Trustee Services Administrator

2 weeks ago

Leeds, United Kingdom TPT Retirement Solutions Full time

Location: Leeds

Closing date: 21 November 2023

**Salary competitive (depending on experience)**

**Full time (35 hours)**

**Leeds City Centre**

TPT Retirement Solutions has 75 years’ experience and is one of the UK’s leading providers of workplace pensions, recognised for its innovation and high quality service. We provide schemes for some of the UK’s leading organisations, including building societies, housing associations and well-known charities. As we have no shareholders, our priority is to achieve our mission - of making pensions perform better for everyone - for over 2,600 employers and 425,000 members.

As an employer, we believe in finding and investing in the right people so that they can grow with us. Our focus is on helping them to succeed by providing them with the right tools, support and career development opportunities. In turn, our business grows and we can achieve our ambitious goals.

Working as part of the Trustee Services Team and reporting to the Trustee Services Client Manager you will support the team in achieving its objective of improving member outcomes via effective governance.

You will be expected to take responsibility for your own work and to work alongside team members and across departments including Employer Relationships, Pensions Administration, Actuarial, Covenant, Investment and Legal teams. The key areas of responsibility for the role are to work with the Trustee Services Client Manager to:

- Maintain and monitor the annual project plan for the actuarial valuations and annual funding updates including agreeing dates for the key deliverables
- Support Trustee Services Managers to progress the valuations through internal governance processes and controls including completing valuation questionnaires for the Scheme Actuary, drafting valuation related documents required to complete the exercise and submitting these to the Pensions Regulator via Exchange
- Prepare annual Summary Funding Statements for members and arrange distribution
- Provide project management support and drafting papers for Employer Cessation events, Affordability Appeals and Payment Agreements including liaising with internal departments and external advisers
- Provide project management support on DB bulk transfer exercises from TPT’s multi-employer schemes to new arrangements inside or outside of TPT, ensuring that members’ benefits are protected, and that statutory requirements are met
- Drafting papers for Trustee Sub Committees as required
- Act as Secretary to the monthly Funding and Investment Strategy Review Group meeting (and other meetings where required) including preparing the agenda, collating meeting papers and preparing minutes for the Chair.

Previous relevant pension’s experience is a must ideally including an interest in and knowledge and understanding of scheme funding and investment issues including legislative issues affecting pension schemes. Experience of acting as Secretary for a formal meeting and taking minutes would also be desirable. If you are studying towards or have completed your PMI exams this would be desirable.

As you will be regularly liaising with people across the business, you’ll need to demonstrate good communication ability and possess strong customer service skills.

You must be able and willing to follow working procedures, effectively use your own initiative to prioritise work and manage your own time to produce work of a high quality, with a high level of accuracy, first time & every time. You will also have a good working knowledge of Microsoft Word, Outlook and Excel and have previous experience of using systems.

The salary range for this position is competitive and will be dependent on experience (35 hours/week). We can also offer you an excellent reward package that includes: contributory pension, life assurance, hybrid working, and 24 days of annual leave plus bank holidays.

We are located in modern city centre offices which are close to the train station.

Strictly no agencies please.

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