Pensions Consultant (Buy-out and Wind-up)

JR United Kingdom; Greater London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Pensions Consultant to lead buy-out and wind-up projects in the UK. This role involves guiding clients through complex pension processes, collaborating with Trustee Boards, and mentoring junior team members. The ideal candidate will possess strong knowledge of UK pensions legislation and excellent communication skills. Join a dynamic team where your expertise in pensions management will directly impact clients and contribute to strategic decision-making. This position offers a unique opportunity to shape the future of pension consulting in a supportive and professional environment.

Qualifications

• Professional qualification in pensions (e.g., APMI, AFPC, or IFoA) or part-qualified.
• Experience in corporate transactions and bulk transfers.
• Strong knowledge of UK pensions legislation.

Responsibilities

• Lead buy-out and wind-up projects, coordinating with stakeholders.
• Provide strategic oversight during scheme wind-up planning.
• Deliver tailored training sessions and manage client invoicing.

Skills

Pensions Management

Client-facing Experience

Project Management

Stakeholder Engagement

Analytical Skills

Communication Skills

Problem-solving Skills

Influencing Skills

Education

Professional Qualification in Pensions

Honours Degree

A’ Level/Scottish Higher

Job description

Social network you want to login/join with:

Pensions Consultant (Buy-out and Wind-up), England

Client:

The Actuary Group

Location:

England, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

As a Pension Consultant, you will play a leading role in guiding clients through the buy-out and wind-up process, collaborating closely with Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes.

You’ll be part of the Buy-out and Wind-Up Transaction Services team, coordinating with stakeholders and advisers. Your responsibilities include delivering expert advice, building relationships with decision makers, and mentoring junior team members.

The ideal candidate will have experience in pension scheme consulting, from Trustee Executives, actuarial, scheme management, or insurers involved in buy-out transactions. A strong understanding of pensions management and client-facing experience are essential. Exposure to business development and broader pensions consulting is a plus. You’ll work with specialists in pension wind-up and have support from a wider team.

Key responsibilities will include:

• Leading buy-out and wind-up projects, acting as the primary contact for trustees and coordinating with stakeholders.
• Providing strategic oversight during scheme wind-up planning and execution.
• Supporting technical and strategic aspects like scheme and insurer comparisons, lump sum exercises, funding reserve calculations, and surplus sheet preparation.
• Identifying potential wind-up cases and assisting in their preparation.
• Contributing to the development of wind-up propositions and promoting team collaboration.
• Delivering tailored training sessions.
• Working with clients to agree on budgets and timelines, ensuring service agreements are in place.
• Ensuring clear communication across client teams for smooth project delivery.
• Handling client invoicing according to internal procedures.

Skills and Qualifications Required:

Qualifications:

• Professional qualification in pensions (e.g., APMI, AFPC, or IFoA) or part-qualified.
• Honours Degree preferred.
• At least A’ level/Scottish Higher or equivalent experience.

Technical skills:

• Experience in corporate transactions, risk transfer, liability management, sale implications, and bulk transfers.
• Knowledge of wider employee benefits to advise clients strategically.
• Experience advising UK pension schemes in complex environments, such as Trustee or Scheme Management roles.
• Strong knowledge of UK pensions legislation, disclosure, and statutory reporting.
• Organizational and analytical skills to manage uncertainty and adapt quickly.
• Influencing skills to engage senior stakeholders tactfully.
• Excellent written communication skills.
• Ability to motivate teams and align stakeholders.
• Proactive problem-solving skills.