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Projects Transition Specialist
Projects Transition Specialist-August 2024
Redhill
Aug 14, 2025
About Projects Transition Specialist

  The purpose of this role is to deliver new client administration service installations and major projects for existing pensions administration clients within the Speciality community (Rothesay/OneDB/LifeSight). The successful candidate will play an essential role in leading high profile client projects from the initiation/sales phase through to completion and will typically act as the lead administration contact during the project delivery phase. They will ideally have a strong broad understanding of the various delivery streams across a pensions administration service and a strong background in final salary pensions administration or buy-ins and buy-outs. Money purchase knowledge is also an advantage. They will need to be able to co-ordinate and provide guidance across multiple workstreams and the ability to understand and explain complex issues.

  Hybrid or remote work styles availableThe Role

  Responsible for new Speciality client transition projects, being the key point of contact for the client, attending regular transition calls/meetings with the client and as required the ceding third party administrator

  Lead on the drafting of proformas for retirement and death calculations, including test packs and oversee the automation of these by the systems teams.

  Document procedures and establish controls for new clients during transition process ensuring that lessons learned from previous transitions are incorporated

  Work on ad hoc client chargeable projects as required

  Identify and efficiently resolve issues, putting forward solutions which will enable projects to be effectively delivered in accordance with client requirements

  Gain a good understanding of the Outsourcing administration business, service initiatives and project delivery impact on profitability

  The Requirements

  A competent and experienced user of Excel

  Record of identifying opportunities for improvement with subsequent delivery

  Concise and confident communicator of project governance aspects and issues – covering both verbal and written skills

  Self-starter who takes responsibility for the delivery of the work allocated to them

  Highly organized, motivated individual with excellent communication skills and strong team skills

  Previous experience in delivery of pensions administration services to clients and understanding of supporting processes and systems

  Experience of dealing with occupational pension schemes including DC, DB and hybrid arrangements or working on pensions projects would be advantageous

  Knowledge of occupational pension scheme buy ins and buy outs also an advantage

  At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

  We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

  At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

  Equal Opportunity Employer

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