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Trustee Associate

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Number of Applicants

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Job Description - Trustee Associate

IDEX Consulting is working with one of the UK's leading Trustee consulting firms in the search for a Trustee Associate for their award winning client.

This role will benefit someone who is from a pension scheme governance background and looking for an opportunity to make a real impact in the industry.

What You'll Do:

  • Maintain good governance of occupational pension schemes, whether ongoing, winding up, or in a Pension Protection Fund Assessment Period
  • Writing minutes accurately and noting actions to be taken
  • Act as a Scheme Secretary, supporting trustees with governance, reporting, and compliance
  • Manage key projects including adviser reviews, liability management exercises, member case reviews, and regulatory reporting


What We're Looking For:

  • Experience in Defined Benefit (DB) or Defined Contribution (DC) occupational pension schemes.
  • Strong skills in governance, administration, and compliance.
  • Expertise in Microsoft Office Suite and project management
  • Progress towards professional qualifications (PMI Award in Pensions Trusteeship or equivalent).
  • Pension Protection Fund experience is a plus!


Please apply or reach out to

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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