The Lead Specialist plays a critical role in managing complex member and client queries, delivering high-quality benefit calculations, and ensuring compliance with pension scheme rules, regulatory requirements, and relevant legislation.

This position requires strong technical expertise in Defined Benefit (DB), Defined Contribution (DC), and Hybrid pension schemes, along with the ability to interpret and apply complex pension regulations accurately.

Candidates must have hands-on experience in UK Pensions, with solid expertise in Defined Benefit (DB). This is a mandatory requirement for the role.

Role & Responsibilities:
Technical Expertise & Case Management
Handle complex scheme member queries through letters, email, and telephone.
Develop a thorough understanding of scheme rules, benefits structure and governance.
Perform complex pensions calculations using automated and manual processes across a wide range of member and scheme events.
Process work in line with scheme rules, service standards, and internal procedures.
Quality Control & Peer Review




Conduct peer reviews of calculations and member communications completed by junior team members.
Ensure high accuracy standards, identify errors, and provide corrective guidance.
Monitor team progress using MI tools and highlight risks or delays.
Ensure complaints, errors and omissions are handled per agreed procedures and within timelines.
Client & Operations Manager Support
Support Client Directors with updates and issue resolution as needed.
Provide timely updates Operations Managers on delivery status.
Highlight risks, delays, or operational challenges with transparency.
Participate in process reviews and contribute to service improvement.
Support automation initiatives, error‑reduction efforts, and process standardization.
Work with managers to enhance Team capability.
Ensure adherence to SOPs, internal controls, and audit requirements.
Ensure all colleagues follow compliance, data security, and confidentiality gu

📌 Lead Specialist (Mumbai)
🏢 Aptia Group
📍 Mumbai