
Award‑winning pensions systems and data professional with strong knowledge of defined‑benefit (DB) pension schemes and formally trained across both DB and defined‑contribution (DC) arrangements. Experienced in supporting the administration of large, complex pension schemes, specialising in pensions systems, data quality, reporting, and digital transformation. Proven track record of delivering online services, improving operational efficiency, and supporting actuarial and regulatory requirements. Highly experienced in working with complex pension platforms, resolving system and data issues, and partnering with stakeholders and software providers to deliver reliable, scalable solutions.
-Delivered systems, reporting, and data solutions supporting the administration of a large defined‑benefit pension scheme.
-Designed and maintained operational and management reporting, including KPIs, backlog monitoring, and performance dashboards used by senior leadership.
-Led data quality and data remediation work, improving accuracy, consistency, and reliability of pension records, reporting, and reconciliation for statutory disclosures and valuation exercises.
-Lead in digital transformation initiatives, replacing manual pension processes with secure online workflows for retirements and refunds.
-Acted as a pensions systems subject‑matter expert, troubleshooting complex system and data issues and working with third‑party software providers to resolve defects.
-Implemented process improvements and automation, including reporting enhancements and a continuous improvement platform to reduce manual effort and operational risk.
-Created bespoke business software, including a Point-of-Sale system and time management platform, streamlining operations and strengthening professional brand presence.
-Delivered market insights and competitor analysis, driving strategic growth and increasing brand visibility and customer engagement
-Collaborated with vendors to resolve compatibility and integration challenges, ensuring seamless product performance.
-Evaluated and improved existing software and processes, and developed detailed technical documentation to support future reference and streamline training initiatives
Pensions Systems & Administration
-Defined benefit pension administration
-Pensions system configuration & workflows
-Pension calculations support (retirements, refunds, ABS, CARE)
-Regulatory and actuarial data support
Data, Reporting & Analysis
-Management information (MI) & KPI reporting
-Data quality, validation & remediation
-Operational and performance dashboards
-Reporting for audit and regulatory purposes
Digital Transformation & Process Improvement
-Digitalisation of pension processes
-Process mapping & workflow optimisation
-Automation of manual reporting processes
-AI implementation
Systems & Technical Skills
-Pensions administration systems (eg Altair / similar platforms)
-Business intelligence & reporting tools
-Advanced Excel (data analysis, reconciliation, reporting, complex formulas, Macros)
-Incident investigation & root‑cause analysis