Trustee Manager

Salary Description:
£65, 000 to £85, 000
Location Description:
Uk Wide
Job Role:
Pension Manager / Director, Pensions Consultant, Pensions Actuary, Pension Trustee, Investment Consultant
Employment Type:
Part-time, Full-time
Contract Type:
Application Deadline:
6th November 2023
IDEX Consulting
Job Ref:

Trustee Manager

Location: UK Wide

Our client, established in 2010, and widely viewed as a leader in its field, professional pension trusteeship is at the heart of what the business offers and is delivered through a combination of Chair of Trustees, co-trustee and professional corporate sole trustee (PCST) appointments. Over a third of the firm’s appointments are to act as PCST. The professional trusteeship side of the business is strengthened by a standalone support services arm, which provides secretarial, pensions managerial, project management and governance solutions to a variety of clients. 

The 70-strong team includes pensions expertise drawn from many different disciplines, such as investment specialists, lawyers, actuaries, pensions managers and consultants. The team is known for providing diversity of thought and wide ranging collective experience. 

It is an exciting time for the business as it undergoes a period of sustained growth. Our values are Collaborative, Dynamic People First, Diverse and Excellence. The team works with over 125 schemes who manage a combined asset value of approximately £40bn. 

Schemes range in size from the low millions to multi-billions and operate in a variety of industries and sectors. Ross Trustees is a prominent member of the Association of Professional Pension Trustees (APPT). 

They play an active part in APPT committees and members of the firm are fully-accredited as professional trustees. Summary of the role: To provide support to the clients and Directors of a dynamic, award winning professional pensions Trustee Company. 

Main Responsibilities: 

Strategic oversight of day to day running of schemes

Overall responsibility for delivering pension manager/secretarial function where applicable and acting/deputising as scheme secretary if required • Ensuring schemes are run in accordance with the Trust Deed and Rules, legislation and Regulator’s Codes of Practice and Guidance Notes by liaising with the various scheme advisers, administrators and trustees 

Overall responsibility for scheme governance, budgets and planning and delivery of projects 

Liaising with trustees to devise and deliver the strategic direction of a scheme

Relationship management with trustees, scheme advisers, and employer representatives

Project management and leading on routine as well as ad-hoc, specialist projects 

Deputising for Director in their absence, including chairing meetings or sub committees, where required Internal-facing role

Regularly brief lead Director of each client for which the TM is responsible on key areas of Work in Progress 

Receive debrief from Trustee Associates and Trustee Administrators as required

If you are currently a Pensions Manager, Investment/Actuarial/Admin/Legal professional, then please get in touch.


Contact Lewis Campbell for more information

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