Pension Risk Transfer Specialist

Overview

In this Director role, you will lead the pension risk transfer proposition within KPMG’s Pensions Advisory team, shaping strategy and client delivery. You will coach junior staff, build cross-functional collaborations, and strengthen relationships with trustees and insurers. You’ll develop market materials, manage a quality pipeline, and drive opportunities to grow the risk transfer business. This is a chance to influence a new service line and contribute to a rapidly expanding pension advisory practice.

Responsibilities

• Build the proposition and internal knowledge infrastructure around insurer research, pricing mechanisms, vendor selection material and client reporting
• Leverage internal networks and relationships to identify opportunities
• Develop corporate and trustee networks, maintain relationships and help create the KPMG pensions brand and opportunities in the risk transfer space
• Create sales and marketing materials, build quality pipeline and lead presentations to win new business
• Train other team members and pass on knowledge to create a high-performing capability in the pension risk transfer market

Key requirements

• Proven track record in leading team and building propositions
• Hands-on experience of delivering pension risk transfer transactions
• Detailed knowledge of how pension risk transfer interacts with funding, investment and accounting, and an ability to drive and oversee data readiness
• UK qualified actuary (or equivalent)
• A mature network of trustee contacts and relationships with insurers
• Experience of managing and motivating teams, coaching and mentoring junior staff

• leadership
• coaching and mentoring
• stakeholder management
• pension risk transfer transactions
• insurer research
• pricing mechanisms

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