Trusts Associate

Reference: 6141

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Your Role and What You'll Be Doing You’ll be joining our market leading Pensions team, supporting insurer‑led death in service trust work for life assurance providers operating in the employee benefits and pensions market. This role will work closely with Martin Jenkins and Matthew Ambler, providing specialist trust expertise to support these longstanding client relationships.

We’re looking for a trusts lawyer who is confident operating in a discretionary decision‑making environment, advising on more complex death benefit claims and helping trustees reach clear, well‑reasoned and defensible outcomes.

Your work will include:

Advising on death in service discretionary trusts, primarily for the trustee of several life assurance master trusts which have been established by insurer clients

Assessing competing beneficiary claims and evaluating factual evidence and representations

Supporting and documenting trustee discretion decision‑making, ensuring decisions are robust, consistent and defensible

Providing clear, practical advice in sensitive and high‑judgement cases

Working collaboratively with colleagues in the Pensions team and wider BSGSupporting key client relationships.

About You We’re looking for someone who brings strong technical foundations alongside confidence in judgement‑based trust work:

An experienced Trusts Lawyer or Legal Executive.

Background in trusts, contentious or quasi‑contentious trusts, private client disputes, or trustee advisory work.

We would also welcome applicants with a background in contentious probate work.

Comfortable exercising and advising on discretionary decision‑making, particularly where beneficiaries’ interests compete.

Strong analytical skills, with the ability to distil complex information into clear, defensible conclusions.

Commercial and pragmatic, with experience working for or alongside institutional clients.

Able to work independently while collaborating effectively with colleagues across teams.

Our Benefits
- What We Can Offer You
25 days holidays as standard plus bank holidays
- You can ‘buy’ up to 35hrs of extra holiday too.

Generous and flexible pension schemes.

Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported.  This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can…