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Workplace Pensions (administrator or consultant)

Workplace Pensions (administrator or consultant)

On a workplace pensions administrator or consultant apprenticeship course, you’ll help provide information on in-house pension schemes or externally to pension clients of the organisation.

Workplace pension administrators and consultants provide information on in-house pension plans and information to the pension clients of the business. Neither of these positions offers financial advice.

You will be in charge of the day-to-day operations of workplace pension programmes as an administrator. You’ll be in charge of creating quotations and setting up member benefits. You’ll also maintain track of cash records for workplace pension plans, collect information and produce administration reports, and respond to member questions, such as fund value requests.

You will help clients in governance, strategy, and management as a consultant. In addition, you’ll be a subject matter expert for pension plan sponsors and trustees, bringing together the complex and interrelated elements of pension regulation, strategy, execution, and governance.

You will work with assigned legal counsel, actuaries, investment advisors, auditors, and regulatory agencies to assist with member communications, complaint management, project management, negotiations with sponsoring employers, and governance.

What you’ll learn

On a workplace pensions administrator or consultant apprenticeship course, you’ll learn to:

  • Deliver exceptional service by meeting client needs, such as producing quotations or advising trustees, following internal service standards, and dealing with a wide range of situations, including appropriately addressing complaints.
  • Use the appropriate processes and procedures to create work that satisfies the required quality, standards, and objectives.
  • Exhibit excellent interpersonal skills and communicate effectively with various stakeholders, such as pension plan members or sponsors.
  • Consistently assist and collaborate with coworkers to achieve objectives. Establishes and maintains positive working connections with colleagues and clients, such as sponsoring employers or trustees. Recognise one’s role in the team and how it impacts others.
  • Plan and manage one’s task well, adjusting to changes as required.
  • Proactively plan for and track your development in their current job and career, using various methods such as workplace learning and professional courses. Deliver exceptional service by meeting client needs, such as producing quotations or advising trustees, following internal service standards, and dealing with a wide range of situations, including appropriately addressing complaints.

Entry requirements

You’ll usually need:

  • Depending on the employer, but likely GCSEs or equivalent qualifications or relevant experience.
  • Apprentices without level 2 English and maths will need to achieve this before taking the end-point assessment.

Assessment methods

The End Point Assessment comprises two distinct assessment methods: 

  • A Portfolio
  • A Reflective Discussion

Duration and level

  • Duration: 18 months
  • Level: 3 – Advanced Apprenticeship

Apprenticeship standard

More information about the Level 3 Workplace Pensions Administrator/Consultant Apprenticeship standard can be found here.

Apprenticeship end point assessment

For more information about the End Point Assessment Process, please read the Institute of Apprenticeships’ information page.

Updated on October 1, 2022

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