Scarlett Elliott

A seasoned retirement fund professional with over three decades of experience across administration, sales, operations, and fund governance, having built a well-rounded career at the intersection of people, process, and purpose, with a strong focus on delivering meaningful client outcomes. With over 30 years' experience in the pension fund administration industry, I have built a diverse career spanning administration, operations, consulting, sales, servicing, and fund governance. Since starting in a technical administrative role in 1993, I have progressed into senior leadership positions, developing a well-rounded understanding of the retirement fund landscape and the needs of clients, intermediaries, trustees, and business stakeholders.

My experience spans the full fund lifecycle across insured and privately administered funds, including administration, servicing, governance, and consulting. This includes exposure to group risk benefits within the binder environment, extensive experience supporting financial advisers across independent, tied, and direct channels, and regular engagement with fund trustees. I operate at a senior management level and hold a BCom in Information and Technology Management, together with professional qualifications in pension fund administration through the Insurance Institute of South Africa.

A consistent thread throughout my career has been a genuine passion for customer service. Recognised early in my career for service excellence, I have maintained a strong customer-centric approach, focusing on building trusted relationships, enhancing client experiences, solving problems, and driving continuous improvement. Having achieved the goals I set for myself in my current role, I am now ready for a new challenge.

I am particularly drawn to project-based opportunities that offer exposure to project management and technology-enabled process improvement, where I can contribute to meaningful, outcome-driven initiatives while continuing to expand my skills. I am also passionate about developing and empowering people and would welcome opportunities in training, coaching, and facilitation.

HoD: New Business Onboarding, Fund Governance & Smart Service Servicing - Liberty Corporate

(2021-01)

Accountable for end-to-end onboarding, governance oversight and service delivery across distribution channels, ensuring compliance with the Pension Funds Act, FAIS and FICA while improving adviser and employer experience.

Client Services Consultant, Fund Consultant, Head -Client Services (Direct, Broker and Franchise sales channels), Head – Customer Retention - Liberty Corporate

(2006-01 - 2019-12)

Accountable for managing a team of consultants responsible for upselling and retaining existing business through various sales channels.

Manager: Broker Administration & Marketing - Standard Bank Employee Benefits

(2003-01 - 2008-12)

Senior Portfolio Administrator / Team Leader - Alexander Forbes / Fussel & Associates

(1993-01 - 2003-12)

Accountable for end to end administration of the full fund life cycle from onboarding which started with loading scheme onto the administration system, manual calculation and payment of fees and claims, drafting Rules and Rule amendments, Risk Policies and Section 14 transfers.

BCom - IT Management - MANCOSA

Professional Qualification - Pension Fund Administration - ISSA

Registered Financial Planner - UP

Short Course - CX - USB

NatCert - Wealth Management - UNISA

NatDip - Management - UNISA

Ndip - Retirement Fund Administration (1 subject to complete) - UNISA

Certificate - COP, ICBS - UNISA