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Phoenix Group

Life insurance group managing heritage books

Head of Pension Risk Transfer - PRT, Client Proposition

Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UK

About the Job

Requirements

  • A proven track record of building client servicing relationships for complex Pension Risk Transfer transactions.
  • Deep market expertise, strong analytical capability, and a thorough understanding of customer proposition.
  • Ability to build and strengthen relationships with trustees, consultants, and senior stakeholders.
  • Ability to resolve complex issues and influence strategic decisions.
  • Experience contributing to customer proposition strategy and long-term growth objectives.
  • Track record of delivering complex projects to demanding deadlines while maintaining quality, accuracy, and professionalism across diverse stakeholder groups.

Responsibilities

  • Ensure customers are central throughout the process, from initial prospecting through buyout.
  • Own and manage pre-sale and post-sale member and client servicing, including pitching the proposition, continuing post-sale client activity, and managing relationships with Employee Benefit Consultant buyout teams.
  • Own and be accountable for customer proposition strategy, translating client needs into servicing solutions and working closely with Client Services to ensure alignment and feasibility.
  • Determine a market-leading client experience using market and deal feedback and competitor insights.
  • Represent the customer proposition in the market through pitches, conferences, and thought leadership, building trusted relationships with trustees, Employee Benefit Consultants, and other market stakeholders.
  • Work with key internal stakeholders to ensure alignment across deal parameters and proposition offerings.

About the Company

Phoenix Group

Life insurance group managing heritage books

Phoenix Group handles both ongoing and closed life insurance and pensions businesses. Its open brands include SunLife and Standard Life, while its core strength lies in managing heritage (closed) books of business that are no longer open to new customers, providing administration and policy servicing for those portfolios. The company operates offices across the UK and has activities in Dublin and Frankfurt, giving it a broad geographic footprint. Its approach centers on maintaining long-standing policies and ensuring reliable service for customers, with a strong emphasis on being a good employer and community partner. Distinguishing factors include specialized expertise in closed books, scale across multiple markets, and a reputation as a top employer. The main goal is to look after colleagues, customers, and communities while delivering value from both open and heritage life and pension book administration.

Company size
51-200
Company stage
IPO
Headquarters
Abu Dhabi, United Arab Emirates
Founded
1782

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