Client Relationship Manager - DB Pensions

If you’ve built your career around Defined Benefit pensions, particularly in funding and investment and you’re starting to wonder what life looks like beyond consultancy, this might be worth a conversation. I’m currently working on a DB CRM role with a leading provider, and it offers something a little different. You’ll inherit an established portfolio of DB clients You’ll focus on relationship management and strategic oversight, not business development No billable hours.

No revenue targets. Instead, this is about becoming a trusted partner to schemes, helping them navigate funding, investment, and long-term objectives within a provider environment that’s actively evolving. The organisation is in a growth phase, with several new propositions coming to market. That means you’ll have the opportunity to be part of something forward-thinking, rather than simply maintaining the status quo.

This would suit someone currently in consultancy, or perhaps someone who has already moved into a professional trustee firm, who enjoys the client-facing side of the work but is now looking for a shift in pace, focus, and structure without losing the technical depth that makes DB pensions interesting. I appreciate there may be some hesitancy, given the ongoing discussion around DB schemes moving towards buy-out and what that means for the market.

While that journey is very real, it’s also driving a significant amount of activity around funding, investment strategy, and endgame planning. If you're open to hearing more, I'd love to set up a conversation, let's talk!