Susan Caroline Edmondson
Timperley,Cheshire
Summary
I am an experienced Senior Pensions Administrator with extensive experience in managing pension schemes, ensuring all aspects of administrative work are completed effectively with exceptional customer service ensuring the best experience for the members.
I possess strong communication skills to enhance not only a positive experience for members but with team members to ensure a better understanding of working practice.
Committed to mentoring junior team members to promote knowledge sharing and professional growth.
Overview
41
41
years of professional experience
Work history
Senior Pensions Administrator
Broadstone Corporate Benefits Ltd
Manchester
2019.02 - Current
- Assisted with daily administration of various pension schemes.
- Managed pension scheme operations and confirmed accurate benefit calculations for retirement and death cases.
- Interpreted pension scheme rules to ensure compliance with benefit payments.
- Maintained client records while adhering to data security protocols.
- Updated member addresses and marital statuses to ensure record accuracy.
- Communicated with members and trustees regarding benefit information.
- Produced statements and documentation with high attention to detail.
- Explained benefits and processes to beneficiaries following member deaths.
- Prepared annual benefit statements to ensure clarity for members.
- Executed pension increases and communicated changes effectively.
- Coordinated with team members to ensure timely completion of tasks.
- Ensured smooth operation of schemes by organising cash flow.
- Communicated and promoted changes in working practise with team members.
- Stay abreast with regulations to comply with legalities and technical changes.
- Liaising with other departments within Company to achieve positive outcome of cases.
- Liaising with other team members to ensure efficient working practice.
- Delivery of scheme/member information to auditors on request, ensuring efficient processing of yearly accounts.
- Obtaining signatures of Trustees and Company employers where needed.
- Communication of AVC benefits to members.
- HMRC reporting, AFT, Event Reporting, tPR Scheme Returns and the new Pension Scheme Return
- IT Literate ( Excel, Word, Outlook, Power point, Teams)
Pensions Administrator
JLT Benefit Solutions Ltd
Manchester
2009.12 - 2019.02
- Assisted with day-to-day administration for pension schemes over an eight-month period.
- Processed pension increases, updating member records and issuing letters as required.
- Handled data loading for DB and DC renewals and ensured calculations were completed and checked.
- Issued benefit statements for DB and DC schemes after thorough calculations.
- Completed AA calculations and issued statements when necessary.
- Facilitated DB and DC valuations and HMRC reporting submissions within required timescales.
- Reviewed AVC statements received and ensured timely issuance to members.
- Conducted membership reconciliations for DB and DC schemes.
- Supported group risk renewals and managed PPF data.
- Performed minor commutation exercises and pension increase exchange exercises.
- Promoted to senior pensions administrator in April 2012.
Administrative Assistant
HSBC Actuaries and Consultants Ltd
Manchester
2002.08 - 2009.12
- Employed by HSBC Actuaries and Consultants as Administrative Assistant on a part time basis and was subsequently promoted to Administrator after two years.
- Initial duties involved
- Post handling, opening and distributing.
- General administration of Group Risk only client which involved adding new entrants, removing leavers, preparing renewal information for Insurers.
- General administration of DWP notifications for a most schemes.
- Helping other team members with large bulk requests.
- Administrator responsibilities included:
- Day to day administration for all of the schemes ensuring records kept up to date
- Processing of new entrants, leavers, transfers, retirements and deaths, all processed within the determined timescales.
- Contributions processing ensuring all received in accordance with regulations
- Renewal processing, from receipt of data to producing benefit statements.
- Cashflow analysis for all the schemes, monitoring the cashbook & reconciling the accounts, ensuring enough funds available, completion of investments/disinvestments, payment of invoices.
Data input clerk
Business Post
Trafford Park, Trafford
1998.01 - 2002.01
- Assisted with data input for collection and distribution of parcels.
- Supported evening operations for courier services on a weekly basis.
- Facilitated efficient processing of delivery information.
Counter Assistant
Post Office Counters Limited (POCL)
Stretford , Manchester
1987.01 - 1997.01
- Assisted customers with payments for various DWP benefits.
- Processed receipts for utility bills accurately.
- Ensured correct completion of forms by customers.
- Ensured cash balance completed weekly and accurately
- Dealing with large amounts of cash on a daily basis
Post Office Clerk/ Shop Assistant
Local Sub Post Office
Urmston , Manchester
1985.01 - 1987.01
- Assisted customers by addressing inquiries and processing transactions swiftly.
- Handled cash transactions with precision and care.
- Maintained stock levels and ensured shop cleanliness to improve customer experience.
- Oversaw daily shop operations to support smooth business activities.
Education
Certificate - Pension Essentials (CPE)
Pensions Management Institute
Diploma - Pensions Certificate (DPC)
Pensions Management Institute
GCSEs - Accounting ( ACC)
South Trafford College
Preliminary Certificate - AAT
North Trafford College
5 - GCSES
Urmston Grammar School for Girls
1984.05 - 1984.06
Skills
- Administrative duties execution
- Email writing
- Bank account management
- Employee training
- Benefit calculations
- Transaction recording
- HMRC regulations knowledge
- Pensions regulations expertise
- Spreadsheet proficiency
- Deadline orientation
- Microsoft Office suite
- Regulatory compliance
- Database management
- Pension calculations
- Record-keeping practices
- Annual benefit statement production
- Telephone etiquette
- Client relations and customer service
- Communication skills
- General administration tasks
- Accounts reconciliation
- Knowledge of GDPR regulations
INTERESTS
Always enjoyed aerobics, swimming and keeping myself fit and healthy. I love music, all kinds. I have a passion for Rock and Roll and the music of the 50’s and 60’s and regularly attend dancing events.
Affiliations
Music
Theatre
Dancing
Aerobics
Knitting/Crafts
Timeline
Senior Pensions Administrator
Broadstone Corporate Benefits Ltd
2019.02 - Current
Pensions Administrator
JLT Benefit Solutions Ltd
2009.12 - 2019.02
Administrative Assistant
HSBC Actuaries and Consultants Ltd
2002.08 - 2009.12
Data input clerk
Business Post
1998.01 - 2002.01
Counter Assistant
Post Office Counters Limited (POCL)
1987.01 - 1997.01
Post Office Clerk/ Shop Assistant
Local Sub Post Office
1985.01 - 1987.01
5 - GCSES
Urmston Grammar School for Girls
1984.05 - 1984.06
Certificate - Pension Essentials (CPE)
Pensions Management Institute
Diploma - Pensions Certificate (DPC)
Pensions Management Institute
GCSEs - Accounting ( ACC)
South Trafford College
Preliminary Certificate - AAT
North Trafford College