Pensions Technical Team Specialist

Companyinteractive investor

LocationManchester Area, United Kingdom

Posted At2/19/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (59.0%).

Occupation Type

Pensions and insurance clerks and assistants

Occupation Code Skill LevelMedium Skilled

Sponsorship Salary Threshold

£41,700 (£21.38 per hour)

Standard minimum applies

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Description

Job Title: Pensions Technical Team Specialist

Location: Manchester OR Leeds

Salary: £50,000 - £60,000

Workplace Type: Hybrid (3 days a week in the office)

Employment Type: Full-Time

WHO WE ARE:

We are interactive investor (ii), the UK’s number one flat-fee investment platform, here to help our customers take control of their financial future.

For a simple, flat monthly fee we provide a secure home for customer pensions, ISAs and investments. Other providers charge a percentage fee, which means the amount a customer pays increases as their investments grow. Our flat fee stays the same, so ii customers keep more of their money. Additionally, we provide an industry-leading selection of investments and a team generating up-to-date expert insight. This choice and intelligence can help our customers invest in the way that’s right for them.

interactive investor has been helping investors for 25 years. Over the years, we have seen market highs and lows, and been resilient throughout. We are proud to have over £45 billion of assets under administration, over 500,000 customers, and to be rated ‘Excellent’ on Trustpilot.

PURPOSE OF ROLE:

Our Self Invested Personal Pension (SIPP) proposition is a key strategic priority for Interactive Investor (ii) and as a result we are recruiting a Pension/SIPP Technical Specialist in order to support our ambitions.

Reporting to the Pensions Technical Team Manager, this role will focus on ensuring that the ii operation and proposition is kept up to date with changes in regulation and responsible for many of our interactions with the FCA and HMRC.

This role is responsible for the interpretation and application of pension rules and regulations on the ii SIPP offering. You will communicate key business messages across the company, whilst ensuring all procedures, controls, working practices and business knowledge are reviewed accordingly.

The Pension Technical Specialist will be the first point of contact, and ensure we remain compliant with HMRC guidelines.

KEY RESPONSBILITIES:

Company-wide subject matter expert on pensions (including drawdown and transfers)
Oversight of operational processes from a technical perspective.

Responsible for analysis and impact assessment relating to all pension changes in regulations/legislation

Key escalation point for technical pension queries

Liaising with HMRC

Working with the Pensions Product team to shape the ii offering and ensuring a competitive edge

Building and maintaining strong and mutually respectful working relationships through excellent communication

Maintain a solid understanding of industry best practises and innovations, to be able to translate these into improvements within the operational teams.

Supporting the Pensions and Transfers Operation Manager in introducing changes to both procedures and working practices to help to deliver robust governance solutions.

Build and maintain up to date knowledge of Pension regulations and ensure that this is filtered across the team.

KNOWLEDGE AND EXPERIENCE REQUIRED:

Proven experience in the pensions industry, particularly SIPP, from a technical background
Good communication skills are key – the ability to explain complex pension topics at all levels
A good knowledge of benefit calculations including transitional calculations

Experience in process improvement would be beneficial

Experience in pension transfers would be beneficial

Knowledge of HMRC processes, reporting and income tax

Knowledge of the Financial Services environment and regulatory landscape

Solid experience of working in a customer centric culture

Understanding of working in a platform-based environment

A willingness to contribute towards shared technical know-how within the department

Formal qualifications with the CII or PMI desirable but not essential

BENEFITS:

Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on our investment products
Personal & Well-being Fund – Supporting your physical and mental wellness
Retail Discounts – Savings at a wide range of high street and online retailers
Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Please Note:

We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.

interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.