iO Associates
Consultant, Global Retirement & Financial Wellbeing
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Consultant, Global Retirement & Financial Wellbeing Location: Epsom, Surrey (Hybrid) Employment Type: Permanent Salary: £65,000 per annum
About the Role
We're supporting a global engineering and professional services organisation looking for a Consultant, Global Retirement & Financial Wellbeing to support the governance and delivery of its UK and European retirement programmes, employee share plans and financial wellbeing initiatives.
The role has direct responsibility for the UK defined benefit (DB) pension arrangements, working closely with trustees, advisers, administrators and internal stakeholders.
Key Responsibilities
- Act as the key contact for UK DB pension plans, trustees and advisers
- Oversee day-to-day pension operations, adviser delivery and projects
- Attend trustee meetings and support governance activities
- Coordinate member communications and employee pension queries
- Maintain governance records, trackers and reporting
- Support year-end accounting, board assurance and governance requirements
- Work with Payroll, Finance, Treasury, Legal and Rewards teams
- Support global retirement, share plan and financial wellbeing initiatives
- Assist with M&A pension due diligence and integration activities
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Required Experience
- Experience working with UK trust-based pension schemes
- Background in pension operations, governance, secretarial or trustee matters
- Exposure to defined benefit (DB) pensions
- Strong analytical, communication and stakeholder management skills
- Ability to manage projects and work independently
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Nice to Have
- Experience with pension risk transfer or scheme wind-up projects
- Multinational/global organisation experience
- HR committee reporting and risk management
- Global pensions accounting coordination
- M&A pension due diligence and integration
You'll have the opportunity to take ownership of UK DB pension arrangements while gaining broader exposure to global retirement, employee share ownership and financial wellbeing programmes within a large international organisation.
If you have a strong background in UK DB pensions and are looking for a role with genuine ownership and wider global exposure, I'd be happy to discuss the opportunity with you.
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