Transition Manager - Pensions
We are seeking a Transition Manager to lead the successful delivery of buy‑in and buy‑out pension scheme transitions. This role is critical in ensuring the effective implementation of new business, managing portfolios of varying complexity, and maintaining high standards of customer service for PIC policyholders.
The role works closely with internal teams and external stakeholders to deliver seamless transitions, applying technical expertise, strong project management capability, and commercial judgement to achieve positive business and customer outcomes.
Responsibilities
Lead end‑to‑end transition projects from inception to completion, ensuring delivery to time, budget and regulatory standards
Manage buy‑in and buy‑out pension portfolios of varying complexity, ensuring high levels of service to policyholders
Conduct detailed analysis of insurance contracts, scheme benefit data, and supporting documentation
Develop and deliver comprehensive transition plans, including risk assessment and mitigation strategies
Prepare high-quality project documentation, including project plans, status reports, action logs, and risk/issue logs
Deliver post‑implementation reviews and recommendations to improve quality and processes
Collaborate with internal stakeholders (Risk, Legal, Finance, Operations, Origination) to define scope, deliverables and project outcomes
Manage relationships with external stakeholders including Trustees, advisors and third‑party providers
Apply technical and market insight to assess impacts of portfolio changes on policyholders
Identify and support improvements to systems, processes and automation to enhance efficiency and outcomes
Contribute to maintaining PIC’s strong brand, reputation, and customer outcome focus
Accountabilities
Deliver transition projects aligned with PIC policies, governance and regulatory requirements
Own and manage project documentation, ensuring clarity, accuracy and suitability for different audiences
Analyse risks, issues and data to support effective decision-making and delivery
Build and maintain strong relationships with internal teams and external stakeholders
Continuously review and improve transition processes and controls
Take ownership of personal development across both technical and behavioural skills
Stay informed on industry trends, market developments and regulatory changes, sharing insights with the wider team
Personal Attributes
Collaborative and relationship-focused, able to work effectively across multiple stakeholders
Strong problem‑solver with the ability to apply critical thinking and judgement
Clear and structured communicator, able to present complex information in a simple way
Proactive and organised, with the ability to manage multiple priorities
Adaptable and positive, with a focus on continuous improvement
Requirements
Knowledge
Good technical knowledge of transition projects in the insurance industry
Established knowledge of buy-in and buy-out pension schemes
Excellent knowledge of Transitions processes, policies and controls
Advanced knowledge of data analysis and interpretation
Knowledge of working in a regulated environment.
Skills
Strong organisational skills
Strong communication skills
Attention to detail
Analytical skills
Ability to persuade and influence both directly and indirectly
Project management skills
Ability to organize work to meet deadlines
Ability to work within defined procedures as recommended by functional teams
Commercial judgement
Good working knowledge of MS Excel, MS PowerPoint, MS Word.
Experience
Recognised qualification in project management, change management or strong employment record of pension administration
Experience in developing effective monitoring and quality control processes
Experience of delivering change management projects with minimal disruption/impact to customer service levels
Experience working in a corporate or consulting environment in a client facing capacity
Capable and willing to work towards achieving the relevant qualification to support career development
DEI at PIC
At PIC, we believe that true innovation stems from embracing diverse perspectives, backgrounds and experiences. We are committed to building a workplace where every individual, regardless of race, gender identity, sexual orientation, disability, age, religion, or socio-economic background, feels valued, heard and empowered to succeed. We hold ourselves accountable through ongoing initiatives, such as inclusive hiring practices, and equitable career development opportunities that support belonging and community. While we’re proud of our progress, we recognise there’s work ahead, and we remain dedicated to listening, learning and evolving together.
Benefits
In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.
The role works closely with internal teams and external stakeholders to deliver seamless transitions, applying technical expertise, strong project management capability, and commercial judgement to achieve positive business and customer outcomes.
Responsibilities
Lead end‑to‑end transition projects from inception to completion, ensuring delivery to time, budget and regulatory standards
Manage buy‑in and buy‑out pension portfolios of varying complexity, ensuring high levels of service to policyholders
Conduct detailed analysis of insurance contracts, scheme benefit data, and supporting documentation
Develop and deliver comprehensive transition plans, including risk assessment and mitigation strategies
Prepare high-quality project documentation, including project plans, status reports, action logs, and risk/issue logs
Deliver post‑implementation reviews and recommendations to improve quality and processes
Collaborate with internal stakeholders (Risk, Legal, Finance, Operations, Origination) to define scope, deliverables and project outcomes
Manage relationships with external stakeholders including Trustees, advisors and third‑party providers
Apply technical and market insight to assess impacts of portfolio changes on policyholders
Identify and support improvements to systems, processes and automation to enhance efficiency and outcomes
Contribute to maintaining PIC’s strong brand, reputation, and customer outcome focus
Accountabilities
Deliver transition projects aligned with PIC policies, governance and regulatory requirements
Own and manage project documentation, ensuring clarity, accuracy and suitability for different audiences
Analyse risks, issues and data to support effective decision-making and delivery
Build and maintain strong relationships with internal teams and external stakeholders
Continuously review and improve transition processes and controls
Take ownership of personal development across both technical and behavioural skills
Stay informed on industry trends, market developments and regulatory changes, sharing insights with the wider team
Personal Attributes
Collaborative and relationship-focused, able to work effectively across multiple stakeholders
Strong problem‑solver with the ability to apply critical thinking and judgement
Clear and structured communicator, able to present complex information in a simple way
Proactive and organised, with the ability to manage multiple priorities
Adaptable and positive, with a focus on continuous improvement
Requirements
Knowledge
Good technical knowledge of transition projects in the insurance industry
Established knowledge of buy-in and buy-out pension schemes
Excellent knowledge of Transitions processes, policies and controls
Advanced knowledge of data analysis and interpretation
Knowledge of working in a regulated environment.
Skills
Strong organisational skills
Strong communication skills
Attention to detail
Analytical skills
Ability to persuade and influence both directly and indirectly
Project management skills
Ability to organize work to meet deadlines
Ability to work within defined procedures as recommended by functional teams
Commercial judgement
Good working knowledge of MS Excel, MS PowerPoint, MS Word.
Experience
Recognised qualification in project management, change management or strong employment record of pension administration
Experience in developing effective monitoring and quality control processes
Experience of delivering change management projects with minimal disruption/impact to customer service levels
Experience working in a corporate or consulting environment in a client facing capacity
Capable and willing to work towards achieving the relevant qualification to support career development
DEI at PIC
At PIC, we believe that true innovation stems from embracing diverse perspectives, backgrounds and experiences. We are committed to building a workplace where every individual, regardless of race, gender identity, sexual orientation, disability, age, religion, or socio-economic background, feels valued, heard and empowered to succeed. We hold ourselves accountable through ongoing initiatives, such as inclusive hiring practices, and equitable career development opportunities that support belonging and community. While we’re proud of our progress, we recognise there’s work ahead, and we remain dedicated to listening, learning and evolving together.
Benefits
In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you will get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more.
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