Pension Scheme Secretary

Reference: AL1282

Pension Scheme Secretary

Nottingham (Hybrid) – ref AL1282

Salary c£35,000 – £45,000 dep on experience + excellent benefits package 

My client provides professional independent trusteeship and associated governance services to a wide range of occupational pension schemes. They are one of the largest Professional Trustee firms in the UK with a strong market reputation for delivering excellent outcomes for their clients.  They now have an exciting new opportunity for an individual with:

  • A basic knowledge of UK occupational pension schemes (DB, DC, or Hybrid), and Pension Scheme Secretarial experience.
  • The ability and willingness to develop their existing skills and knowledge to lead on secretarial appointments.
  • Good communication and stakeholder management skills
  • Presentation skills
  • Ability to prioritise, organise and carry out tasks within deadlines.
  • A motivated, self-starter


Main purpose of the role

  • Take the lead role on an allocation of clients appropriate to size and complexity.
  • Provide support to the lead Secretaries on the larger and more complex clients, acting as a second point of contact to the Trustees and key stakeholders.
  • Support the efficient and timely delivery of services to clients on schemes where appointed as Scheme Secretary, monitoring actions and service levels.
  • Represent the Company and the Secretarial team at Trustee meetings, client review meetings, and any other client related meetings, on schemes where appointed as Scheme Secretary.
  • Act as cover and point of contact on all schemes and client related projects on the Secretarial and Support team.


Key tasks in undertaking scheme Secretarial duties for a portfolio of client schemes:

  • Co-ordination of Trustee meetings and subcommittees including venue arrangements and attendees.
  • Preparation and timely dispatch of meeting packs for Trustee meetings and sub-committees, including liaison with the Chair and other key stakeholders.
  • Attendance at Trustee meetings and sub-committees, including taking the minutes and producing and managing an Action Log.
  • Support the maintenance of all key Trustee and Scheme related documents, including (but not limited to): Annual Business Plan; Risk Register, Annual Report & Accounts, scheme budgets; Business Continuity Plans; IDRP policy; Trustee training registers.
  • Support compliance with all regulatory and statutory regulations, including (but not limited to); completion and submission of the annual Scheme Return to the Pensions Regulator; payment of PPF Levies; ICO (data protection) registration.
  • Support the lead scheme secretary / assist with client related projects, including (but not limited to): MNT/D nomination and selection exercises; production and dispatch of Trustee Newsletters: review of advisers.
  • Support the lead scheme secretary with billing and time recording on designated schemes in-line with Company billing requirements and deadlines
  • Support the lead scheme secretary to monitor and review the SSEA mailbox and Sharepoint directory to maintain an understanding of scheme governance.
  • Support the lead scheme secretary to complete reporting of risk and compliance documents (including Annual Governance Statements) for portfolio of secretarial appointments.


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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