Description
Title: FTC - Associate - Retirements - GPS Delivery
Department: GPS Delivery - SIPP Perks Team
Location: Bengaluru
Reports To: Team Lead/Assistant Manager
Level: Grade 1
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Retirements - GPS Delivery team and feel like you’re part of something bigger.
About your team
Retirements - GPS Delivery team supports and maintains pension administration services for a wide range of corporate/retail clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.
GPS Retirements teams is AA rated process that handles Disinvestment requests and producing Retirement Projections for Workplace Investing/ Retail members and Financial Advisers.




Retirements - GPS Delivery team is responsible to process few key critical tasks :
Processing retirement disinvestments requests received from members/ trustees. Issuing both regulatory and non-regulatory packs to customers nearing retirement age. Conducting complex calculations, including Protected Tax-Free Cash (PTFC) and other tax-related computations essential to the retirement process. Setting up of SIPP Pension Accounts following transfer of drawdown assets. Facilitating the setup of Annuities outside FIL or within Fidelity, such as Guaranteed Lifetime Income for SIPP FAS clients. Monitoring web journeys and managing exception handling to ensure seamless customer experience. Performing reconciliation and generating control reports to uphold operational integrity. Addressing mailbox queries, audit requests, and issuing manual payment forms and letters. Recording perk crystallisation events, RTI tax submissions, and reporting tax charges and reportable events to HMRC. A

📌 Ftc Associate Retirements Gps Delivery Bengaluru
🏢 FRI FIL India Business and Research Services Private
📍 Bengaluru