Pension Officer

Pension Officer Technical

Wirral MBC

£17.01ph

Job Description

• Determine entitlement and calculate member benefits, divorce/pension sharing orders, and transfer payments.
• Process pension options in line with HMRC tax legislation, including annual pension increase reviews and pension adjustments.
• Respond to complex technical queries relating to pension policy while meeting service performance targets.
• Calculate dependant benefits and death gratuities.
• Investigate and recover overpayments where appropriate, including requests for write-offs based on individual circumstances.
• Assess eligibility for pension commutation under LGPS de minimis and HMRC limits, including applicable taxation.
• Administer AVC (Additional Voluntary Contributions), APC (Additional Pension Contributions), ARC, and Added Years contracts.
• Process AVC conversions at retirement into service credits, annuities, and/or tax-free cash.

Financial and Employer Liaison

• Produce recharge accounts for employers relating to early retirement strain costs and compensatory added years.
• Liaise with Sundry Debtors and managers regarding invoice write-offs and payment holds.
• Maintain accurate pension account data and follow up outstanding employer documentation.

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Recruitment is done in line with safe recruitment practices. We are an equal opportunity agency