Associate Pensions Executive

About Law Debenture

Law Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a day–to–day basis we are nimble, ambitious and small enough to know everyone by name, whilst also benefiting from the profile and credibility of a listed business. This is thanks to our 135-year-old FTSE250 investment trust and our fast-growing independent professional services business of over 300 colleagues across 6 business lines. At LawDeb, doing work that has a positive impact is important to us. We need the very best people to be the custodians of our business for the next stage of our proud history and growth. We’re ambitious to innovate, collaborate and push forward in providing peace of mind and excellence for our clients and each other. We’re on a journey to shape a culture we’re all proud to be part of. One where everyone feels trusted, supported and empowered to own their success. Working at LawDeb, you will have access to our enviable network of clients and innovative projects, as well as brilliant colleagues to learn from and collaborate with.

Principal Duties

• Outsourced pensions executive services and projects:
• Business planning/organisation – liaising with chair/trustees/in‑house pensions leads and other stakeholders.
• Promoting positive relationships with/ sourcing input from advisers and service providers on behalf of trustee boards and corporates.
• Pro‑active support for scheme secretarial duties including:
• Planning/organisation/relationship management for chair/trustees/advisers/in‑house.
• Meetings – ensuring effective implementation of trustee meeting arrangements, scheduling and governance activity, as appropriate, and providing support in the meeting preparation/attendance/minutes/follow‑up actions.
• Initial drafting of member communications – e.g. trustee newsletters/Summary Funding Statements/member websites.
• Ongoing governance – supporting with budget/cost control, ensuring maintenance of Trustee documentation such as: business plans/risk registers, regulatory deadlines, annual returns etc.
• Management of routine scheme projects e.g. annual report and accounts.
• Assisting with governance projects e.g. member nominated trustee selections, trustee effectiveness, service provider reviews and procurement projects.
• Supporting Trustee Directors and Pegasus Executives on LawDeb corporate sole trustee schemes/non‑registered pension schemes in line with established frameworks.
• Strategic change projects – assistance as required (e.g. project management support for implementing investment strategy, scheme de‑risking and wind‑up projects).

Business development and client care

• Establishing and maintaining external relationships to support business growth and becoming a trusted contact.
• Support with managing client/commercial relationships (e.g. invoicing, input into RFP responses and client agreements).
• In collaboration with Pegasus colleagues, contributing to the development of new and existing service lines for Pegasus including proposals and marketing initiatives.
• Become a first point of contact for day‑to‑day client activities e.g. adviser queries.

Team and work management

• Participating in induction and training activities.
• Establishing and documenting work protocols; maintaining work‑management tools etc.
• Training, development and peer review of Pensions Executive Administrator role outputs.

General duties

• Contribute to the development and growth of this growing LawDeb business and ensure processes are efficient and effective, including thorough record‑keeping and provision for client access.
• Undertake training and development as appropriate and engage fully in the performance management process.
• Contribute to the LawDeb culture positively, attend meetings as required, and carry out duties willingly and diligently.
• Where regulatory rules apply, abide by these in spirit and fact.
• Support and guide (where appropriate) Pegasus colleagues to ensure deliverables are completed within agreed timelines and to a high quality.
• Carry out such other tasks as you may be reasonably directed to do by your line manager and the senior management team from time to time.

Essential Knowledge, Skills, Experience

• Strong experience of occupational pension schemes/knowledge of pensions market (gained from a minimum 2 – 5 years of working in pensions arena).
• Awareness of technical pensions matters and proactively maintain up‑to‑date knowledge of industry developments.
• Competent user of MS office systems (e.g. Excel, Word, PowerPoint).
• Experience of liaison with third party suppliers, advisers, industry regulators and appropriate relationship management.
• Strong communication, numeracy and data manipulation skills (incl. grammar and adapting communication style to suit audience).

Preferred Knowledge, Skills, Experience

• Part‑qualified APMI, actuarial or equivalent professional qualification.

Person Specification

• High standards of professionalism, integrity and ability to maintain confidentiality.
• A confident, articulate communicator both written and oral.
• Able to work with little supervision on own initiative and reach beyond comfort zone.
• A “can do” attitude with the ability to innovate and collaborate in resolving client problems including researching and deploying new technologies where appropriate.
• Excellent time management, organisational and planning skills; able to prioritise work and meet competing deadlines.
• Able to be agile and adaptable to changing priorities, and to work flexibly.
• Diligent and systematic with strong attention to detail.
• Takes accountability for own professional knowledge and progress.
• Resilience, willingness to listen, learn and incorporate feedback.
• Proactively seeks support where required.

Your Reward

• Competitive salary with performance bonus scheme
• Generous pension contribution
• Full healthcare cover
• Health cash plan
• Life assurance
• Buy/sell annual leave scheme

Additional Information

People who thrive at LawDeb make the most of this foundation to grow themselves, help us improve and have fun playing their part in building the culture that’s fuelling our growth. LawDeb hires people based on personal merit and qualifications regardless of age, disability, gender, gender identity, gender expression, race, religion or belief, sexual orientation, socioeconomic background or any other protected attribute. We celebrate the diversity of our colleagues and provide an inclusive environment so you can bring your true self to work. We recognise that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. If you feel that you require any reasonable adjustments to be able to participate in this recruitment process, please provide further details where prompted. Please note that we have a thorough referencing process, which includes credit and criminal record checks.