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Posted 12 August, 2026

Consultant, Global Retirement & Financial Wellbeing

IO Associates
Guildford, ENG, GB Full Time

Job Description

Consultant, Global Retirement & Financial Wellbeing

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Location: Epsom, Surrey (Hybrid)

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Employment Type: Permanent

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Salary: £65,000 per annum

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About the Role

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We're supporting a global engineering and professional services organisation looking for a Consultant, Global Retirement & Financial Wellbeing to support the governance and delivery of its UK and European retirement programmes, employee share plans and financial wellbeing initiatives.

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The role has direct responsibility for the UK defined benefit (DB) pension arrangements, working closely with trustees, advisers, administrators and internal stakeholders.

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Key Responsibilities

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  • Act as the key contact for UK DB pension plans, trustees and advisers
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  • Oversee day-to-day pension operations, adviser delivery and projects
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  • Attend trustee meetings and support governance activities
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  • Coordinate member communications and employee pension queries
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  • Maintain governance records, trackers and reporting
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  • Support year-end accounting, board assurance and governance requirements
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  • Work with Payroll, Finance, Treasury, Legal and Rewards teams
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  • Support global retirement, share plan and financial wellbeing initiatives
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  • Assist with M&A pension due diligence and integration activities
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Required Experience

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  • Experience working with UK trust-based pension schemes
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  • Background in pension operations, governance, secretarial or trustee matters
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  • Exposure to defined benefit (DB) pensions
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  • Strong analytical, communication and stakeholder management skills
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  • Ability to manage projects and work independently
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Nice to Have

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  • Experience with pension risk transfer or scheme wind-up projects
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  • Multinational/global organisation experience
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  • HR committee reporting and risk management
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  • Global pensions accounting coordination
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  • M&A pension due diligence and integration
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You'll have the opportunity to take ownership of UK DB pension arrangements while gaining broader exposure to global retirement, employee share ownership and financial wellbeing programmes within a large international organisation.

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If you have a strong background in UK DB pensions and are looking for a role with genuine ownership and wider global exposure, I'd be happy to discuss the opportunity with you.

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