Paul Thompson Email & Phone Number

London, England, United Kingdom

Leeds, England, United Kingdom

Personal pension account history synthesisProxy fund modellingMaking reasonable assumptions to reach a fair outcomeRecal redress calculation

Targeted Review of Pension Transfer Recommendations - DC to DC

Reading, United Kingdom

QC Accreditation.Search for, identify and collate customer and occupational scheme data. Synthesise benefits foregone based on facts, calculations, deduction, statue and reasonable assumptions. Contact customer for clarification if necessary and/or appropriate. Perform redress calculations on Recal. Analyse calculation outputs to ensure synthesis has been correctly modelled. Produce offer letters and appendices. DB and DC scheme calculations. Reverse Transfer Value calculations. PPF and FAS… Show more QC Accreditation.Search for, identify and collate customer and occupational scheme data. Synthesise benefits foregone based on facts, calculations, deduction, statue and reasonable assumptions. Contact customer for clarification if necessary and/or appropriate. Perform redress calculations on Recal. Analyse calculation outputs to ensure synthesis has been correctly modelled. Produce offer letters and appendices. DB and DC scheme calculations. Reverse Transfer Value calculations. PPF and FAS redress calculations. COD/COPR adjustment validation and re-calculation. GMP equalisation adjustment. Transfer-In loss calculations. Peer checking. Show less

Edinburgh, United Kingdom

Gatwick, United Kingdom

Pension Past Business ReviewBig 4 Consultancy engaged by FTSE100 investment companyInvestigation at pilot stageConsiderable contribution to the review procedure manualWorkflow and Management Information systems design and deliveryTraining deliverySubject Matter Expert and coaching

Greater Manchester

Stirling

File ReviewPerformed forensic reviews of pension sales, assessing each case for suitability and compliance, data gathering and research required in preparation for customer contact calls to assist assessment and reach correct customer outcomes, completion of all administration Produced detailed reports with a rationale for the case outcome to meet with quality standards. Performed accurate redress calculations and provided a high standard of customer service on regulated… Show more File ReviewPerformed forensic reviews of pension sales, assessing each case for suitability and compliance, data gathering and research required in preparation for customer contact calls to assist assessment and reach correct customer outcomes, completion of all administration Produced detailed reports with a rationale for the case outcome to meet with quality standards. Performed accurate redress calculations and provided a high standard of customer service on regulated pension complaints Communicated the outcome decision via a bespoke letter and call to the customer or adviser, arranged for the appropriate redress payments to be made in a timely mannerAchieved accreditation with first 10 consecutive audited cases passed. Delivered above target of 1.2 closed cases each day whilst maintaining 100% quality standards, proactively seeking additional cases to support productivity levelsSubject Matter ExpertService ComplaintsPerformed reviews of current pension servicing complaints, assessing each complaint, data gathering and research required in preparation for customer contact calls to assist assessment and reach correct customer outcomes, completion of all administration Produced detailed reports with a rationale for the case outcome to meet with quality standards. Performed accurate redress calculations and provided a high standard of customer service on regulated pension complaints Communicated the outcome decision via a bespoke letter and call to the customer or adviser, arranged for the appropriate redress payments to be made in a timely mannerAchieved accreditation with first 10 consecutive audited cases passed. Delivered above target of 1.2 closed cases each day whilst maintaining 100% quality standards, proactively seeking additional cases to support productivity levelsComplex Income Tax redress calculationsComplex lost investment returns redress calculationsAuditors award for qualitySubject Matter Expert Show less

Livingston

Gather evidence from systemsTake customer testimony and validate systems informationProbing questionsAccept or decline fraud claimReimburse customer and secure accountsEducate customer to prevent fraudSubmit Suspicious Activity Reports if evidence of money laundering

Livingston

Gather data across 17 in house systemsPerform complex redress calculations, identify and correct automation errorsDraft customer correspondence and submit payment instructionOperational Outcome Tester (OOT/QC) during Route To Competence (RTC)Subject Matter Expert (SME)

Livingston

Review customer complaints, adhering to the relevant security standards, internal and external procedures and legislative requirements.Product suitability and conduct of sale review.Investigate the credibility of complaints, speaking to customers over the telephone.Operational Outcome Tester (OOT) during route to competence.Subject Matter Expert (SME) for team of 12.Other written and verbal communications.Complete reports and decision letters, maintain customer… Show more Review customer complaints, adhering to the relevant security standards, internal and external procedures and legislative requirements.Product suitability and conduct of sale review.Investigate the credibility of complaints, speaking to customers over the telephone.Operational Outcome Tester (OOT) during route to competence.Subject Matter Expert (SME) for team of 12.Other written and verbal communications.Complete reports and decision letters, maintain customer records.Perform complex redress calculations, investigate and correct automation errors.Draft customer correspondence and submit payment instructions. Show less

Carlisle, United Kingdom

Self Assessment tax returns. Consultancy.www.practicalaccounts.co.uk

London, United Kingdom

Hourly, daily, weekly, monthly performance management reports to enable the successful performance of a target and quality driven major contract, to senior project management.Designed and developed real time user friendly reports to facilitate and improve performance, workflow and deadline management for 6 managers, 70 team leaders and 900 project staff. Report specification and database design.Microsoft Sharepoint, Access and Excel applications.

London, United Kingdom

Review customer complaints, adhering to the relevant security standards, internal and external procedures and legislative requirements.Product suitability and conduct of sale review.Investigate the credibility of complaints, speaking to customers over the telephone.Other written and verbal communications.Complete reports and decision letters, maintain customer records.

Chester

Review customer complaints, adhering to the relevant security standards, internal and external procedures and legislative requirements.Product suitability and conduct of sale review.Investigate the credibility of complaints, speaking to customers over the telephone.Subject Matter Expert (SME) for team of 12.Other written and verbal communications.Complete reports and decision letters, maintain customer records.Perform complex redress calculations, investigate and correct… Show more Review customer complaints, adhering to the relevant security standards, internal and external procedures and legislative requirements.Product suitability and conduct of sale review.Investigate the credibility of complaints, speaking to customers over the telephone.Subject Matter Expert (SME) for team of 12.Other written and verbal communications.Complete reports and decision letters, maintain customer records.Perform complex redress calculations, investigate and correct automation errors.Draft customer correspondence and submit payment instructions. Show less

Newton-Le-Willows

Subcontractor VAT fraud audit. Formulate sampling strategy, extract data, investigate and resolve inconsistencies.

Carlisle, United Kingdom

Project.Installation, configuration and training:Sage 500. Consolidate nine group companies.Sage BI. Real time dynamic reporting.Vision 1. Document management and process automation.

Hale, Cheshire

Management AccountantFinancial AccountantRevenue ProtectionIT and HR manager

Certificate In Pension Transfer Advice (Cpta) (G60)

Award In Pensions Update

Diploma In Regulated Financial Planning (Dippfs), Level 4

Advanced Diploma In Management Accounting (Adma) (Level 6), Strategic Level Qualified

2:1, Bsc (Hons.) Mathematics And Finance

Activities and Societies: Manchester University football team BSc. (Hons.) Mathematics