Performance Lead
Listed on 2026-09-06
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Finance & Banking
Performance Lead
The Church of England Pensions Board
Church House or Bishopthorpe - flexible and hybrid working options ( 1 day per week in office)
Band 2 : £57,297 (pro rata of £71,621) Permanent, Part-Time (28 hours per week)
About the Church of England Pensions Board
The Church of England Pensions Board provides retirement services to those who serve or work for the Church. Both a regulated pension fund and registered charity, more than 43,000 people rely on us for their pensions. A leader in ethical and responsible investment, we carefully steward the £3.5bn of pension savings entrusted to us to not only grow our members’ pensions, but also to drive systemic and lasting change across the industries and sectors in which we invest for a just and sustainable word.
The Board also supports 2,300 retired clergy with housing, including managing a national portfolio of 1,200 rented homes and Community Living options.
Supported by a multi-million pound grant from the wider Church, we are setting up a new function responsible for engaging with clergy at all stages of life and ministry on their current and future plans. This includes offering access to: grants to kick-start saving, bespoke advice at key life stages and tailored products that will give our customers more choice about their future.
We are seeking a proactive and highly organised Performance Lead to join our new team, taking responsibility for evaluating the impact and effectiveness of the Financial Wellbeing service. You will lead performance reporting, team governance, planning cycles and risk management, ensuring the service is well run, accountable and continuously improving. A critical part of this role includes business case development, for future services and funding.
Our values
We want the Pensions Board to be a great place to work. For us that starts by ensuring that everyone feels that they belong and are valued for who they are and what they contribute.
Living out our values in all that we do, we:
• Strive for Excellence
• Show Compassion
• Respect others
• Collaborate
• Act with Integrity
The Pensions Board, as part of the National Church Institutions (NCIs) of the Church of England, offers a safe, inclusive workplace for people of all backgrounds and walks of life. We welcome applications from people of all faiths and of no faith. We want to encourage applications from a diverse group of people who share our values. Even if you have never thought about working for us before, if you have the skills and experience we’re looking for, then we would like to hear from you.
What you’ll be doing
As Performance Lead, you will be the integrator and operational anchor for the Financial Wellbeing service ensuring we have the right governance, planning cycles, KPIs and performance reporting in place to run an effective, accountable and high impact service.
This includes assessing service delivery against our strategic goals and building up a good picture of future demand for the Board’s in retirement services, especially retirement housing. This role is both analytical and operational: you will ensure the service has a clear view of its performance while also shaping the processes, rhythms and governance structures that keep the team aligned and effective.
You will work closely with the Insight & Data Analyst Lead to ensure performance reporting is robust, with Finance and Strategy on investment/business case design and business planning, and with Audit & Risk to ensure compliance and assurance.
MAIN DUTIES AND RESPONSIBILITIES
Performance, Monitoring & Evaluation
- Lead the monitoring and evaluation framework for the service, ensuring KPIs and impact measures are meaningful, accurate and aligned to strategic objectives. Developing the framework as required.
- Produce regular performance reports for the PB Executive and Trustees, ensuring clarity, insight and ownership across the financial wellbeing team. Ensure performance reporting is timely, consistent and aligned with organisational standards.
- Collaborate with Financial Wellbeing colleagues to ensure data is interpreted effectively and used to drive improvements.
- Develop and recommend new KPIs or impact…
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