Retirement Consultant

Matchtech; Epsom; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Matchtech is seeking a Consultant for Retirement & Financial Wellbeing to govern several large UK Defined Benefit pension schemes, including a major legacy arrangement.

The role sits hybrid in the UK and centers on governance, project management and engagement with trustees, advisers, payroll, finance, legal and HR teams to ensure compliant and member-focused operations.

Qualifications

• Experience with UK trust-based pension schemes.
• DB pension experience.
• Excellent organisational and project management abilities.
• Comfortable working with senior leaders, trustees and external advisers.

Responsibilities

• Act as the primary contact for trustees, pension advisers and service providers.
• Oversee the day-to-day operation and governance of UK Defined Benefit pension schemes.
• Coordinate trustee meetings, business plans, agendas and follow-up actions.
• Monitor adviser performance, budgets and service delivery.
• Support pension member communications and assist with complex employee queries.
• Maintain governance documentation, reporting packs and trackers.
• Collaborate with Finance, Payroll, Legal and HR on pension activities.
• Support year-end accounting, board reporting and governance requirements.
• Assist with pension projects, strategy initiatives and regulatory compliance.
• Provide support on M&A due diligence and pension integration projects.
• Contribute to wider retirement and financial wellbeing programmes.

Skills

Pension governance

Stakeholder management

Project management

Analytical skills

Communication skills

Job description

Consultant, Retirement & Financial Wellbeing

Location: Hybrid UK

Salary: Competitive + Benefits

About the Role

We're looking for an organised, commercially minded professional to take ownership of the governance and day-to-day oversight of several large UK Defined Benefit (DB) pension schemes, including one of the UK's largest legacy pension arrangements.

This is a unique opportunity to sit at the centre of pensions, governance, project management and stakeholder engagement. You'll act as the key link between trustees, advisers, pension administrators, finance, legal and HR teams, ensuring schemes are managed effectively, compliantly and in the best interests of members.

If you enjoy coordinating complex projects, building relationships with senior stakeholders and keeping important programmes running smoothly, this could be the ideal role for you.

What You'll Be Doing

• Act as the primary company contact for trustees, pension advisers and service providers.
• Oversee the day-to-day operation and governance of UK Defined Benefit pension schemes.
• Coordinate trustee meetings, business plans, agendas and follow-up actions.
• Monitor adviser performance, budgets and service delivery.
• Support pension member communications and assist with complex employee queries.
• Maintain governance documentation, reporting packs and operational trackers.
• Work closely with Finance, Payroll, Legal and HR teams to manage pension-related activities.
• Support year-end accounting, board reporting and governance requirements.
• Assist with pension projects, strategy initiatives and regulatory compliance activities.
• Provide support on M&A due diligence and pension-related integration projects.
• Contribute to wider retirement, employee share plan and financial wellbeing programmes.

What We're Looking For

You'll likely have experience in one of the following areas:

• Pension consultancy
• Pension administration oversight
• Reward and benefits

We're particularly interested in candidates who have:

• Experience working with UK trust-based pension schemes and/or pension risk transfer projects.
• Experience with DB pension schemes.
• Excellent organisational and project management abilities.
• Confidence working with senior leaders, trustees and external advisers.
• The ability to manage multiple priorities and deliver independently.
• Strong analytical and communication skills.

Why Join Us?

This role offers the opportunity to become a trusted adviser within a large, complex organisation while gaining exposure to:

• Pension governance and strategy
• Corporate finance and legal stakeholders
• Employee reward and benefits programmes
• M&A and business transformation projects
• Global retirement and financial wellbeing initiatives

You'll play a key role in ensuring one of the organisation's most important employee benefit programmes operates effectively while helping shape future retirement and financial wellbeing strategies.