Pensions Project Analyst

Gallagher; West of England; On-site; GBP 34,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Benefits program

Career development

Collaborative culture

Global reach with local impact

Job summary

Gallagher is seeking a meticulous Pensions Project Analyst to support a range of pension projects and events. You will perform data mining, data processing, and generate client reports with accuracy and timeliness.

You'll work with Defined Benefit, Defined Contribution and Hybrid schemes, using advanced Excel and Word, and liaising with stakeholders to ensure compliant, high-quality deliverables across projects.

Qualifications

• Experience with Defined Benefit (DB), Defined Contribution (DC) and Hybrid pension schemes.
• Knowledge of pension regulations including GMP/GMPE and disclosure requirements.
• Advanced Excel and Word skills are essential.
• Strong analytical and logical problem-solving abilities.
• Ability to process, collect and input data accurately.
• Experience with manual and automated pension calculations.
• Excellent written and verbal communication skills.
• Strong prioritisation and time management abilities.
• Team-focused yet able to work independently when needed.
• Collaborative and approachable working style with colleagues and stakeholders.
• Visible, engaged approach that supports the team throughout the day.

Responsibilities

• Carrying out data mining and processing projects and events with high accuracy.
• Collecting, checking and inputting data correctly.
• Running data reports and preparing member correspondence and client reports.
• Performing manual and automated pension calculations for events like leavers and retirements.
• Using data mining techniques to find information in member files.
• Reviewing Scheme Booklets, Trust Deeds, Rules, and Benefit Specifications.
• Ensuring work complies with pension regulations including GMP/GMPE.
• Liaising with stakeholders by email, phone and meetings to provide updates.
• Working with team members and supporting teams to ensure smooth delivery.
• Prioritising tasks to meet deadlines and allowing time for peer review.
• Preparing and checking member correspondence and client reports for accuracy and compliance.
• Using Advanced Excel and Word to support reporting and administration.

Skills

Data mining

Data processing

Advanced Excel

Advanced Word

Analytical skills

Time management

Education

PMI / Prince certification

Tools

MKEY reports

Job description

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

Are you an organised and detail-focused third-party pensions professional looking for your next opportunity?

We are seeking a Pensions Project Analyst to support the delivery of a wide range of pension projects and events. In this role, you will play an important part in data mining, processing tasks, running reports, preparing correspondence and client reports, and keeping stakeholders informed of progress.

This is a great opportunity for someone who enjoys working with data, solving problems and making sure work is completed accurately and on time.

How you'll make an impact

• Carrying out data mining and processing projects and events with a high level of accuracy


• Collecting, checking and inputting data correctly


• Running data reports and preparing member correspondence and client reports


• Performing manual and automated pension calculations for events such as leavers, retirements, deaths, renewals, pension increases and PIA


• Using MKEY reports and data mining techniques to find the information needed in member files or received data


• Reviewing Scheme Booklets, Trust Deeds, Rules and Benefit Specifications to understand task requirements


• Ensuring work complies with pension regulations, including GMP/GMPE, minimum pension increases and disclosure requirements


• Liaising with stakeholders by email, telephone and in meetings to provide progress updates


• Working closely with team members and supporting teams to ensure smooth delivery


• Managing your workload effectively and allowing enough time for peer review


• Prioritising tasks to meet deadlines, including where priorities may conflict


• Preparing and checking member correspondence and client reports to ensure accuracy and compliance


• Using Advanced Excel and Word, to support reporting and administration

About you

• Experience and understanding of Defined Benefit (DB), Defined Contribution (DC) and Hybrid pension schemes


• Good knowledge of pension regulations and how they affect the work being completed, including GMP/GMPE, disclosure requirements and minimum pension increases


• Advanced Excel and Word


• Strong analytical skills and a logical approach to problem-solving


• Ability to process, collect and input data accurately


• Experience of manual and automated pension calculations


• Excellent written and verbal communication skills


• Strong prioritisation and time management skills


• A team-focused approach, with the ability to work independently when needed


• A collaborative and approachable style with colleagues and stakeholders


• A visible, engaged working style that supports the team throughout the day

Qualifications

• PMI, Prince, or a willingness to work towards one of these


• Evidence of continuous professional development is desirable

Why join us?

This role offers the chance to build your experience in a busy pensions environment while contributing to meaningful work that supports clients and members. You’ll be part of a collaborative team where accuracy, service and professionalism really matter.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.For more information, visit our Benefits page.

• Competitive compensation


• Comprehensive benefits programs designed to support your well-being


• Career development opportunities and ongoing learning


• A collaborative, people-first culture with accessible leadership


• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace.If your past experience doesn’t align perfectly, we encourage you to join ourTalent Community to stay connected to additional career opportunities. Although this role is listed as full-time, if you’re in a job-share partnership, work reduced hours, or have any other flexible arrangement, please still get in touch. We will also offer reasonable adjustments to the recruitment process if required, so please let us know.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)