Pension Trustee Director

Role Overview

• Delivery of Pension Trustee services: Developing a portfolio of pension scheme trusteeships and taking day-to-day responsibility for the schemes in your portfolio
• Providing support as “cover” for other designated schemes in accordance with Law Debenture’s policy statement in relation to peer reviews and peer support
• Working with colleagues on pension schemes where there are multiple Law Debenture trustees, for example, acting on a corporate sole trustee appointment or as chair or co-trustee on sub-committees or working parties where you may have particular expertise
• Working alongside colleagues in our Pegasus (governance) business on project work on pension schemes involved in particular exercises, e.g. buy-ins and other insurance transactions, funding discussions, liability management exercises, corporate restructurings, service provider reviews
• Taking responsibility for collecting and disseminating information on one or more technical areas relating to pension trusteeship
• For the purposes of the above, to act as a director of The Law Debenture Pension Trust Corporation p.l.c.
• Business development and client care: Helping to grow and market our pension trustee and Pegasus businesses, including securing new client opportunities from own personal network
• Networking, maintaining and developing external relationships to support business growth
• Developing marketing content – LinkedIn, website, service line brochures, case studies, blog content
• Managing client/commercial relationships (e.g. responding to RFPs, client agreements, invoicing)
• Representing Law Debenture on external bodies and at external events, e.g. conferences, seminars, debates
• Team Management & Leadership: Participate and assist in the development of the Pension Trustee Team, including providing support, sharing knowledge and developing practices and procedures
• General Duties: Contribute fully to the development and growth of the LawDeb business
• 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
• Carry out such other tasks as you may be reasonably directed to do by the senior management team from time to time

Requirements

• Appropriate professional qualifications, APMI, actuarial, legal depending on area of specialisation
• Completion of TPR’s Trustee Toolkit and PMI Award in Trusteeship (or willingness to do so within 6 months of appointment)
• Existing Pensions Trustee experience (for example as a member or employer-nominated trustee) highly desirable as well as relevant experience at a senior level in the Pensions Industry
• Demonstrable commercial approach
• Strong experience of all types of occupational pension schemes/knowledge of pensions market
• Business development experience
• Ability to lead Board meetings and work well at Board level
• High standards of professionalism, integrity and ability to maintain confidentiality
• Generously collaborative, with excellent relationship
• building ability and a clear focus on client care
• A confident, articulate communicator both written and oral
• Able to work with little supervision on own initiative and outside of comfort zone
• A “sleeves-rolled-up” style of working; pro-active in continuously striving for improvements
• Comfortable expressing an alternative view, evaluating advice (and advisers) and proposing a way forward
• Taking accountability for own professional knowledge and progress
• Resilience, willingness to listen, learn and incorporate feedback

Benefits

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