Pensions Manager

As a Pensions Manager, you will assist in managing the team within the Pensions department. In this dynamic role the responsibilities, as part of the team, will include but are not limited to the following:

Administration of all scheme types, including; international and domestic master trusts, group and personal/occupational pension schemes and QROPS/QNUPS
Administration of contributions and benefit payments
Facilitating and implementing new investments in both portfolios and unquoted companies
Managing GAD calculations for all SIPPS clients
Managing pension payments for all SIPPS clients
Annual tax returns for SIPPS
Training, management of and support for Pension Executives and Senior Pension Executives
Checking work prepared by Pension Executives and Senior Pension Executives
Prepare and submit VAT returns for SIPPS
Annual CRS & FATCA reporting
Property work – liaising with advocates/solicitors and estate agents regarding purchases, sales, leases and legal charges
Ensuring invoices addressed correctly and checking reimbursement expenses
Loans drafting loan agreements and extensions from templates, reviewing loan agreements drafted by third parties, review legal charge/security documentation
Deeds - drafting from both templates and in full where necessary
Interpreting and applying pension scheme rules and regulations
Trustee appointments and retirements
Amendments to pension scheme rules, implemented by either Deed or Resolution where required
Dealing with death cases of members and trustees
Pension transfers of individual benefits or whole schemes both in and out
Scheme dissolutions including fund remnant payments, deaths and transfers out
New client take-on process
Formations/establishments of new SIPPS
Bookkeeping of all pension scheme assets
Liaising directly with clients, trustees, investment managers, IFAâs and other third parties
Ad hoc projects


If you are looking for a challenging and fulfilling career with an established firm and have an extensive pension administration environment and experience of managing staff then we want to hear from you.

If you require further information please email atlapeople@atla.im