Calculations & Senior Analyst

The Senior Analyst role sits within the Calculations & Benefits team, part of the Client Onboarding & Change division within the Pension Administration service line.

The Calculations & Benefits Senior Analyst plays a key role in the delivery and ongoing management of a range of technical pensions work streams, including Isio’s Pensions Dashboard programme, GMPe and client onboarding. Responsibilities include maintaining up-to-date technical benefit specifications, supporting the technical onboarding of new schemes, and designing and maintaining bespoke calculation solutions. The role will initially focus on Pensions Dashboard, supporting delivery in line with regulatory dashboard refresh requirements.

The role will work closely with the Administration business, in particular the Admin Systems and Admin BAU teams, as well as stakeholders from across Isio and third parties. As part of the wider Client Onboarding and Change team there may be opportunities to work across work streams and further expand your skills and knowledge. The role will include some team management responsibilities.

This role can be based in our Reading, Birmingham, Manchester, Croydon or Bristol city centre office with a hybrid workstyle.

• Lead and prioritise technical Pensions Dashboard activity across multiple schemes.
• Ensure scheme changes, data rectification and GMP equalisation updates are reflected in benefit specifications ahead of annual values refreshes.
• Develop and maintain bespoke technical calculations and controlled Excel solutions.
• Interpret scheme rules and translate complex benefits into accurate technical requirements.
• Oversee testing, quality assurance, risks, controls and technical documentation.
• Support the onboarding and connection of new administration clients to the Pensions Dashboard.
• Coordinate stakeholders, provide technical guidance and improve delivery processes.

• Excellent knowledge of UK DB pension schemes, including benefit structures and calculation methodologies.
• Experience interpreting scheme rules and producing clear, accurate technical benefit specifications.
• Strong analytical and problem-solving skills, with the ability to investigate complex data and calculation issues.
• Advanced Excel skills.
• Experience of technical implementation and scheme onboarding.
• Strong testing and quality-assurance skills, including test planning, evidence review, regression testing and defect management.
• Excellent attention to detail, with a strong understanding of risk, controls, governance and audit requirements.
• Ability to manage competing priorities, dependencies and delivery deadlines across multiple schemes.
• Strong stakeholder-management and communication skills, including the ability to explain technical matters clearly.
• Experience working collaboratively across administration, systems, project and client teams.
• Ability to provide technical guidance, review work and support knowledge sharing within the team.
• Risk, control and governance principles and awareness
• Knowledge of pensions dashboard legislation, regulatory guidance and technical standards.
• Experience connecting pension schemes to the pensions dashboard ecosystem.
• Experience designing, testing and maintaining automated or bespoke calculation solutions.
• Experience coaching or managing junior colleagues.

• A competitive salary and market leading bonus scheme

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

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