Retirement Technical Specialist
hace 20 horas
Bristol
Location: London, Watford or Bristol Office Are you the right applicant for this opportunity Find out by reading through the role overview below. Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Job Summary: • Develop and deliver technical support: Responsibility for providing timely and accurate product/tax technical information and support to internal teams and change projects., • Provide specialist training: Delivery of technical training to internal stakeholders including design and preparation of key materials, presentations, etc., • Support management of technical documentation: Responsibility for maintaining key documents/forms including Policy Provisions, Scheme Rules, Application Forms, etc; and provide technical input to marketing collateral, campaign management, and online content. 1. Technical support for internal teams: • Act as product/tax technical lead for retirement queries to support decision-making on industry standards, product terms & conditions, product technical rules/guidelines, product technical documentation, product reviews, transaction guidelines, complex cases, GMP equalization queries, complaint handling, and tax treatment on the company, its customers, and other beneficiaries covering death claims, pensions in divorce, trusts, monies in, and monies out., • Lead review, interpretation, impact analysis, and delivery of guidance in respect of changes to technical standards and/or legislation impacting retirement product lines, including HMRC Pension Newsletters, HMRC Tax Manual, and Equity Release Council Product Standards., • Act as principal intermediary with HMRC to interpret requirements/ensure compliance with correct reporting and filing for retirement product lines (including Pensions Increase Orders/GMP Increase Orders, HMRC Event Reporting for accounting for tax, HMRC Band Reporting)., • Act as key point of contact with relevant tax authorities for tax treatment/queries in respect of income/benefit payments made to non-UK tax jurisdictions including Isle of Man, Jersey, and Guernsey 2. Technical support to change projects: • Act as product/tax technical lead on change projects impacting retirement product lines, including product developments/changes, annual changes to escalation rates, annual changes to tax year-end processes and documentation., • Support creation/validation of technical product requirements to deliver successful change and UAT to ensure requirements translated correctly., • Proactively develop and maintain productive relationships with key stakeholders to support identification and implementation of changes required to ensure technical compliance 3. Design and delivery of training to internal teams: • Delivery of technical training to internal stakeholders including design and preparation of key materials, presentations, etc., • Training on impact of new legislation, new technical standards, and new products/product changes/process changes. 4. Technical documentation: • Act as technical lead in management, review and approval in Aprimo of key documents/forms including Policy Provisions, Scheme Rules, Application Forms, etc., • Provide technical input/guidance to support creation and maintenance of marketing collateral, campaign management, and online content. 5. Support public policy team: • Excellent communication skills, • Self-motivated, engaging, good with people, with a keen eye for detail, • Demonstrate the ability to communicate complex technical information in a simple and understandable way, • Ability to understand, highlight and clearly articulate the opportunities arising from complex technical and legislative changes., • Ability to disseminate information from industry groups, UK Government, UK Regulators, UK and non-UK tax authorities, and to identify emerging opportunities, • Act as a specialist to encourage open and constructive relationship and help others develop skills to be effective, • Demonstrate the ability to coach, • Ability to write clear technical accurate reports/articles