If you’ve built your career around Defined Benefit pensions, particularly in funding and investment and you’re starting to wonder what life looks like beyond consultancy, this might be worth a conversation.
I’m currently working on a DB CRM role with a leading provider, and it offers something a little different.
- You’ll inherit an established portfolio of DB clients
- You’ll focus on relationship management and strategic oversight, not business development
- No billable hours. No revenue targets.
Instead, this is about becoming a trusted partner to schemes, helping them navigate funding, investment, and long-term objectives within a provider environment that’s actively evolving.
The organisation is in a growth phase, with several new propositions coming to market. That means you’ll have the opportunity to be part of something forward-thinking, rather than simply maintaining the status quo.
This would suit someone currently in consultancy, or perhaps someone who has already moved into a professional trustee firm, who enjoys the client-facing side of the work but is now looking for a shift in pace, focus, and structure without losing the technical depth that makes DB pensions interesting.
I appreciate there may be some hesitancy, given the ongoing discussion around DB schemes moving towards buy-out and what that means for the market. While that journey is very real, it’s also driving a significant amount of activity around funding, investment strategy, and endgame planning.
If you’re open to hearing more, I’d love to set up a conversation, let’s talk!
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