Pensions Technical Specialist

  • Competitive
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • Meraki Talent
  • 04 Apr 19

Pensions Technical Specialist


Competitive Salary


Closing 26.4.2019

Meraki Talent are recruiting a Pensions Technical Specialist for a leading Financial Services institution in Edinburgh, this is a new role therefore the successful candidate will take part in shaping the role. The company offer a progressive working culture and a dynamic working environment with a strong culture of continuous improvement.

Responsibilities of the Pensions Technical Specialist:

  • Company-wide subject matter expert on pensions and drawdown
  • Oversight of SIPP operational processes will be shared with the Team Manager
  • Responsible for analysis and impact assessment with regards to pension changes in regulations/legislation
  • Key point of contact for technical pension queries
  • Liaising with HMRC, specifically in relation to Drawdown book payroll
  • FCA reporting e.g. the Retirement Data returns
  • Building and maintaining strong working relationships through outstanding communication

Background of the Pensions Technical Specialist:

  • Minimum professional qualifications CF1/R01 are essential or equivalent
  • Robust knowledge of technical pensions is essential
  • Experience in Drawdown, Benefit Crystallisation Events and Lifetime allowance calculations are essential


Sarah wants: CF1, R01, pensions, drawdown, crystallisation events

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