Ensuring successful and timely delivery of:
Formal and informal Trustee Board and Scheme Strategist Committee meetings, including agenda setting and completion of accurate minutes
Trustee Board and Scheme Strategist Committee meeting papers
Chair's Statement, Value for Money assessment, Annual Report & Accounts, Tech 05/20, Implementation Statement and TCFD report
Liaison with the Trustees' advisers
Ensuring that Trustee and Scheme Strategist decisions are properly made, recorded and actioned
Recording decisions made outside of formal meetings and supporting completion of meeting follow-up activity
Maintenance of Trustee and Scheme Strategist policies, registers and governance documents (including risk management framework, actions log, Statement of Investment Principles and Trustees' Service Agreement)
Significant Event Reporting
Reporting on relevant technical and legislative changes, as well as ensuring compliance
Facilitation of training and supporting annual training needs assessments
Preparation of budgets and monitoring of costs
Maintenance of the Business Plan, Continuity Strategy and Communication Plan
Supporting Master Trust related technical queries; and leading and/or participating in ad hoc projects and activities.

Knowledge and experience of pensions, Master Trusts and the workplace market
10 years’ experience of working with Trustee Boards
A strong influencer and negotiator, able to build credibility quickly, manage differing customer views and reach well‑reasoned outcomes.
Highly effective interpersonal and communication skills, with a proven ability to explain complex or technical issues clearly, tailoring messages for different audiences.
Proactive and delivery‑focused, demonstrating personal accountability, pace and follow‑through, with the confidence to take ownership of outcomes and drive work forward.
A confident decision‑maker, who can lead projects end‑to‑end, prioritise effectively, deliver to deadlines in a fast‑paced environment, and see opportunities to improve processes and implement more efficient ways of working.
Highly desirable capabilities APMI or equivalent.
Experience of working with an IGC.

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Hybrid Working
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Pension Manager

Key skills