The Client Relations & Services department at TPT Retirement Solutions maintains and develops the relationships with our clients as well as providing Actuarial, Covenant and Professional Services to our clients and the business.
Client relations
- Supporting delivery of client communications, including reporting and data analysis, and issuing mailings within required timescales
- Communicating with pension scheme employers, addressing their day-to-day concerns
- Working with TPT’s internal systems to undertake research and analysis of our internal data and reporting on findings
- Producing and checking Investment Performance & Funding Reports.
- Assisting in the production of Funding Attribution Analysis – establishing the key factors behind performance.
- Assisting in the production of client presentations
Covenant services
- Preparing financial analysis
- Company monitoring: reviewing financial statements and management information for signs of distress, and conducting internet searches for signs of adverse media attention/reputational damage
Actuarial funding services
- Supporting the team in preparing various reports and management information (MI), including preparing annual reporting accounts for sponsors regarding their pension scheme, and reviewing previous accounting disclosures to be included in the current year's accounts
- Helping to prepare MI regarding our Defined Benefit schemes
Professional services
- Working with other TPT teams to undertake research and analysis in relation to the provision of new Additional Services to clients and prospects
- Helping to prepare MI regarding our Additional Services pipeline
Skills and qualifications
- Currently studying a degree or Graduate with less than 2 years post qualification experience.
- A STEM subject is desirable because the role contains data analytics and MI.
- An interest in finance and financial services.
- Experience of Microsoft Office tools.
- Knowledge of coding (e.g Python and Matlab) and Power BI is desirable.
- Ability to collaborate as a team and good interpersonal skills written and verbal.
What skills will this role develop
- How to read, analyze and interpret financial statements
- Teamwork and communication
- Report writing, written summaries and memos.
- Experience of working in a customer-focused environment
- Developing new products and services
- Management of multiple tasks and projects
- Key investment metrics – how to calculate them, what they are, what they mean, and why they are useful
- Market knowledge – which factors drive markets and why
- How markets impact upon pension schemes – Defined Benefit & Defined Contribution.
- Problem solving.
- How to update Excel spreadsheets and use the information to inform decisions in successfully running Defined Benefit pension schemes.
Why join us
- Gain valuable experience working on real-world projects.
- Collaborate with experienced professionals who will mentor and support you.
- Be part of a diverse and inclusive team that values your unique perspectives.
- Contribute to meaningful change and make a difference in the business landscape.
- Salary £22932 plus benefits
Ready to embark on this exciting journey? Apply now to become a key player in our Client Relations & Services team in August/September 2025!
The company
TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with over 75 years’ experience of managing defined benefit and defined contribution pension schemes. It has £9.6 billion of assets under management (as at 30 September 2023) and 448,000 members.
TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.
