Pensions Manager

Job Summary:

As a Pensions Manager, you will manage the staff within the Pensions department.  Duties will include but are not limited to:

  • Administration of all scheme types, including:
    international and domestic master trusts, group and personal/occupational pension schemes and QROPS/QNUPS
  • Administration of contributions and benefit payments
  • Facilitating and implementing new investments in both portfolios and unquoted companies
  • Managing GAD calculations for all SIPPS clients
  • Managing pension payments for all SIPPS clients
  • Annual tax returns for SIPPS
  • Training, management of and support for Pension Executives and Senior Pension Executives
  • Checking work prepared by Pension Executives and Senior Pension Executives
  • Prepare and submit VAT returns for SIPPS
  • Annual CRS & FATCA reporting
  • Property work – liaising with advocates/solicitors and estate agents regarding purchases, sales, leases and legal charges
  • Ensuring invoices addressed correctly and checking reimbursement expenses
  • Loans – drafting loan agreements and extensions from templates, reviewing loan agreements drafted by third parties, review legal charge/security documentation
  • Deeds – drafting from both templates and in full where necessary
  • Interpreting and applying pension scheme rules and regulations
  • Trustee appointments and retirements
  • Amendments to pension scheme rules, implemented by either Deed or Resolution where required
  • Dealing with death cases of members and trustees
  • Pension transfers of individual benefits or whole schemes both in and out
  • Scheme dissolutions including fund remnant payments, deaths and transfers out
  • New client take-on process
  • Formations/establishments of new SIPPS
  • Bookkeeping of all pension scheme assets
  • Liaising directly with clients, trustees, investment managers, IFA’s and other third parties
  • Ad hoc projects

Reporting To:


Qualifications Required:

  • 5 GCSEs or equivalent at grade C or above


  • Ideally 5 years in a pension administration environment and experience of managing a team
  • Microsoft Office – particularly Excel & Word
  • VT, CCH and Laserfiche would be an advantage but not essential


External and internal training will be provided and encouraged


  • Attention to detail
  • Excellent communication skills
  • Able to work on their own initiative
  • Able to work under pressure and to strict deadlines
  • Management of own workload with minimal supervision
  • Management and awareness of team’s workload


Manage the pensions team


  • Proactive
  • Organised
  • Team Player
  • Enthusiastic
  • Flexible approach
  • Personable


Full time


  • Medicash Health Plan
  • Flexible hours and working opportunities
  • Pension
  • Car parking
  • Study Support
  • Personal development and growth programmes
  • Team events
  • Fresh fruit weekly
  • Ongoing CPD Support
  • Discounted Gym Membership

Closing Date – Thursday 30th November 2023