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Retirement planning specialist

Bedford
Sammons
Planner
Posted: 21 June
Offer description

Are you looking for the next level role within an in-house pensions team? Our client is seeking a capable and motivated individual to support the Head of Corporate Pensions in the effective governance, strategic oversight, and delivery of pension provision across the UK and Ireland. This role is key to ensuring compliance with pension legislation, supporting financial reporting processes, and managing a wide range of business-critical pension projects. You’ll also serve as a trusted advisor to internal stakeholders on all aspects of pensions, life assurance, and related benefits.

Support and lead pension governance and strategic projects across UK&I, ensuring effective delivery and regulatory compliance.
Provide data and analysis to support pension disclosures in Group and statutory financial statements.
Assist with de-risking strategies such as trivial commutation and pension increase exchange exercises.
Support NHS and other external scheme participation, including bulk transfers and contract negotiations.
Coordinate the collection of notifiable events across UK businesses and liaise with The Pensions Regulator.
Advise on pensions-related aspects of acquisitions, disposals, and new contracts including TUPE compliance.
Prepare materials for employee and pension forums, and support ongoing communication with UK divisions.
Manage life assurance renewals, audits, and handle day-to-day queries and processes.
Liaise with global teams on executive retirement planning, including Scheme Zero and LTI coordination.
Lead the annual administration and communication of the Bonus Sacrifice Scheme.
Act as the go-to contact for HR, payroll, and benefits teams on pensions-related issues across UK businesses.

Solid knowledge of defined benefit and defined contribution schemes, UK pensions legislation, and financial reporting for pensions.

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