This role is for a strong Pensions System and Oversight Lead who can deliver excellent BAU pension administration while also helping Morningstar maximise the value of DT Imago Admin. The successful candidate will combine technical SIPP experience with practical system knowledge, supporting Operations day to day and acting as a credible voice of Operations as Product, Change and Technology roll out future DT functionality.
About the Role
The Pensions System & Oversight Lead plays a key role in delivering high-quality pension administration services across the platform. Acting as a senior technical specialist, the role is responsible for managing complex SIPP cases, supporting colleague development, strengthening controls and improving service delivery.
A key feature of this role is the ability to work effectively with DT Imago. The individual does not need to have worked for Dunstan Thomas directly, but should have strong hands-on experience using the system and understand how it supports pension operations, client servicing, workflow management and control.
The role will work closely with the Platform Administration Manager, wider Operations teams and, where required, Product, Change and Technology colleagues. The successful candidate will help bridge BAU delivery and future platform enhancement by translating operational requirements into practical, scalable system/process solutions.
Key ResponsibilitiesTechnical & Operational Delivery
Manage end-to-end SIPP administration, ensuring accurate and timely processing of contributions, crystallisation, drawdown, transfers, closures, wind-ups, death benefits and divorce cases in line with regulatory requirements, internal controls and service standards.
Review and validate work completed by others, ensuring strong quality assurance, risk management and client outcome standards.
Act as an escalation point for complex pension queries, technical issues and operational exceptions.
DT Imago, Product & Change Support
Act as a knowledgeable DT Imago user within Operations, supporting colleagues with system navigation, best practice and practical troubleshooting.
Support testing, implementation and rollout of new DT Imago functionality within pensions operations.
Work with Product, Change and Technology teams to articulate operational requirements, identify system constraints and shape practical solutions.
Team Coordination & Development
Support the coordination and prioritisation of team workload, helping maintain productivity, service levels and clear ownership of tasks.
Provide guidance and technical support to junior team members on complex SIPP cases and DT-related workflows.
Contribute to a positive, high-performing team culture through coaching, practical support and consistent standards.
Process Improvement & Risk Management
Identify process inefficiencies, control gaps and recurring issues, proactively driving improvements while ensuring procedures and documentation remain current and aligned to best practice.
Support process improvements that enhance service quality, reduce operational risk, and make better use of system capability.
Take ownership of incidents, errors and breaches, supporting investigation, resolution and lessons learned.
Strong experience in SIPP or pensions administration within financial services, ideally in a platform environment Proven ability to manage complex pension cases across the full SIPP lifecycle, including transfers, BCEs, crystallisation, drawdown and wider retirement processing.
Practical experience using DT Imago or comparable pension administration technology, with the ability to apply system knowledge to BAU delivery and process improvement.
Strong understanding of HMRC and FCA regulatory requirements relating to pensions.
Strong attention to detail with a focus on quality, controls, risk mitigation and client outcomes.
Excellent communication and stakeholder engagement skills, with confidence working across Operations, Product, Change and Technology.
Ability to support, coach, and guide others in a team environment.
Bonus Target:
12.5% AnnualWe expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal EntitySkills Required
- Strong experience in SIPP or pensions administration within financial services
- Proven ability to manage complex pension cases across the full SIPP lifecycle (transfers, BCEs, crystallisation, drawdown, death benefits, divorce)
- Practical hands-on experience using DT Imago or comparable pension administration technology
- Strong understanding of HMRC and FCA regulatory requirements relating to pensions
- Strong attention to detail with focus on quality, controls, risk mitigation and client outcomes
- Excellent communication and stakeholder engagement skills
- Ability to support, coach, and guide junior team members
- Experience in a platform environment
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical every four years and flexible time off in North America provide substantial time away from work. A global minimum of six weeks’ paid caregiving leave further extends coverage for personal and family needs.
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Parental & Family Support — Paid parental leave sets a stated global minimum of 16 weeks for primary caregivers and up to eight weeks for secondary caregivers, with adoption assistance reimbursing eligible expenses. These policies are positioned as global standards that complement broader leave programs.
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Equity Value & Accessibility — Employees can convert a portion of bonuses or commissions into RSUs with an additional company match on the converted amount. Impact RSU awards in some cases add further upside tied to strong performance.
Morningstar Insights
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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