Specialist Pensions Consultant

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Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.

Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.

Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.

And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors.

Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.

We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.

A Pension Technical role designed to support PWP and their consultants in respect of complex pensions.

The role will have primary focus on Safeguarded Pension transfers, with additional focus as and when required in relation to at-retirement advice, high earner pension tax planning and other complex areas of pension planning.

The Specialist Pension Consultant will be called upon to fulfil a Pension Transfer Specialist (PTS) role, as and when required.

PWP are often required to provide advice/ services to high earners as well as individuals requiring Pension Freedom advice. In project situations, the Specialist Pension Consultant will play a key part in the design of the service and the technical accuracy of the service delivery.

Role and Responsibilities

1. To assist in growing PWP by acting as a PTS for Safeguarded Pension Transfers.
2. To work alongside the part-time resource already fulfilling the PTS role.
3. To provide pro-active input and sign-off when required, for complex pensions relating to at-retirement services and high earner pension tax planning. This can include large scale project work.
4. To work with the management team of PWP, including the Head of Compliance, in order to maintain high standards of compliance and controlling of risk.
5. The Specialist Pensions Consultant will support the PWP business on projects which are considered as a need to protect clients and the reputation position of Premier.
6. To interrogate Scheme Specifications for schemes where we are appointed by the sponsor to provide retirement advice, to ensure that we have all the information that we need to set up scheme templates within the FinCalc TVAS system.
7. To set up scheme templates within the FinCalc TVAS system, and to run test calculations to ensure that our projections are in line with those provided by the scheme.
8. To interrogate the data that is to be provided for members of schemes seeking advice where we have been appointed by the sponsor to provide that advice, to ensure that we will be receiving all the information that we need to produce an accurate TVAS

Experience and Competencies Required

• CII G60 or AF3 examinations essential, plus a commitment to study for the new CII pension transfer exam AF7
• Good IT based experience, including MS Word, Excel and PowerPoint.
• Project Management, including use of either MS Project, Excel and Smart Office.
• The ability to think objectively and without external influence, make important decisions that positively impact on client financial decisions.
• The ability to manage stakeholders at all levels internally and externally with outstanding communication skills.
• Excellent organisational and management skills.
• Organised and thorough, with great attention to detail.
• Commercial awareness and sound judgement.
• At least 10 years of experience in pensions.
• Past experience in dealing with Defined Benefit transfers; high earner pension issues and Pension Freedoms.

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