Pension Scheme Advisory Specialist
3 weeks ago
Overview of the Position
In the capacity of a Pension Scheme Advisory Specialist, you will take on the pivotal role of guiding clients through the complexities of pension scheme wind-ups, working closely with Trustee Boards and Sponsoring Employers associated with UK defined benefit pension schemes.
Your contributions will be essential to the Pension Scheme Wind-Up Team, ensuring effective communication among key stakeholders and advisors. Your primary responsibilities will include delivering expert advice to clients, building strong relationships with key decision-makers to enhance project management, and providing mentorship to junior team members.
Ideal Candidate Profile:
The successful candidate will have a background in consulting for pension schemes, ideally within Trustee Executive, actuarial, or scheme management roles. A comprehensive understanding of pension management, experience in client-facing positions, and familiarity with new business initiatives and broader pensions consulting will be advantageous. You will work in close collaboration with other professionals in the pension wind-up sector and will benefit from the support of a larger team for each assignment.
Key Responsibilities:
Client Engagement
- Managing multiple wind-up projects, serving as the primary contact for trustees and other stakeholders
- Providing strategic guidance in the planning and execution of scheme wind-ups
- Leading or assisting with both strategic and technical components of wind-ups, including evaluating scheme factors against insurer considerations, conducting lump sum assessments, contributing to funding reserves, and preparing surplus balance sheets
- Identifying potential wind-up cases and assisting in their endgame planning
- Contributing to the enhancement of the Scheme wind-up proposition, fostering team relationships, and sharing insights
- Delivering training sessions to clients
- Collaborating with client representatives to establish project budgets and timelines, ensuring service agreements are adhered to
- Facilitating effective communication within client teams to support project delivery and understanding of client needs
- Generating client invoices in accordance with established deadlines and internal protocols
Practice Development
- Actively participating in the firm's growth by delivering high-quality advice as part of a client-focused team
- Understanding client needs to provide tailored solutions and strengthen client relationships
- Leading projects or endorsing new service initiatives
- Seeking new business opportunities and supporting business development efforts
- Engaging in the management, mentoring, and training of junior staff
- Participating in internal forums to share insights on the firm's strategic direction
- Enhancing the practice's technical expertise through ongoing professional development and peer review of colleagues' work
Operational Practices
- Building internal and external networks
- Providing leadership, guidance, and mentorship to all team members
- Ensuring efficient delivery of core services in alignment with utilization and recovery goals
- Presenting work clearly to clients and colleagues
- Conducting work systematically and in compliance with professional and internal standards
- Adhering to the firm's Information Security protocols
- Managing client assignments to ensure timely and budget-compliant completion, including maintaining project plans
- Staying informed on developments in pensions law and practice
- Contributing to the preparation of technical papers for internal and external publications as required
Qualifications and Skills Required:
Educational Background
- Ideally, possess a professional qualification (or part-qualification) in pensions (e.g., APMI, AFPC, or IFoA)
- Preferably hold an Honours Degree
- Educational qualifications at least to A' level/Scottish Higher level or equivalent experience
Technical Competencies
- Broader experience in areas such as corporate transactions, risk transfer, liability management exercises, and pensions aspects of sale agreements
- Understanding of related employee benefits to provide strategic advice and collaborate effectively with other firm disciplines
- Proven experience in a consulting role or advising UK pension funds within a complex environment
- Technical proficiency and a solid understanding of the legislative framework governing UK pension schemes
- Strong organizational and analytical skills, capable of navigating ambiguity and change
- Effective influencing skills and the ability to work positively with senior stakeholders
- Proficient in written communication
- Aptitude for rallying people around a vision and motivating them
- Experience in managing diverse stakeholders with varying objectives
- Strong problem-solving capabilities
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