BATH & NORTH EAST SOMERSET COUNCIL
POST TITLE: TEAM LEADER – PENSION BENEFITS POST NO:
20492A Team A
20492B Team B
20492 Team C
GRADE: L (247 points)
RESPONSIBLE TO: PENSION BENEFITS MANAGER
STAFF REPORTING: FOUR– 2 PENSIONS OFFICERS,
2 ASSISTANT PENSIONS OFFICERS
EFFECTIVE DATE: I APRIL 2002
1. PURPOSE OF JOB.
Achieve an efficient and effective service for an allocated portfolio of participating
employers (approx. 20) in the Avon Pension Fund (APF) and be responsible for all
aspects of calculating and providing pension benefits for their members (currently
over 10,000 actives).
Direct, organise and manage the application by the Benefits Team of the Local
Government Pension Scheme (LGPS) Regulations on behalf of the Participating
Employers (Local Authorities, Admitted Bodies and Scheduled Bodies) in APF.
Similar duties exist for 750 members of the Fire-fighters Pension Scheme (FPS).
To give advice and provide information to individuals, groups of staff,
employers/admitted bodies and trade unions on all matters relating to the LGPS and
2. PRINCIPAL DUTIES AND RESPONSIBILITIES
1. Organise the work of the benefits team ensuring correct interpretation of complex
LGPS Regulations in the calculation of members’ benefits and give guidance to both
employees and employers participating in the Fund.
2. To undertake and ensure completion and accuracy of calculations which require
detailed knowledge of procedures and complex regulations. These will include
redundancy, efficiency, death cases and spouses benefits calculations. Authorise
payment of benefits up to a cash value of £25,000 per case).
3. Be the focal point for provision of information to employers’ staff. Provide training
and guidance to them on any aspect of the Regulations or administrative process.
Maintain effective working relationships with their key Personnel and Payroll staff.
4. Provide advice and training to the employers’ staff on their responsibilities for the
provision of information to allow the proper administration of the Avon Pension Fund
and to contribute to the employers’ manual.
5. Ensure timely provision of specialist pension information to solicitors in respect of
pending divorce proceedings and insurance claims within strict legal deadlines
6. Prepare and provide information for the DSS and Inland Revenue to enable
calculation of contracting out and tax liabilities. Arrange and authorise the payment
of the all sums required in accordance with current legislation.
7. Respond to members’ enquiries on purchasing additional benefits in the Avon
Pension Fund and provide information and non-financial advice on:
the payment of AVCs - obtain and provide detailed information in conjunction
with the in-house AVC provider on projected AVC benefits. Implement and
monitor procedures to ensure that AVCs are invested within contracted dates.
the purchase of Added Years, including estimates of cost.
Conversion of AVC funds into service credits in the LGPS.
8. In cases of severe ill health, visit members at home if required and give confidential
and compassionate pensions advice.
9. Make presentations to members, employers and councillors on various aspects of
the Local Government Pension Scheme. Participate in regular meetings with unitary
authorities and with education authority representatives to advise the effect of
changes in the Local Government Regulations and to receive and act upon
feedback on the standard of service provided to them.
10. Keep up to date on the changes in legislation affecting members’ pensions (such as
the introduction of Partners Pensions, Pensions and Divorce, Stakeholder Pensions,
Councillors Pensions) and their implications for members of the LGPS and FPS
Provide advice to members as required.
1. Plan and continuously monitor the work of the team to maximise efficiency and
ensure the level of service is within the guidelines set out in Service Level
Agreements. Interpret the Regulations governing the Local Government, Fire-
fighters’ scheme and other relevant legislation and to ensure working practices are
updated to incorporate any changes. Review work of the other benefits team, if
2. Contribute to the continued development of the service, in particular, the delivery of
service plan targets, efficient use of systems and the implementation of a call
3. In accordance with the Service Level/Partnership Agreements, set up and attend
quarterly meetings with employers’ senior representatives to review the
performance of each partner. To identify and resolve any local issues/problems and
continually seek ways of mutually increasing work efficiency to provide an improved
and more effective service.
4. Monitor work prepared by team members to ensure that the correct procedures are
being followed and that all regulations are complied with. Review the calculations
undertaken by the benefits team Authorise all new pensions coming into payment
and lump sums up to a cash value of £25,000 per case.
5. Promote and support the development of effective team working, ensuring that
team members are both trained and motivated and have the opportunity to
maximise and develop personal potential within the Council’s service aims and
policies. Carry out annual appraisals of reporting staff.
6. Recruit, develop and train staff in any new procedures and requirements that are
introduced by the relevant Regulations. Provide team members with Council
information following the issue of monthly Core and Local Briefs..
7. Take on any other work allocated by the Pension Benefits Manager or Pensions
Manager commensurate with the Grade.
8. To deputise for the Pensions Benefit Manager, other team leaders and organise
the work of that team in their absence.
3. QUALIFICATIONS AND EXPERIENCE.
1. Educated to degree level or able to demonstrate substantial experience in this field
at a senior level, preferably holding or studying for a relevant qualification in
pensions, such as the Pensions Management Institute.
2. At least 5 years experience in pension administration with at least 3 years at a
3. Knowledge of the Local Government Pension Scheme Regulations or an in depth
understanding and significant working experience of final salary schemes. A
working knowledge of relevant legislation including Inland Revenue Rules and DSS
Regulations is essential.
4. The ability to successfully lead and motivate a multifunctional pension benefits
team. Excellent inter-personal skills with the ability to work well under pressure
5. Experience of working with Lynx Heywood AXIS Pension Software desirable.
There are 3 benefit teams which administer the pension benefits of over 30,000 active
members of the Avon Pension Fund for more than 60 diverse employing bodies
(including 4 unitary bodies, education and other admitted bodies).; in addition, it also
deals with all aspects of the Fire-fighters Pension Scheme for fire-fighters in the Avon
Avon Pension Fund
Size of Fund £1.51 billion
Employing Bodies 60+
Total Income & Expenditure
Contribution Income £56 million
Pensions in Payment £61 million
Lump Sums & Death Grants £ 7million
Transfers In £10 million
Transfers Out £ 8 million
Firefighters’ Pension Scheme
Actives and Deferreds 728
Annual Payments £4.7 million
DATE EFFECTIVE: 31.03.2002