for decision-makers.
- Experience in project/change environments, coordinating internal/external partners, and working within outsourced administration.
- Skills in stakeholder engagement, cultivating relationships with clients, trustees, and third parties; proactive learning mindset.
Diversity & Inclusion
We’re committed to recruiting from all backgrounds. If your experience differs from typical role expectations but you feel you’d add value, we encourage your application.
Need accommodation assistance? Please inform us—we’re here to help you perform at your best.
Next Steps
Reviewing applications now—apply early to secure your interview.
Find out more:
- Candidate Guide: Standard Life Guide for Candidates
- Talk to Our Team: Ask Us Anything
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