Liz Atkinson Email and Phone Number

Tupe'd from Capita, role/experience is the same as Capita/Prudential, I am currently working 4 days per week and would like this to continue

EXPERIENCE & DEAL with Scheme pensions (money purchase), Executive Pensions*, Personal Pensions, Retirement Annuity Plans, (FS)AVC's & Stakeholder pensions - variety of tasks for these pensions. * includes SSAS, TIP & similar pensions.TASKS include dealing with queries from a variety of interfaces by telephone, email & letter, all with agreed call centre & back office SLA's,providing excellent CUSTOMER SERVICE & CALL HANDLING SKILLS. I deal with a range of requests/actions such as RECORD KEEPING, CASH CONTROL, NEW BUSINESS, PENSION related TAX QUERIES, REGULATORY QUESTIONS, PAYING CLAIMS, ISSUING and or UPDATING BULK INFORMATION, DATA INPUT, adhering to DATA PROTECTION, COMPLIANCE, MONEY LAUNDERING, follow TCF principles and other regulatory rules.I've also CHECKED & AUTHORISED colleagues work, including claims, involving ad hoc TRAINING & FEEDBACK. In addition to this I have helped with more formal training, mainly product knowledge and call handling skills, to existing colleagues or new recruits in Reading and 2 other UK sites - call takers & back office processes. On Executive Pensions, I was the section BREACH CO-ORDINATOR.Whilst working on some products I split my time between back office processing & answering the main contact number for that product and or between 2 types of pensions. EVACUATION WARDEN experience, 1 of a few responsible people for evacuating people from large open plan floor office buildings when emergency alarm raised, in single company & multi company buildings, reporting to relevant person (in charge of the overall evacuation of the building), attending meetings & refresher training. INTERFACE includes, but not limited to, members, (independent) financial advisers, pension scheme trustees/administrators, member's estates, company payroll/finance departments, HM Revenue & Customs, internal company departments (e.g. investment managers), internal security, internal Health & SafetyCurrently work 4 full days per week.

Tupe'd to Capita in April 2006, same role(initially I worked in savings and life insurance with Prudential before moving into pensions with Prudential in 2000)

Customer Services- checkouts and handling cash and card transactionsBakery Assistant - packaging products in a timely manner, product control, marketing - display

Temporary summer job - processing cash and card transactions into accounts, balancing personal till at end of each day, ensuring in branch cash machine was 'stocked' each day