Associate Post Transaction Consultant

Overview

As an Associate Post Transaction Consultant, you’ll play a key role in supporting a portfolio of clients as they navigate the final stages of their journey from buy‑in to wind‑up. You’ll work closely with Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes, helping them progress confidently through complex and sensitive end‑game milestones. You’ll be part of our Pensions Post Transaction Team, focusing on delivering clear, thoughtful advice, building strong relationships with client contacts, and managing multi‑disciplinary projects.

Responsibilities

• Lead or support multiple wind‑up projects, acting as a main point of contact for trustees or working groups.
• Provide oversight of scheme wind‑up activities, including planning, monitoring and ensuring milestones are met.
• Liaise with insurers, scheme administrators and stakeholders to maintain progress against project plans.
• Lead or support strategic and technical aspects such as factor comparisons, lump sum exercises, funding reserves and surplus balance sheets.
• Oversee (not deliver) data cleansing, GMP Equalisation, administration transition and settlement of DC/residual benefits.
• Support other business areas (risk transfer, actuarial consulting, governance, propositions, new business).
• Manage delivery against project plans, escalating risks where needed.
• Deliver training to clients and build/maintain strong client relationships.
• Prepare client invoices in line with internal deadlines and ensure accuracy, rigour and clear audit trails across all work.
• Keep up to date with relevant pensions law and practice; collaborate within the Post Transaction Team and wider business.
• Adhere to Information Security standards, policies and procedures.

Qualifications & Experience

• A professional qualification (or part‑qualification) in pensions (e.g., APMI, AFPC or IFoA).
• Ideally holds an Honours Degree.
• Educated to at least A‑level/Scottish Higher level, or equivalent experience.
• Experience in consultancy or supporting UK pension schemes (e.g., actuarial work, bulk annuities, trustee exec, scheme management).
• Understanding of the legislative framework for UK pension schemes appropriate to experience.

We welcome applications from candidates who may not possess all attributes but are competent and can develop the required skills with support.

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