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I am a talented, creative and determined individual who is looking to continue with a challenging and rewarding career. Whilst undertaking a variety of pension related roles, I have demonstrated that I am not only a confident team player, but also have the ability to work on my own initiative. I have recently passed the Certificate in Pensions Auto Enrolment [PMI exam].• Project Management and overseeing the implementation of Flexible Benefits on an employee benefit platform.• Knowledge of Flexible Benefits and salary sacrifice arrangements• Knowledge of Defined Contribution, Final Salary and Mixed Benefit Pension Schemes. • Knowledge of Auto Enrolment• Problem Solving• Developing Solutions for businesses surrounding their pension arrangements• Proactive • Ability to work under pressure and to tight deadlines• Maintaining and building client relationships• Excel, Word and Powerpoint• Document Drafting
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Implementation ConsultantPib Employee Benefits Apr 2024 - PresentLondon Area, United KingdomMy responsibilities include;• Attending client kick off meetings and designing a scheme to suit client requirements for simple and complex schemes.• Full project management for a client including new launches, renewals and introducing new benefits and modules to the client’s benefit platform.• Dealing with Partners/ re-sellers and assisting them in the launch of benefits platforms.• Responsible for the You At Work hub/ IFA proposition assisting in enhancing the middleware and ensuring that the module is up to date • Creating development specs/ tasks for the DEV team to work on for AE middleware and other parts of the system.• Responsible for training direct clients, IFA’s and other partners on the system.• Knowledge of site branding and creating specific benefits offered by the client only. -
Implementation ConsultantBenefithut®️ From Youatwork May 2014 - Apr 2024Croydon, United KingdomMy responsibilities include;• Attending client kick off meetings and designing a scheme to suit client requirements for simple and complex schemes.• Full project management for a client including new launches, renewals and introducing new benefits and modules to the client’s benefit platform.• Dealing with Partners/ re-sellers and assisting them in the launch of benefits platforms.• Responsible for the You At Work hub/ IFA proposition assisting in enhancing the middleware and ensuring that the module is up to date • Creating development specs/ tasks for the DEV team to work on for AE middleware and other parts of the system.• Responsible for training direct clients, IFA’s and other partners on the system.• Knowledge of site branding and creating specific benefits offered by the client only. -
Implementation CoordinatorB&Ce (The Peoples Pension) Aug 2013 - May 2014CrawleyWorking as, an Implementation Coordinator for The Peoples Pension. My role was toassist, new and existing clients in setting up their auto enrolment pension scheme inaccordance with AE legislation and The Peoples Pension scheme parameters.I worked on a number of mini projects which involved dealing with queries from clients and third parties including financial advisers and payroll providers.Although my main responsibility is to assist with the scheme set up, my involvement also entailed being a trouble shooter, solving problems and educating the client on legislation and our data requirements. I also got involved in testing system upgrades. -
Technical ConsultantAlexander Forbes Dec 2006 - May 2013Croydon, United KingdomSpecialise is winding up occupational pension schemes. Hybrid and DC Schemes -
Technical ConsultantJlt Benefits Solutions Dec 2006 - May 2013Croydon, United KingdomSpecialist in winding up occupational pension schemes. Hybrid and DC SchemesResponsibilities are varied and include problem solving, project management, drafting template documentation, negotiating terms with providers and maintaining good relationships with stakeholders. Stakeholders include Sales Consultants, Trustees, Scheme Members, The Pension Regulator, Pension Protection Fund, HMRC, Pension Providers and external financial advisers. As well as project managing/ processing scheme wind-ups, I was also involved in loss calculations as a result of complaints either to Alexander Forbes or against a third party providerJLT Benefits Solutions have now completed their purchase of Alexander Forbes Consultants & Actuaries Ltd -
Client Relationship ManagerTransact Jun 2006 - Dec 2006Old Street, LondonI was a Client Services Manager at the first wrap provider to provide tax efficient investment portfolios for clients online. I was part of growing the customer base in order for it to become a recognised brand in the Financial Advisor market. This positions me at the middle of satisfying IFA, client demands and also in remaining compliant with FSA regulations.Duties included: • Researching new assets entering the investment industry• Providing documentation for financial advisers to assist in feasibility reports• Providing illustrations for financial advisers for client reviews• Processing daily investment trades • Loss calculations for clients which had transactions processed incorrectly• Assisting financial advisers where they had inadvertently delayed purchases or sales -
Annuities ConsultantMercer 2000 - 2006Croydon• Purchasing Annuities on behalf of the Scheme Trustees• Brokering the Open Market for the best annuity rate including enhanced rates• Drafting and providing formal recommendations to Trustees• Peer reviewing colleagues recommendations and ensuring these were compliant• Ensuring that the correct amount of Tax Free Cash was paid to the member according to the scheme rules• Ensuring that the monies were disinvested and transferred to the receiving provider by the specific deadline• Working within a team and ensuring that team and individual targets were met• Building and maintaining ongoing relationships with clients and providersPENSION REVIEW ADMINISTRATOR • Working within a Team tasked with excluding people from Pension mis-selling exercise• Data gathering and data analysis of pension schemes• Built up knowledge of non-joiners, opt-outs and transfer cases. -
Financial AdviserBritannic Assurance Jan 1999 - Sep 2000• Maintaining the existing client base and developing new leads via referrals• Meeting clients and performing fact finds• Making formal recommendations for life, pension and investment products• Setting up new policies
Bharat Bhatia Skills
Bharat Bhatia Education Details
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Financial Services (Ba Hons) -
Colfes
Frequently Asked Questions about Bharat Bhatia
What company does Bharat Bhatia work for?
Bharat Bhatia works for Pib Employee Benefits
What is Bharat Bhatia's role at the current company?
Bharat Bhatia's current role is Implementation Consultant.
What is Bharat Bhatia's email address?
Bharat Bhatia's email address is bh****@****s.co.uk
What is Bharat Bhatia's direct phone number?
Bharat Bhatia's direct phone number is 075305*****
What schools did Bharat Bhatia attend?
Bharat Bhatia attended Sheffield Hallam University, Colfes.
What skills is Bharat Bhatia known for?
Bharat Bhatia has skills like Pensions, Employee Benefits, Relationship Management, Project Management, Financial Advisory, Business Analysis, Pension Schemes, Teamwork, Data Analysis, Wealth Management, Defined Benefit, Problem Solving.
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Bharat Bhatia
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