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Job description

    Company Info

    LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe's largest asset managers and a major global investor, with assets under management of £983.3bn* (as at 31 December 2017). Our success has been built by focusing on clients and providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

    LGIM is one of the world's leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

    We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

    In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

    *LGIM internal data as at 31 December 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

    Department Info

    With a team of over 400 people servicing over 2.8 million customers and over 13,000 corporate clients our Workplace DC Pensions business helps people plan and save for their retirement. Our vision is to be recognised through market leading customer engagement and digital innovation as the expert in helping customers achieve their long term saving goals and to be their employer's partner of choice.

    We're a trusting, enthusiastic and commercially ambitious business who really care about helping our customers save for their future. We value each other and take absolute pride in performing at our very best.

    We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.

    Job Duties

    • To ensure that customer communications in any form including financial promotions are clear, accurate and balanced so they can make an informed choice about our products and services.
    • To provide a customer focussed, professional, creative and pragmatic guidance and approvals service for Workplace DC communications.
    • To ensure material throughout the lifecycle of the DC Workplace Pensions product range meets all legal and regulatory requirements as set out by L&G Group policies. Identifying the relevant approval requirements for the full range of customer communications.

    Principal Accountabilities:
    • To ensure customer communications adhere to all relevant legal and regulatory requirements. Ensuring content is clear, accurate and balanced and in accordance with Legal & General's standards and policies, including Customer Experience and Treating Customers Fairly policies, thereby enabling our customers to make an informed decision about our products and services throughout the product lifecycle.
    • Be proficient in the department operating procedures and follow these when undertaking relevant tasks. Achieve appropriate productivity and maintain adequate records as defined by the Head of Marketing Services/Compliance, by engaging with projects and initiatives from inception to delivery to gain insight into the end to end proposition.
    • Effectively communicate the outcome of the review of the item to the originator. State what changes are required to meet the standards/regulations and, where appropriate, make suggestions to the originator to help them improve the quality of the item
    • Keep abreast of all approval developments and other relevant regulatory and compliance requirements as defined by L&G Group. Where appropriate suggest process improvements and efficiencies to Head of Marketing Services.
    • Ensure individual training records demonstrate competences acquired and maintained as defined in the Group Training & competency policy.

    Skills Required

    • Financial Services or Pensions Industry qualifications are an advantage

    • Knowledge of Legal & General's Workplace Pensions product range and knowledge of products provided by other divisions within the Legal & General Group
    • Understanding of Legal & General's tone of voice in the overall customer experience.

    • Be able to demonstrate a sound understanding of relevant FCA sourcebooks including, COBS, key FCA financial promotions publications and the ASA/CAP Codes
    • A understanding of Automatic Enrollment legislation, Pension Freedoms and Scams
    • Knowledge of The Pensions Act and other relevant legislation

    Product & Processes:
    • Be able to demonstrate competence in pensions products and have an understanding of investments as relative to pensions only
    • Awareness of end to end communication and processes within workplace DC pensions (desirable not essential)

    • Ability to share knowledge and expertise with others, suggesting alternative solutions where appropriate
    • Well organised with an eye for detail
    • Excellent communication skills; written verbal and digital.
    • Ability to take ownership of multiple tasks.
    • Minimum of 1-2 years' experience in a similar regulated environment championing the customer view and/or responding to customer complaints
    • Experience of working with multiple stakeholders.
    • Flexible in approach/recommendations.


    Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days' holiday, an annual supplement for private medical insurance, discretionary performance related bonuses, paid overtime, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.

    For more information, please contact Rachel Chima, Resourcing Consultant - rachel.chima@landg.com.

Job Sector
Strategy & Consultancy
Job Position
Management Consultant
Hove, UK Show on map
Post date
Closing date

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