Senior Pension Administrator

Barnett Waddingham
21 Feb 2018
28 Feb 2018
Job Type
Contract Type


Barnett Waddingham is a partner-led business which prides itself in providing straightforward and well communicated pensions advice. This philosophy means that we are dependent on talented and well trained employees who enjoy working in a closely knit and friendly organisation. Our growth has been significant since our creation in 1989. We aim to continue this growth by recruiting people who share in Barnett Waddingham's values.

The Pension Administration Business was established in 1993. Our core business is the provision of services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance - and we will do this as a stand-alone "admin-only" appointment or in conjunction with services provided by other Barnett Waddingham Practice Areas. The services are provided from all of our UK offices and include:

  • Benefit administration
  • Pensioner payroll
  • Administration consulting services
  • Scheme governance and trustee secretarial
  • Bespoke one off projects
  • Cash handling and preparing draft accounts
  • PPF assessment administration services
  • Data audits and data cleansing
  • Specialist roles (secondments, expert witness)
  • Support for trustees and in-house personnel

Reporting Lines

This role reports into a Pension Administration Team Leader or Associate, as agreed.


Client Management
  • Manage a portfolio of clients
  • Manage projects to ensure all deadlines and budgets are met
  • Check manual and computer generated benefit calculations and related correspondence for accuracy
  • Check updates to the member database and computer generated benefit calculations and related correspondence
  • Communicate with clients, their members and advisers
  • Undertake a proactive client facing role, attending client meetings
  • Assist with promoting our administration services and systems to existing and potential new clients
  • Check cash handling functions, liaising with the bank and investment managers as appropriate
  • Check client pensioner payrolls, including calculation of net pay, arranging payments, liaison with tax offices and preparation of year end returns
  • Liaise with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner
  • Prepare and check annual benefit statements (not applicable for PPF schemes)
  • Take responsibility for ensuring the completion of the annual report and accounts within agreed timescales
  • Read, research and understand documentation relating to each scheme (e.g. deeds)
  • Check work of other team members, ensuring accuracy and compliance with scheme rules, procedures and legislation
  • Ensure that any customer concerns or complaints are dealt with correctly and raised with the appropriate reporting Partner immediately
  • Perform consultancy and trustee secretarial duties, project based and committee work, as agreed
  • Maintain a clear understanding of how the PPF operates and the nature and type of compensation (specific for PPF Administration)
  • Adhere to specific targets, check calculations and tasks involved in working on PPF schemes, and respond to the need for a rapid turnaround of work (specific for PPF Administration)
  • Build strong, effective client and team relationships, in particular with Independent Trustees and the PPF (specific for PPF Administration)
  • Support, implement and maintain Information Security procedures and activities in accordance to Barnett Waddingham's Information Security Policy, and other Barnett Waddingham accreditations and awards
  • Any other reasonable tasks as advised from time to time
Team Management
  • Deputise for the team leader as agreed
  • Delegate where appropriate while retaining accountability
  • Support effective team working
  • Encourage the team to look for efficiency gains
Staff Management
  • Provide constructive feedback for others in order to improve their understanding, knowledge and support the development of the individual by coaching and training

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role


Professionalism: How you conduct yourself at work; aspects include; your personal credibility; your personal approach to change; how you demonstrate commitment and enthusiasm and your approach to communication

Delivering Results and Continuous Improvement: How you undertake the detail of the job; aspects include; your problem solving skills; your analytical skills, your ability to planning and organise work, your work approach to continuous improvement/ innovation and the clarity and efficiency of communication

Working with Clients: How you work with internal and external clients; aspects include; how you work with, manage and support your clients; how you demonstrate excellent client service; how you develop business; how you demonstrate commercial awareness and how you communicate with clients

Team Work & Leadership: How you support others effectively; aspects include: how you work within your team; how you lead, support and guide colleagues and how you communicate with each other to achieve successful outcomes.

Key Deliverables (Objectives)

  • Client satisfaction
  • Supports strong effective client and team relationships
  • Identifies opportunities to implement efficiencies and supports change
  • Attends internal and external events to build business relationships
  • Identifies and reports business opportunities
  • Excellent time management skills


  • GCSE/A levels are required. A relevant degree, Certificate in Pension Calculations or progress with other PMI examinations is desirable together with experience appropriate for the role in pension administration.
  • A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook.