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Job description

    Company Info

    Working here is about being there for our customers; we're available should the worst happen and we work together to enable social and financial equality across the UK. But it's also about you -how you develop and what you can achieve. We'll help your talent thrive in an environment where you'll be supported to work flexibly and autonomously, sharing in our success and rewarded for a great performance with a generous benefits package.

    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 lead the LGIM Customer and Client Operations Technical team through robust management and oversight; ensuring the pension, ISA and investment products administered on LGIM's digital platform meet the requirements of the regulatory, legislative and legal frameworks in which they operate. This will include regulatory and tax reporting processes, the design and delivery of statutory customer disclosures and oversight of operational processes that present a higher risk of rule compliance failure. The team will also support Customer Services teams by being a point of referral for queries and complaints that require in depth product technical knowledge.
    • Tax wrapper oversight- Responsible for ensuring that all Pension, ISA and other investment product and regulatory rules are effectively embedded in operational processes. Undertake regular reviews of key controls and attest to their levels of effectiveness, proactively addressing any areas of weakness identified
    • Training and competency oversight- As line manager for individuals captured by the Training and Competency scheme, ensure all captured individuals have a robust T&C plan that is documented and ensures the level of competence and capability to meet the needs of the scheme
    • Customer service support- Ensure that the Technical team proactively support customer support teams by providing a technical support capability, answering referrals and working with the Learning and Development team to devise product technical training where required.
    • Regulatory and tax reporting- Lead, develop and oversee robust operational processes to meet all regulatory and tax reporting requirements. Ensure that all statutory customer disclosure requirements are met through high quality correspondence that is accessible and understandable to a broad customer base.
    • Regulatory change and horizon scanning- Proactively engage in industry/regulatory change issues, remaining fully up to date with changes on the horizon and share key insights with the wider Operations leadership team. Support regulatory change initiatives by personally owning and overseeing operational activity required to deliver change projects and maintain ongoing product compliance. Maintain contact/relationship with trade bodies and represent Legal & General where applicable at meetings and conferences, ensuring we have an industry leading product technical function.
    • Treating Customers Fairly (TCF)- we aspire to provide our customers with brilliant service experiences. You will be responsible for ensuring we meet our regulatory and legislative requirements, whilst still maintaining simple, intuitive customer journeys that help our customers make sense of their finances and decisions we ask them to make.
    • Manage, motivate and develop employees at all levels, in a manner that is consistent with the Company's policies and procedures the including Partnership Agreement, to maximise the performance of the area.

    Skills Required

    Proven experience working with Pension and Investment products, preferably in a technical department with an in-depth understanding of:
  • Pension tax rules
  • ISA tax rules
  • FCA handbook (COBS, DISP, T&C etc)
    • Regulatory change, proposition delivery, tax and regulatory reporting.
    • Direct people leadership experience is desirable, developing others and a thorough understanding of Training and Competency
    • Level 3 qualifications from the Charted Insurance Institute, Chartered Institute for Securities and Investments or equivalent (to meet the needs for a Training and Competency scheme supervisor of overseers).


    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, 27 days' holiday,private medical insurance, performance related bonuses, a variety of share schemes, 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 any further information, please contact Christine.Mitchell@landg.com

    Our working hours are typically 35 hrs per week, but we may be able to consider applicants on an agile working basis or who require a reduced working week ( subject to business requirements )

Job Sector
Financial Services
Job Position
Estimated Salary
£34,800.00 - £55,200.00 / year
Cardiff, UK Show on map
Post date
Closing date

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