Assistant Pension Retirements Manager

1 month ago


England, United Kingdom Dalriada Trustees Limited Full time

Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies with serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds. You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the support to the client lead and will assist with the management and delivery of services to the client through our client teams.
Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues.

You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include agenda setting and minute writing to project and advisor management. You will have project management and organisation skills as well the ability to and manage relationships. You will have the capability to work independently and collaboratively with colleagues across our multi-site business, to ensure timely and high quality delivery to our clients. Act as a support for in-house pensions teams
Act as scheme secretary on a permanent or interim basis
Assistance with the project management of a portfolio of pension schemes and specific projects being undertaken.
Maintain services in line with the client contract and internal quality standards
Assist with the delivery of all aspects of pension scheme governance to ensure full compliance/no breaches
Assist with client pensions management projects – for example, management of adviser review projects.
Assist with refinement of pensions management processes
Keep abreast of all regulatory and governance changes
Attend training, both technical and other business skills

Basic understanding of pension management and the work carried out by Dalriada
Willingness to develop technical understanding of pension legislation, regulations and other relevant legislation, codes of practice, including scheme management and compliance, best practice guides and a good knowledge of defined benefit and defined contribution schemes
Budget management skills
Microsoft Office products; in particular Excel Word and PowerPoint; Attainment of the Pensions Regulators Trustee toolkit
Experience of new business activity including new business pitches, networking and attending industry events.

Flexible within commutable distance of one of our established offices and able to travel to our other offices across the UK when required.
Monday to Friday, 37.5 hours per week with additional hours as and when required.

Applying with a disability or long-term health condition?

As part of our belief that we benefit from the differences among us we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment we guarantee to automatically interview anyone with a disability who meets the minimum criteria.



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