Summary
Overview
Work history
Skills
Certification
Timeline
Generic

Gloria McDonald

Basingstoke,HAMPSHIRE

Summary

Accomplished professional with expertise in policy evaluation, stakeholder engagement, and regulatory assessment. Demonstrates strong capabilities in data analysis and reporting, project coordination, and risk management assessment. Skilled in technical writing, employee training design, and facilitating training sessions to enhance organisational effectiveness. Adept at issue resolution and ensuring compliance through comprehensive requirements for administration systems. Excels in verbal and written communication, with a focus on delivering impactful results that align with organisational goals.

Overview

40
40
years of professional experience
1
1
Certification

Work history

Pensions Technical Manager

Nest
London
07.2017 - 10.2025
  • Ensured compliance with new transfer legislation, resulting in a streamlined transfer out process.
    Facilitated stakeholder collaboration, adapting processes to align with the company's evolving risk appetite.
    Achieved legislative alignment through proactive adjustments to transfer processes.
  • Analysed pension scheme regulations to establish governance frameworks that integrate both defined contribution and master trust schemes, ensuring comprehensive compliance and risk management.
  • Designed and implemented an Excel-based worklog that provided comprehensive management information on team KPIs while facilitating identification of training needs across the organisation to mitigate legislative risks.
  • Conducted thorough analysis of regulatory frameworks, delivering best practice recommendations to reduce legislation breach risks and associated penalties.
  • Conducted thorough analysis of annual defined contribution scheme return data, discovering an error that led to a significant refund of £500,000.

Test Analyst

Capita
Reading, Berkshire
07.2015 - 02.2017
  • Conducted detailed analysis of business requirements and public sector scheme rules to design a robust testing tool ensuring legislative compliance.
  • Conducted comprehensive testing of all member scenarios to ensure quality assurance and reliability..
  • Collaborated with developers to enhance software quality through the identification and resolution of coding defects during testing phases.
  • Documented testing phases and identified defects to facilitate efficient collaboration with development teams for timely issue resolution.

Senior Pensions Administrator

Mercer Ltd
Chichester, West Sussex
09.2006 - 05.2015
  • Conducted data analysis of an existing client’s workplace defined contribution scheme to proactively address regulatory challenges, facilitating immediate client action to preserve compliance.
  • Directed client projects focusing on TPR regulatory changes and benefit statements to facilitate efficient delivery.
  • Drafted comprehensive trustee reports that analyse legislative impacts on various schemes while delivering actionable recommendations tailored to client needs.
  • Addressed queries from pension scheme members, offering comprehensive insights into benefits and utilising effective communication skills.

Various

Additional work history
01.1986 - 10.2005
  • Pensions administrator Safeways 09/2004 to 01/2005
  • Team Manager Winterthur Life 09/2000 to 06/2004
  • Pensions Technician Prudential 04/1996 to 08/2000
  • Pensions administrator HM Treasury 01/1986 to 03/1995

Skills

  • Policy evaluation
  • Stakeholder engagement
  • Requirements for administration systems
  • Data analysis and reporting
  • Facilitating training sessions
  • Risk management assessment
  • Project coordination
  • Technical writing expertise
  • Employee training design
  • Regulatory assessment
  • Issue resolution
  • Verbal and written communication

Certification

  • Certificate: FPC 1, Also Known As: CF1
  • Certificate: FPC 2, Also Known As: CF3, CF4
  • Certificate: FPC 3, Also Known As: CF5
  • Certificate: RPC, Also Known As: Retirement Provisions Certificate
  • Certificate: Data Protection Foundation and Practitioner

Timeline

Pensions Technical Manager

Nest
07.2017 - 10.2025

Test Analyst

Capita
07.2015 - 02.2017

Senior Pensions Administrator

Mercer Ltd
09.2006 - 05.2015

Various

Additional work history
01.1986 - 10.2005
Gloria McDonald