Legal & General Benefits Overview

Provide technical oversight of onboarding calculations team delivering manual Defined Benefit pension quotations and claims; act as SME on complex DB benefits and regulations; lead improvement projects, produce MI, support coaching and development, and collaborate with internal teams to ensure accurate operational outcomes.

Lead oversight of sovereign bond mandates, define risk appetites, monitor exposures and performance, contribute to Tactical Asset Allocation and cross-asset trading, build risk and performance metrics, draft governance papers, and collaborate with ALM, Asset Management and Operations to improve portfolio analytics and optimisation.

Manage pension transfer-out cases from review through authorisation preparation. Responsibilities include checking requests and supporting documents, processing cases according to procedures and regulations, accurately recording information, identifying missing details, communicating with customers and colleagues, and supporting fair customer outcomes. Full training is provided, with emphasis on attention to detail, clear written communication, computer confidence, organisation, and responsible handling of customer information.