Retirement Consultant

Emerald Group
Up to £60,000 + Benefits
03 Jan 2019
03 Feb 2019
Contract Type
Full Time

Consultant Name: Samuel Greenslade

Telephone Number: 02072 832520

Email Address:

Key Responsibilities:

Technical/Thought Leadership:

  • Serve as primary resource and liaise effectively with colleagues and clients regarding data collection, analyses, and project execution required for Accounting and Funding valuations
  • Understand UK legislative environment particularly in relation to the governance of different types of pension arrangements and understanding the tax regime
  • Complete work in accordance with: various accounting standards, guidance from Department for Work & Pensions, the Pensions Regulator and the PPF, compliance with the Financial Reporting Council and Institute and Faculty of Actuaries standards, Scheme Specific Funding requirements
  • Seek and participate in key learning and development opportunities
  • Maintain steady progress through exams
  • Contribute to due diligence for mergers and acquisitions including estimating costs and challenges of integration
  • Contribute to retirement plan risk assessment and mitigation
  • Prepare the first draft of deliverables for review by the consultant to cover both Trustee & Corporate assignments

Project Management:

  • Deliver work in accordance to project deadlines
  • Begin to serve as the project manager which includes:
  • Creating project plans
  • Monitoring progress to deadlines and budget
  • Scheduling and managing regular update calls
  • Ensuring appropriate and effective communication amongst team members and the client


  • Build relationships internally and collaborate effectively on cross-functional teams
  • Take an active interest in the development of more junior staff, sharing in detail the completion of routine tasks

Your work will cover both Trustee & Corporate assignments and you will contribute to varied and interesting projects such as:

  • Integrated risk management
  • Liability management
  • Plan design strategy in the context of broader total rewards strategy
  • Pension plan financial management
  • Asset/liability modelling
  • Mergers and acquisitions

Qualifications/ Experience:

  • Actuarial exam progress towards Fellowship of the IFoA
  • Some previous experience doing core valuation work and working in a client-service and trustee oriented environment which covers defined benefit and defined contribution plans
  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation

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