Benefit calculations, either by a manual calculation, using a proforma and by using the relevant pension's administration system calculation routine
Working through relevant checklists for each individual case and following procedures
Understanding that appropriate authorisation is required before releasing information
Preparing bulk mailings of annual newsletters, pension increases etc.
Communicating with members and other third parties
Gaining and applying knowledge of clients through day to day work, speaking with colleagues and partners and referring to the scheme's administration guide and specific notes
Being aware of what is scheme specific and not necessarily applicable for all schemes
Ensuring compliance with LCP procedures when completing cases