Trustee Consultant

Job Title: Trustee Consultant

We are looking for an experienced pensions professional who is interested in developing their career in a new area of the industry or someone who is looking for a new experience where they can progress in the professional Trustee environment.

Company Overview: The business is a dynamic and award-winning professional trustee company, known for providing pragmatic, collaborative, and professional trustee services to pension schemes across the country. With a team of over 100 professionals from diverse backgrounds, including legal, consultancy, investment, project management, and administration, they form a governance powerhouse committed to excellence.

Overall Purpose of the Role: As a Trustee Consultant, you will play a pivotal role in maintaining the good governance of occupational pension schemes, including those ongoing, in the process of winding up, or in an Assessment Period for the Pension Protection Fund. The role involves collaborating with Directors and client teams to ensure effective scheme management and adherence to regulatory requirements.

Accountabilities:

  • Scheme Management:

    • Support Directors and client teams in managing ongoing DB and DC schemes.
    • Day-to-day management of PPF assessment period tasks when working on relevant schemes.
    • Prepare and update detailed business plans for effective scheme expense management.
    • Proactively maintain core scheme governance documents.
  • Applying Legal and Operational Framework:

    • Apply the appropriate legal and operational framework for scheme governance and discontinuance.
    • Support Directors in the operation and governance of death benefit schemes.
  • Meeting Support:

    • Assist in arranging Trustee meetings and prepare initial draft agendas.
    • Attend meetings, take minutes, and follow up on action points.
    • Liaise with trustees and advisors between meetings.
    • Arrange and lead internal Work In Progress meetings.
  • Documentation Management:

    • Coordinate relevant paperwork for investment transitions.
    • Ensure timely submission of regulatory filings.
    • Proactively respond to routine member queries.
    • Review and submit options for benefit decisions to the Trustee Manager or Trustee Director.
    • Maintain up-to-date files, emails, and documentation.
  • Project Management:

    • Project manage routine tasks such as Trustee Report and Accounts preparation, member communications, and trustee selection exercises.
    • Update trustee training and attendance logs.
    • Check factual information from scheme records.
    • Handle ad hoc projects as required.

Required Knowledge, Experience, Qualifications, and Abilities:

  • Minimum 3 years' experience in dealing with defined benefit occupational pension schemes.
  • Knowledge of current legislative issues and understanding of the Pensions Act 2004.
  • Proactive and organized with a high attention to detail.
  • Proficient in Microsoft Office Suite.
  • Excellent interpersonal and communication skills.

Desirable:

Pension Protection Fund experience.

Project management experience.

Progress in professional qualifications (e.g., PMI Award in Pensions Trusteeship).

Evidence of Continued Professional Development.

You may return to your current search results by clicking here.

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings