Sarah Louise Meadows
Pucklechurch
Summary
Detail-oriented Policy Tax Advisor specialising in HMRC reporting and tax compliance. Oversaw increased responsibilities following a colleague's retirement, ensuring timely tax submissions and adherence to regulatory deadlines. Collaborated effectively with internal teams and external partners, fostering strong relationships and delivering training to enhance team capabilities.
Overview
38
38
years of professional experience
Work History
Technical Controls Administrator
Aviva
08.1988 - Current
- I started on 1 August 1988 on the pensions documentation team which provided documentation in Deeds of Appointment for Trustees, Changes of Employer & scheme name for schemes. Reported schemes to HMRC via paper forms to meet 5 April deadlines, provided contracted out documentation & provided support to administration teams.
- I subsequently moved to a Team where we would submit Pension Scheme Returns (PSR) for all schemes which has a 31 January annual deadline, submitted Scheme Event Reports (SER) with a 31 January annual deadline & Accounting for Tax (AFT) events to HMRC with quarterly deadlines.
- Completed scheme returns and paid levies to pension regulator and Financial Reporting Council, maintaining adherence to regulatory deadlines.
- I perform reconciliation work for AFT’s & help Offshore policyholder tax locate monies.
- Vetted and issued scheme pays forms for members to ensure accurate processing.
- I create HMRC current scheme detail screen prints for various teams within Aviva to allow for effective scheme transfers.
- Provided technical advice and support to administration teams, enhancing understanding of pension processes and compliance.
- I have worked with Laura Baker in policyholder tax for numerous years always discussing ways to improve AFT process. We are now in the process of getting all events added to Aviva world to streamline the process except for the 3rd party Diligenta.
- I worked with Vicky Harris in Pensions Technical Team reviewing the Pension Savings Statements (PSS) statements to ensure that we eliminate the number of Customer queries by phone/email making the statements clearer and easier to understand.
- Took control of 2025 Pension Scheme Returns (PSR) reported via HMRC MPS system after transition from third-party E-Filing database, ensuring compliance with reporting requirements.
- I notify HMRC of any pension scheme amendments to data items such as name, trustee, administrator, principal employer changes and scheme wind-ups.
- Conducted regular audit work for My Money schemes to ensure compliance and accuracy.
- Seconded to a level C role in November 2024 to enhance operational efficiency.
- I recently took over as the Revenue Jersey representative and have now settled into the role after overcoming a few initial teething problems.
Education
O’level - English
GCSEs - Mathematics
Skills
- Pension reporting
- Compliance management
- Risk assessment
- Data reconciliation
- Technical writing
- iCare
- Workday
- Aviva Systems
- Norwich Mainframe Abacus
- BANCs
- Microsoft Word
- Excel
- Outlook
- Deadline management
- Problem solving
- Client management
- MS Excel
Custom
- Walking
- Watching sport
- Socialising
- Volunteer, Revel/Fete committee, 8 years, Organise fundraising events for annual Revel., Committee Member, Bristol Charity committee, 2025-01-01, Raise money for annual charity events., Parent School Governor, Pucklechurch Primary school, 5 years, Involved in the running of the school., Parent School Governor, Mangotsfield Secondary School, Involved in the running of the school.
Timeline
Technical Controls Administrator
Aviva
08.1988 - Current