Responsible for processing and client service activities relating to the range of retirement and post retirement products we administer within peregrine administration services

Technical oversight

Regulatory compliance - ensure systems and processes are compliant and understand regulatory rules and controls wrt to legal administration (compulsory product processing and events death, divorces, disability)

Work with the legal and compliance team to un-pack regulatory changes impacting legal administration and put into system and process

Attend /represent at internal governance and management forums e.g. trustees board for the retirement funds, PAS Manco

Work with processes and training to update key processes

Work with processes and training to keep the knowledge base up to date with regulatory and business rules related to legal administration.

Process management

Processing of death, disability, divorce order and maintenance claims as required.

Processing of retirement, pre-retirement and emigration withdrawals as

required.

Processing of transfers related to Retirement Funds and Living Annuities.

Processing of maintenance instructions including switches, change of details and Annuity Revaluations.

Resolution of complex cases

Apply or cancel relevant Tax Directive and ROT applications on ITax as and when required.

Complete manual ROT request and forms related to transfers.

Liaise with external Suppliers regarding transfers, withdrawals and claims from Retirement and Living Annuity Products within SLA.

Review and authorisation of the legal administration team cases.

Ensure all workflow items are actioned, i.e., processed or pended daily and clear notes updated on workflow system

Assist the operations team leader to manage legal administration operational risk by;

Case reviews

Review of workflow items near /over SLA

Review of pending cases

Review of key risk metrics like o/s ROTs and complaints

Relevant qualification or B Com degree, financial or business management

Min 5 years experience in LISP retirement products

Experience in section 50 / 37 R/A

Have technical oversight in terms of regulatory and governance.

Knowledge of financial services industry and products

Knowledge of retirement funds and life products