Reference Quantity: ST0187

Particulars of normal

Function and occupation

Office Pensions Administrator or Marketing consultant


This normal comprises 2 roles in a core and choices construction. Both position may very well be offering info in relation to in home pension schemes or externally to pension purchasers of the organisation. Neither position will present monetary recommendation.

Office Pensions Directors play a crucial position in managing the everyday operation of office pension schemes. A Office Pensions Administrator is more likely to be concerned in a wide range of duties supporting extra senior directors. This will embody, however not be restricted to:

  • Producing quotations and organising advantages for members together with retirement, dying and leaving service earlier than retirement, transfers into or out of the office pension scheme
  • Sustaining office pension scheme money books; reconciling financial institution statements; getting ready cash-flow forecasts
  • Collating info and drafting Administration Stories for purchasers
  • Sustaining and updating member information for instance revised wage information, modifications of deal with or marital standing
  • Responding to office pension scheme particular enquiries from members, together with fund valuation requests, info on funding choices; clarification of the advantages payable beneath the office pension scheme

Organisations of all sizes and shapes require specialist help when deciding on and working office pension schemes and that is usually supplied by Office Pensions Consultants. A Office Pensions Marketing consultant is more likely to be concerned in a wide range of shopper help actions together with governance, technique and administration, working in a crew supporting extra skilled colleagues. Duties could embody, however not be restricted to:

  • Aiding / advising pension scheme sponsors and Trustees as material specialists, pulling collectively the various advanced and interrelated areas of pensions regulation, technique, implementation and governance of the scheme.
  • Inputting into and setting the agenda for Trustee conferences, working in collaboration with appointed authorized advisers, actuaries, funding advisers, auditors and regulatory our bodies.
  • Aiding in communications to pension scheme members, complaints administration, challenge administration and negotiations with sponsoring employers.
  • Aiding within the governance of a pension scheme – this may occasionally embody the upkeep of a threat register, marketing strategy, member nominated trustee election course of, dispute decision course of and Trustee information and understanding.

Core competencies – relevant to each roles:


What’s required

Office Pension Schemes

Broad understanding of the construction of office pensions schemes and the completely different roles concerned in working a scheme.

Regulatory and Compliance

Understands the regulatory and legislative atmosphere for office pensions and the affect of this on their position. Understands the distinction between offering info, steerage and recommendation.

Enterprise Consciousness

Understands their organisation’s enterprise technique, tradition and position inside the office pensions sector. Has an consciousness of how their very own position matches inside the wider organisation and office pensions trade.

Programs and processes

Understands all methods and processes used within the position along with the requirements to be met.


What’s required

Consumer Service

Delivers wonderful service, assembly shopper wants e.g. producing quotations or advising trustees; assembly inside service requirements; handles a spread of conditions together with coping with complaints appropriately.

Delivering outcomes

Delivers work that meets required high quality, requirements and targets, utilizing the required methods and processes.


Demonstrates good interpersonal expertise and communicates successfully with all stakeholders e.g. pension scheme members or sponsors.

Group working and collaboration

Persistently helps colleagues and collaborates to realize outcomes. Builds and maintains robust working relationship with colleagues and purchasers e.g. sponsoring employers or trustees. Conscious of personal position inside crew and affect on others.

Planning and organising

Plans and manages personal workload successfully, responding to modifications when essential.

Private Growth

Proactively plans and information their very own improvement in each present position and profession by way of a spread of strategies e.g. office studying, skilled programs.


What’s required

Honesty and Integrity

Truthful, honest and reliable of their actions. Reveals integrity by doing the appropriate factor.

Maintains confidentiality always.


Meets private commitments and expectations, e.g. finishing work, timekeeping. Takes possession of duties.

Dedication and Enthusiasm

Demonstrates enthusiasm and dedication. Prepared to recommend / share new concepts and alternatives for change.


Accepts altering work priorities and patterns when new jobs should be accomplished and adapts to enterprise change.

Private Effectiveness

Works properly beneath stress, offers with challenges and meets targets.

There are extra particular competencies for the choices of Administrator and Marketing consultant as proven under:

Extra Office Pensions Administrator Competencies:


What’s required

Scheme Advantages

Interprets related pension scheme info and advantages payable; understands find out how to interpret scheme documentation, carry out calculations and test for reasonableness.


What’s required


In a position to display analytical considering, together with figuring out non-standard conditions that come up, the place related.

 Extra Office Pensions Marketing consultant Competencies:


What’s required

Trustee Tasks

Understands how Trustee boards are comprised and run; understands Trustee Governance necessities, together with threat administration, complaints processes and Trustee enterprise planning.

Scheme Advantages

Understands related pension scheme info and advantages payable. Understands the several types of calculations and profit constructions.

Consumer Understanding

Broadly understands the character of scheme sponsors and Trustees as purchasers and the context of their enterprise necessities, initiatives, circumstances, targets and cultures. Understands the choices for, and significance of, communications with and to pension scheme members.


What’s required

Answer Growth

In a position to display analytical and investigative considering, suggesting viable options to shopper points that come up. In a position to help implementation of options, together with simple negotiations with purchasers when required.


The size of the apprenticeship is predicted to be 18-24 months.


The apprentice will full no less than a number of of the next qualification/examinations (as thought-about most related by the employer):

Pensions Administration Institute – Award in Pensions Necessities, Retirement Provision Certificates; Certificates in

Pension Scheme Member Steering; Certificates in Pensions Necessities (4 models); Certificates in Pensions Administration (4 models); Certificates in Pension Calculations (4 models); Diploma in Pensions Administration (4 models); Superior Diploma in Retirement Provision (2 models

Chartered Insurance coverage Institute – Award in Monetary Administration (Pensions choice), Certificates in Monetary Providers

(2 models), Certificates in Life and Pensions (2 models)

Chartered Institute of Payroll Professionals – Certificates in Pensions Administration

Particulars of the required models are set out within the Evaluation Plan

English and Maths

Apprentices with out stage 2 English and maths might want to obtain this stage previous to taking the Finish-Level Evaluation. For these with an training, well being and care plan or a legacy assertion, the apprenticeship’s English and maths minimal requirement is Entry Stage 3. A British Signal Language (BSL) qualification is a substitute for the English qualification for these whose major language is BSL

Hyperlink to skilled registration and development

Completion of the chosen qualification/examinations/models on this normal will present or enable the apprentice to use for, skilled membership of one of many three Skilled Our bodies, relying on the qualification/examinations/models accomplished.

Completion of this apprenticeship will type the inspiration of a profession within the sector. There are a number of {qualifications} accessible for additional examine as much as diploma stage.


This can be a Stage 3 apprenticeship.

Assessment date

After 3 years or when important change is required

Crown copyright © 2023. You could re-use this info (not together with logos) freed from cost in any format or medium, beneath the phrases of the Open Authorities Licence. Go to


Leave a Reply

Your email address will not be published. Required fields are marked *