
Pension Manager
Lloyds Banking Group
full-time
Posted on:
Location Type: Hybrid
Location: London • United Kingdom
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About the role
- Ensuring successful and timely delivery of: Formal and informal Trustee Board and Scheme Strategist Committee meetings, including agenda setting and completion of accurate minutes
- Trustee Board and Scheme Strategist Committee meeting papers
- Chair's Statement, Value for Money assessment, Annual Report & Accounts, Tech 05/20, Implementation Statement and TCFD report
- Liaison with the Trustees' advisers
- Ensuring that Trustee and Scheme Strategist decisions are properly made, recorded and actioned
- Recording decisions made outside of formal meetings and supporting completion of meeting follow-up activity
- Maintenance of Trustee and Scheme Strategist policies, registers and governance documents (including risk management framework, actions log, Statement of Investment Principles and Trustees' Service Agreement)
- Significant Event Reporting
- Reporting on relevant technical and legislative changes, as well as ensuring compliance
- Facilitation of training and supporting annual training needs assessments
- Preparation of budgets and monitoring of costs
- Maintenance of the Business Plan, Continuity Strategy and Communication Plan
- Supporting Master Trust related technical queries; and leading and/or participating in ad hoc projects and activities.
Requirements
- Knowledge and experience of pensions, Master Trusts and the workplace market
- 10 years’ experience of working with Trustee Boards
- A strong influencer and negotiator, able to build credibility quickly, manage differing customer views and reach well‑reasoned outcomes
- Highly effective interpersonal and communication skills, with a proven ability to explain complex or technical issues clearly, tailoring messages for different audiences
- Proactive and delivery‑focused, demonstrating personal accountability, pace and follow‑through, with the confidence to take ownership of outcomes and drive work forward
- A confident decision‑maker, who can lead projects end‑to‑end, prioritise effectively, deliver to deadlines in a fast‑paced environment, and see opportunities to improve processes and implement more efficient ways of working
- Highly desirable capabilities APMI or equivalent
- Experience of working with an IGC
Benefits
- Flexible Working Options
- Hybrid Working
- Job Share
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
pensionsMaster TrustsTrustee Board managementbudget preparationrisk managementreportingtraining facilitationproject managementcompliancedecision-making
Soft Skills
influencingnegotiationinterpersonal communicationtailoring messagesproactivepersonal accountabilityownershipprioritizationprocess improvementfast-paced decision-making
Certifications
APMI