Olivia Carty BA (Hons) QFA RPA AIIPM CAPM

Experience

• 

  New Ireland Assurance

  Jan 2008 - now

  Accredited Neuropositive Ambassador, accreditation provided by by auticon as being a neurodiversity subject matter expert within my organisation. I understand autism, ADHD and dyslexia on a deeper level, including neurotraits and shared characteristics. I have the knowledge to be able to advise colleagues, managers and the wider organisation on key areas such as taking a strengths-based approach, disclosure, diagnosis, communication and mental health.I champion creating a neuroinclusive workplace, by knowledge sharing and advocating for neurodivergent individuals. Show less Providing technical support and guidance on life and pensions related issues to internal staff, brokers and independant financial advisorsProviding support and guidance to internal staff, brokers and independent financial advisors on New Ireland and Bank of Ireland Life productsProviding support to the wider pensions department with complaint casesDealing with pension adjustment order cases as a result of Separation or Divorce casesProviding support to solicitors or clients in the drafting of Pension Adjustment Orders, ensuring any proposed Order meets the requirements of the Family Law LegislationKeeping abreast of technical and tax developments in the Pensions market and advising the wider Pensions Department of any such changes Show less • Assisting in the provision of expert technical and actuarial support to the business• Performing non-standard life and pension calculations and projections• Providing technical solutions to business issues• Producing quarterly audit reports for each of the core administration systems• Working with a range of key stakeholders, including Customer Services, IT, Communications, Product Development and Legal and Compliance to understand the customer requirements.• Building relationships at key customer level to maximise customer engagement and long term value to our business Show less Providing technical support and guidance on life and pensions related issues to internal staff, brokers and independant financial advisorsProviding support and guidance to internal staff, brokers and independant financial advisors on New Ireland and Bank of Ireland Life productsPreparing and delivering training to internal staff on all aspects of pensionsPreparing and delivering training to new sales agents regarding pensions as part of their induction courseAssisting internal staff with updating and improving their process proceduresCoaching new members of the team on the teams work items and processesChecking the work of team members and providing constructive feedback regarding any inaccuraciesDeputising for Department Manager in managing the team’s workloads and escalation of urgent requestsProviding support to the wider pensions department with complaint casesAssisting the Compliance Team with the interpretation and implementation of new legislation and CPC requirementsDealing with contentious pension adjustment order cases as a result of Separation or Divorce casesProviding support to solicitors or clients in the drafting of Pension Adjustment Orders, ensuring any proposed Order meets the requirements of the Family Law LegislationKeeping abreast of technical and tax developments in the Pensions market and advising the wider Pensions Department of any such changes Show less Answering legal and technical queries concerning existing business, new business, potential new business and claimsDealing with potential and actual breaches of the Pensions ActProviding technical support and guidance on pensions and group risk related legal issuesPreparing Trust Documentation and Policy Documents for Group Pensions new businessDrafting Supplementary Letters of Exchange for Individual Pension PoliciesAmending existing Trust Documentation and Policy Documents for existing Group Pension BusinessDrafting and amending member booklets for new and existing Group Pension SchemesProviding assistance to the Life & Pensions Technical Team on legal issues, for example overseas transfer queries and Pension Adjustment Order queriesAssisting Retirement Claims department with complex claims queriesProviding technical and legal support in relation to change of ownership and trust queries regarding life policiesResponsible for submitting new occupational pension schemes to the Revenue Commissioners and Pensions Board for approvalLiaising with solicitors regarding Pension Adjustment Orders, ensuring they are compliant and implementing same Show less Providing a high level of customer service by telephone Develop an in-depth understanding of the products serviced by New Ireland Assurance/Bank of Ireland Life. Participate in personal and team development activities to maximise personal and team performance. Detailed knowledge and understanding of tasks, processes and job owners to be able to liaise effectively with a range of teams to resolve queries Operate within compliance parameters of the role.Develop excellent relationships with our sales channels Handling of technical queries and complaints and ensuring all customer complaints are dealt with in accordance to the Ombudsman policy and procedures. Show less Delivering high quality customer service and ensuring adherence to Company Service Level Agreements Processing and authorising of policy alterations Develop an in-depth understanding of the products serviced by New Ireland Assurance/Bank of Ireland Life Develop a detailed knowledge and understanding of tasks, processes and job owners to be able to liaise effectively with a range of teams to resolve queries Ensuring compliance with Legal and Regulatory guidelines Participate in personal and team development activities to maximise personal and team performance Demonstrating a strong attention to detail especially with regard to accuracy and numeracy.Develop an interest and ongoing knowledge of financial markets Show less

  • Neuropositive Ambassador

    Feb 2025 - now

  • Wellbeing Ambassador

    Nov 2024 - now

  • Senior Pensions Technical Specialist

    Nov 2022 - now

  • Senior Actuarial Administrator

    Jun 2015 - Nov 2022

  • Pensions Technical Specialist / Pensions Trainer

    Jun 2011 - Jun 2015

  • Pensions Legal Advisor

    Jan 2011 - Jun 2011

  • Client Relationship Manager

    Jun 2008 - Dec 2010

  • Individual Pensions Administrator

    Jan 2008 - May 2008