Pensions Specialist (Trustee)

J.P. Morgan

J.P. Morgan

midlothian, uk

Posted on May 14, 2026
Apply now

Are you looking to take the next step in your pensions career within a highly regarded, in‑house pensions team? This role offers exposure to complex UK pension schemes, strong trustee engagement, and the opportunity to deepen your technical and governance expertise in a collaborative environment.

As a Pensions Specialist (Trustee) within the UK Pensions & Benefits team, you will play a key role in supporting the governance, management, and day‑to‑day operation of the firm’s UK trust‑based defined benefit and defined contribution pension schemes. You will work closely with Trustees, internal stakeholders, and external advisers to ensure schemes are operated effectively, compliantly, and in line with best practice.

The UK Pensions & Benefits team has responsibility for the firm’s trust‑based UK benefit programmes, including a comprehensive flexible benefits offering, a large medical trust, and five UK pension schemes, the largest of which has approximately 60,000 members.

Job Responsibilities

  • Support Trustee Boards and sub‑committees by coordinating meetings, preparing papers, attending meetings, drafting minutes, and tracking actions
  • Maintain and manage documentation on trustee and governance portals
  • Keep governance materials up to date, including risk registers, business plans, and policies
  • Coordinate and oversee projects such as annual scheme audits, member communications, newsletters, and benefit statements
  • Act as a key point of contact for external administrators, including service delivery oversight, handling discretionary death benefit processes, and managing member queries and complaints
  • Support oversight of services provided by external advisers, including auditors, actuaries, lawyers, and investment consultants
  • Provide ongoing support to the Pensions Manager and wider team in the operation and management of UK pension schemes and related projects

Required Qualifications, Capabilities, and Skills

  • Experience working with UK trust‑based defined benefit and/or defined contribution pension schemes
  • Experience supporting Trustee Boards or governance structures
  • Strong understanding of UK pensions legislation, regulation, and governance best practice
  • Proven ability to manage multiple priorities with strong attention to detail
  • Analytical mindset with a practical, problem‑solving approach
  • Strong organisational skills and ability to take ownership of workstreams and projects
  • Clear and confident communication skills, with the ability to engage effectively with stakeholders at all levels
  • Strong focus on risk management and control

Preferred Qualifications, Capabilities, and Skills

  • Experience gained within an in‑house pensions team or pensions consultancy
  • Exposure to working with multiple pension schemes or complex benefit structures
  • Experience coordinating projects across multiple internal and external stakeholders
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Human Resources plays a critical role in driving the employee experience, shaping the firm’s culture and building a diverse and inclusive workforce. We are a strategic partner to the business — working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.
A pensions professional with experience of UK trust based defined benefit and defined contribution pension schemes.
Apply now
See more open positions at J.P. Morgan