Pensions Officer - St Helens, United Kingdom - St Helens and Knowsley Teaching Hospitals NHS Trust

Tom O´Connor

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Tom O´Connor

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Part time
Description

The post holder will ensure accurate information is provided to NHS Pensions/NEST, and other workplace pension schemes promptly and courteously resolving any queries.


Key outcomes will be to:

  • Ensure pension contributions are correctly processed within strict and tight specified deadlines under pressure. Maintain pensionrelated records for payments or deductions and where appropriate process complex manual calculations based on the above. Process optout and refund documentation related to NHS Pensions accurately and within strict deadlines.


Interpret both National (AfC), M&D and local Terms and Conditions of Service surrounding pensionable pay and refer any unknown or ambiguous areas and discuss with Pension Team Leader.

Process the monthly/weekly Auto Enrolment duties without supervision.

Working independently to provide pension estimates for Age, ARER, death in service benefits, Redundancy, and including employers costs where applicable.

Providing guidance on purchase of ERRBO, Additional Purchase of Pension within the NHS Pension regulations.

Independently processing all retirement benefits including age, ill health, redundancy, ARER, death benefits and injury benefits. Investigate and resolve members enquiries regarding Special Class Status. Calculate MARS entitlement payments in accordance with national framework and local client MARS policies. Oversee administration of pension contributions recovery in respect of lead Employer Trainees undertaking periods of Out of Programme (OOP).

Update and maintain a carry forward and brought forward procedures for administration of Year End Record Interface updates. Provide information to the Pension Team Leader when necessary to enable the reconciliation of the pension records.

Ensure pension information is clearly explained to employees and enquiries from employees are handled courteously and confidentially within agreed Departmental standards / response times.

Ensure that queries relating to external agencies are dealt with promptly, courteously and effectively.

Maintain confidentiality and security of information at all times.

Identify discrepancies, unusual features or queries at any point in the process and either resolve or refer to the appropriate officer for action.

Undertake presentations at Trust inductions and pre-retirement courses providing basic NHS Pension/ Auto Enrolment information.

Establish and maintain effective working relationships with other individuals of the Directorate, other officers of the Trust, colleagues from the NHS Executive, NHS Pensions and officers from other agencies to ensure the delivery of a professional service focused on achieving a high level of customer satisfaction Effectively liaise with agencies and statutory bodies on all matters relating to the pension functions.


Provide Clarification of interpretation of HMRC regulations regarding Pension Lifetime Allowance and Annual Allowance regulations and inform the member accordingly.

Effectively liaise with Finance colleagues on all matters relating to the workplace pension schemes. Co-ordinate with Finance Leads on the production of information required to complete the annual Greenbury Returns.

Respond promptly and courteously to all correspondence and enquiries from individuals, statutory bodies and requests for information from NHS Pensions/NEST, or other appropriate organisations.

Participate effectively and promptly in the provision and analysis of accurate statistical and management information. Advise managers and staff on local and national regulations, completion of pension documentation and employees pension membership.

Provide information and, if appropriate, advice to employees on all matters related to pension contributions and the NHS Pension Scheme, accurately, promptly and courteously.

ADMINISTRATIVE RESPONSIBILITIES Ensure all documentation is filed in accordance with departmental procedures and that stored material is in good condition and readily retrievable to respond to queries and for audit purposes.


Participate in pension record processing ensuring timescales are met, the Trusts policies and procedures are followed and all information is accurate and up-to-date.


Key outcomes will be to:

  • Complete pension record processing within the necessary timescales and in accordance with internal/external pension procedures. To be fully conversant with the effective utilisation of the NHS Pensions Online system, including data entry, system navigation and report generation. Validate all output from the monthly pension interface process to ensure all employees records have been updated.
TRAINING RESPONSBILITIES Maintain own compliance with the Trusts mandatory and statutory training requirements. Demonstrate activities in own area to new staff to support induction training. Deal with escalated queries from Pension Administrators. Develop skills and competencies of self through training and development activities, ensuring that progress is maintained an

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