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Senior Pension Transitions Consultant

Job in Birmingham, West Midlands, B1, England, UK
Listing for: LegalAndGeneral
Full Time position
Listed on 2026-06-07
Job specializations:
  • Business
    Regulatory Compliance Specialist, Risk Manager/Analyst
Job Description & How to Apply Below

We are recruiting for a Senior Transitions Consultant to join our Award Winning Pension Risk Transfer Business.

What you'll be doing:
  • Developing and delivering scheme-specific transition plans, including documentation, governance structures, and controls to ensure efficient and timely onboarding for Trustees, advisers, and internal stakeholders.
  • Analysing scheme benefits and data to support the drafting of legal agreements, ensuring benefits can be accurately administered by Client Services teams.
  • Conducting first‑line peer reviews to ensure benefit specifications and data are accurate, enabling correct customer benefit payments and scheme funding.
  • Taking end‑to‑end ownership of allocated schemes, monitoring progress, managing reviews, and responding promptly and appropriately to customer and stakeholder communications.
  • Supporting new business origination and Transition Managers by advising on administration capabilities and attending site visits to assess data quality prior to transactions.
  • Ensuring clear and timely communication with a complete audit trail across all benefit and data items throughout the onboarding lifecycle.
  • Contributing to continuous improvement within PRT Client Services by producing relevant management information (MI) and sharing insights.
  • Ensuring customers receive tailored, understandable communications that enable fair outcomes and appropriate action.
Who we're looking for:
  • Pensions qualification such as CII, PMI, or demonstrable equivalent experience.
  • An in‑depth knowledge of DB pension regulations, including schemes undergoing de‑risking (essential).
  • Demonstrable understanding of Defined Benefit scheme structures and administration (essential).
  • Ability to manage tight deadlines and prioritise workload effectively.
  • Ability to deliver a timely and accurate service, with a strong focus on getting things right the first time.
  • Strong risk awareness, including the ability to proactively identify and mitigate risks to the team and business.
  • Excellent organisational and project management skills, with hands‑on project experience being highly advantageous.
  • A clear and professional communication style that can be tailored to both internal and external stakeholders; including policyholders, members, regulators, third parties, and colleagues.
Benefits we offer:
  • The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes.
  • Generous pension contribution.
  • Life assurance.
  • Healthcare plan.
  • At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There is also the option to buy and sell holiday.
  • Competitive family leave.
  • Participation in our electric car scheme, offering employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice.
  • Discounts on our own products and at a range of high‑street stores and online.
  • Net‑zero carbon workplace initiatives by 2030 across modern UK offices.
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Position Requirements
10+ Years work experience
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