This team provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm. The role involves working jointly with colleagues in Investment Management, Broadstone and other third parties. There are opportunities to get involved with varied projects, including working with the Pension Protection Fund, developing coding skills, and working across teams.
Full Description:
The Actuarial Trustee Services team provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm. The role involves working jointly with colleagues in Investment Management, Broadstone and other third parties.
There are opportunities to get involved with varied projects including working with the Pension Protection Fund, developing coding skills, and working across teams.
Responsibilities may include analysing data, preparing calculations and producing letters and reports for review by colleagues.
Key Accountabilities
Liaising with Broadstone colleagues and external third parties.
Ensuring all work is carried out in accordance with Broadstone standards.
Gathering and analysing data and identifying potential errors, inaccuracies or incomplete data records.
Carrying out technical calculations relating to individual members of pension schemes for review by colleagues (for example, factors used to provide options to members on retirement).
Carrying out technical calculations relating to pension schemes for review by colleagues (for example, valuing the future cHelping colleagues produce tools for use by other departments.
Producing letters and reports for review by colleagues.
Other ad hoc duties as designated by line manager.
Training Outcome:There will be opportunities to progress within the company into various parts of our Actuarial Trustee Services team, whether the successful candidate is interested in the technical side of Actuarial work or is more comfortable with consulting. There is also the possibility of a Level 7 apprenticeship being carried out after the completion of Level 4.Employer Description:Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of over 800, brought together by a desire to provide a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves.
Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride.
Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.Working Hours :Monday to Friday, 9 am-5 pm.Skills: Communication skills,Attention to detail,Problem solving skills,A strong passion for maths,Commitment,Computer literacy,Microsoft Excel,Microsoft Word,Microsoft PowerPoint,Able to ask and offer help....Read more...
To support the delivery of actuarial team objectives to the wider company, including data production, model updates, analysing model output, MI production, and project and external delivery requirements.
To support the development and improvement of modelling and tools used and test tools developed.
To operate a robust control framework for the production of results, including maintaining appropriate documentation and compliance with relevant requirements (including TASs).
To engage in the structured training required to complete the Level 4 apprenticeship and actively manage a development plan.
Training Outcome:Opportunities to progress to Actuarial analyst role and support to complete IFoA Actuarial exams.Employer Description:About Just
We help people achieve a better later life. Thats our purpose and its the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.
This is a brilliant time to join our business. We are on an exciting growth journey to become the UKs most loved retirement expert.Working Hours :Monday to Friday between 9am - 5pm.Skills: Communication skills,Team working,Strong numerical skills,Excellent problem analysis,Resolution skills,Written communication skills,Interpersonal skills....Read more...
The Actuarial Technician Apprenticeship programme here at Isio, has been designed to develop you and enable you to start to kick-start your career within Pensions. You will be:
Applying actuarial skills and concepts to calculate the value of pension and other benefits for employers and trustees.
Financial modelling and risk analysis for client projects
Supporting senior colleagues in advising clients on their pensions strategy and how to manage these risks, both on a day-to-day basis and when considering a long-term objective.
Assisting with designing and implementing employee communication programmes.
Supporting senior colleagues in helping clients to understand and manage accounting, tax and legislative changes that affect their pension schemes.
Contributing to proposals for new business opportunities.
Supporting senior colleagues at client meetings
Training Outcome:Getting to grips with the fundamentals of the role and building workplace skills will be your priority when you join us. Our work stretches beyond pensions and that’s where we set ourselves apart. This includes you as you develop within the role.
Our Learning and Development team will be ensuring your skills are developed throughout the duration of your apprenticeship in addition to the support you will receive from our external government-approved Level 4 apprenticeship provider. The apprenticeship programme is just the start. We will support you at every stage of your career here at Isio, not just at the beginning. Beyond the Apprenticeship, support will be provided in working towards completing professional exams and getting the work experience to become a fully qualified Actuary and Fellow of the Institute and Faculty of Actuaries (IFoA). Employer Description:Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past, can we provide the financial confidence our clients deserve. Find out more about who we are and what we do via our careers site.Working Hours :In this role, apprentices will be required to work in their Isio office. They are based 4 or 5 days a week on their 6-month probation. Following completing your probation, you will be required to work in your Isio office 3 days per week. Days and times to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
As part of the Pensions Technical Team, you will be assisting the team in meeting their objectives, which include, but are not limited to:
Data analysis and manipulation
Running and understanding our calculation software
Calculating the total value of pension schemes’ benefits for various purposes
Processing a wide variety of individual pension scheme member calculations
Drafting written advice to clients following our various standards
Regular liaising and communicating within the team and with other departments at XPS, in addition to the opportunity to work alongside some of our other specialist teams
Training:
You will be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly. In addition, we will support you through the Level 4 Actuarial Technician Apprenticeship in partnership with BPP, a leading global education provider
This includes spending 20% of your working hours on a formal programme of off-the-job-training
Training Outcome:
We are committed to helping you reach your potential. By joining the Pensions Technical Team at XPS, you will work on a wide variety of projects and have access to extensive opportunities for professional development
Employer Description:As a FTSE 250 company, XPS Group combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors of all sizes, including 88 with assets over £1bn. Additionally, we offer wide-ranging support to insurance companies in the life and bulk annuities sector.
Our people drive our success, and as an XPS employee, you can bring your whole self to work - everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It's about inclusion and diversity, ensuring all our people feel included, that they belong at XPS, and that they're happy. Above all, it's about ensuring everyone has a voice and feels valued - because they are.Working Hours :Monday - Friday, 9.00am - 5.15pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
