Trustee Liability Insurance Consultant

Isio; Croydon; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Career development

Inclusive culture

Job summary

Isio is seeking a Trustee Liability Insurance Consultant to lead TII and PTL engagements, structuring suitable cover and negotiating with insurers. You will advise pension trustee boards and sponsoring employers with strong knowledge of governance, regulatory developments, and market practice.

With a robust pipeline and potential for expansion, you will shape Isio’s TTI and PTL propositions while delivering excellent client service and strategic value.

Qualifications

• Demonstrated PTL/TII advisory experience.
• Strong knowledge of insurer terms and regulatory developments.
• Experience in a large client-facing consulting or advisory organisation.

Responsibilities

• Advise pension trustee boards on trustee indemnity insurance cover for project-based and ongoing engagements.
• Explain complex coverage and regulatory matters clearly to boards and stakeholders.
• Manage lifecycle of the insurance process: terms, placement, renewals, mid-term adjustments, policy reviews.
• Oversee policy implementation, ensuring documentation and regulatory requirements are met.
• Ensure FCA compliance and maintain timely, accurate documentation.
• Conduct market reviews to secure up-to-date coverage options.
• Coordinate with clients, insurers and legal advisers during claims.
• Demonstrate pensions governance expertise and market knowledge.
• Maintain relationships with providers and underwriters to secure terms.
• Identify new business opportunities and participate in tenders and presentations.

Skills

Pensions governance

Market knowledge

Client relationships

Commercial growth

Insurance terms

Regulatory awareness

Education

CII qualification

Diploma/ACII progress

Pensions modules

Job description

This is an exciting opportunity to join Isio’s fast growing Employee Benefits business, which spans strategic benefit design, workplace health & wellbeing consulting, DC pensions, benefits technology and employee engagement & support.

Working within the Workplace Health & Wellbeing team, you will be responsible for advising pension scheme trustees and sponsoring employers on appropriate trustee indemnity solutions. This role is ideal for someone with strong technical insight into pensions governance, excellent market knowledge, and a passion for driving rapid commercial growth.

What does the role entail?

The Trustee Liability Insurance Consultant is responsible for leading Trustee Indemnity Insurance (TII) and Pensions Trustee Liability (PTL) engagements, structuring suitable cover, negotiating with insurers/underwriters, and providing clear, timely, and proactive service. With a strong pipeline and large scope for expansion, this is an opportunity to be instrumental in shaping Isio’s TTI and PTL propositions.

• Advise pension trustee boards on appropriate trustee indemnity insurance cover, for project based and ongoing engagements.


• Deliver clear, practical explanations of complex coverage and regulatory matters to trustee boards and pensions stakeholder.


• Manage the full lifecycle of the insurance process including negotiating optimal terms, placement, renewals, mid‑term adjustments, and policy reviews.


• Oversee implementation of policies, ensuring arrangements, documentation and regulatory requirements are correctly and efficiently delivered.


• Oversee timely and accurate documentation, ensuring alignment with FCA requirements and internal compliance standards.


• Conduct regular market reviews to ensure clients receive up‑to‑date and relevant coverage options.


• Act as the primary point of contact during claims, coordinating between clients, insurers, and legal advisers to support efficient resolution.


• Demonstrate strong technical insight into pensions governance and excellent market knowledge.


• Maintain an up to date understanding of insurer terms, market practice, legislation, and regulatory developments.


• Build and maintain deep relations with providers, underwriters and specialists in the market to secure competitive and comprehensive terms.


• Identify new business opportunities, participating in tender responses and prospect presentations.

What we’re looking for?

• Demonstrable significant industry experience, including providing PTL/TII advice and leading client and introducer interactions.


• Deep market knowledge of insurer terms, market practice, legislation, and regulatory developments, combined with excellent provider, underwriter and specialist relations.


• Experience working within a large, well-established, client-facing consulting or advisory organisation is preferred.


• CII Certificate in Insurance (Cert CII) or progress towards CII Diploma / Advanced Diploma (Dip CII / ACII), with pensions specific modules preferred.


• Strong commercial acumen, with experience of successfully growing revenue over a sustained period.


• Collaborative team player with a commitment to mentoring, supporting colleagues, and contributing to team development.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us [e-mail]