Working here is about being there for our customers; we’re available should the worst happen and we work together to enable social and financial equality across the UK.
But it’s also about you how you develop and what you can achieve. We’ll help your talent thrive in an environment where you’ll be supported to work flexibly and autonomously, sharing in our success and rewarded for a great performance with a generous benefits package.
With a team of around 500 people, Mature Savings look after existing pensions and investments - from dealing with customer enquiries, updating information and handling customer claims.
We also have a group of teams handling Communications, Product Literature, Project Management and training.
The role holder is a member of the Fund Governance Team (FGT) which has responsibility for ensuring that there are appropriate controls and oversight over the management of the LGAS unit linked funds.
The role holder will be responsible for managing fund information for the Mature Savings products to enable customers to make informed decisions on their investments.
Principal Accountabilities :
Production of fund information : Plan and manage the production and delivery of fund information such as Fund Factsheets, PRIIP KIDs and fund web pages for the funds available on our Mature Savings products.
This includes overseeing the transfer of data to our third party suppliers, ensuring accuracy and timely delivery. Manging the production process for fund information documents, reviewing and providing sign off to ensure advisers and customer have accurate and up to date fund information to make informed decisions on their investments.
Manage fund changes : Manage changes to our funds, providing required fund information and fund data analysis for any changes which impact the Mature Savings funds as a result of corporate actions, charge reviews, fund closures / additions, market events and regulatory changes.
Support product teams with communication requirements. Liaising and managing key stakeholders to ensure the fund changes are implemented timely and accurately.
Manage the declaration of fund income distribution rates : Manage the half-yearly process for fund income distributions on our income paying funds.
Liaising and managing key stakeholders to ensure distribution rates are set, agreed and implemented effectively.
Third Party provider management : Proactively manage the third party suppliers e.g. FundsLibrary and KNEIP that the Fund Governance Team use for fund information documents, ensuring agreed service levels and targets are met in line with contractual expectations.
Be the main point of contact for all L&G stakeholders for issue resolutions between Legal & General and the third party suppliers.
Update, novate or terminate contracts where required.
Data vendor management : Build and maintain relationships with data vendors to ensure accuracy of any fund information data that is made available for our funds.
Fund Governance Team support : Provide support to other Fund Governance Team members and cover for repeatable and ad-hoc tasks where required.
Funds technical sign off : Provide ongoing fund support to marketing, distributions and operational areas. Including sign off of their material to agreed service level standards ensuring it is in line with relevant regulations, is clear, fair and not misleading, and supports the appropriate customer outcomes.
IMC qualification desirable.
Relevant experience of unit linked funds.
Direct knowledge / experience of Legal & General’s Mature Savings Life and Pension products is advantageous.
Extensive investment markets and fund knowledge.
Understanding of regulation and legislation for investments and funds.
Comprehensive understanding of how fund factsheets and KIDs are produced and used.
Ability to plan and organise, setting priorities accurately and meeting deadlines.
Ability to be decisive and show sound judgement, know when to escalate and thinking through the consequences of decisions.
Attention to detail and ability to use proof-reading skills review technical data to a high standard.
Ability to work in a team and with other parts of the business.
Strong interpersonal and communication skills.
Analysis and problem solving skills.
Influence and persuasion skills.
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you.
Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days' holiday (plus one day after two years), an annual supplement for private medical insurance, performance related bonuses, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.
For further information about the role, please contact Lynn Morriss, UK Resourcing Lead, at lynn.morriss landg.com