May 2008 — Present
SIPP (Self Invested Personal Pension)
As an administrator my role was to process income payments for pension, calculate and apply charges to policies.
Investigate historical policy, IT and system issues and provide resolutions.
Ad hoc and complex pension queries, requesting Investment Fund Disinvestments
Training staff new starters and existing staff, Ensuring process guides are accurate and up to date
Contact with Financial advisers, clients and the HMRC