Associate Post Transaction Consultant – 29634

As an Associate Post Transaction Consultant, you’ll play a key role in supporting a portfolio of clients as they navigate the final stages of their journey from buy in to wind up.

• Location: Birmingham/Edinburgh/Glasgow/London
• Category: Pensions
• Type: Permanent

Key Duties (Including but not limited to):

• Leading or supporting multiple wind up projects, acting as a main point of contact for trustees or working groups.
• Providing oversight of scheme wind up activities, including planning, monitoring and ensuring milestones are met.
• Liaising with insurers, scheme administrators and stakeholders to maintain progress against project plans.
• Leading or supporting strategic and technical aspects such as factor comparisons, lump sum exercises, funding reserves and surplus balance sheets.
• A professional qualification (or part‑qualification) in pensions (e.g., APMI, AFPC orIFoA).
• Ideally holds an Honours Degree.
• Educated to at least A‑level/Scottish Higher level, or equivalent experience.
• Knowledge and experience of UK DB pensions
• Experience in consultancy or supporting UK pension schemes (e.g., actuarial work, bulk annuities, trustee exec, scheme management).
• Understanding of the legislative framework for UK pension schemes appropriate to experience.

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