Consultant - UK Savings & Retirement Transformation

Job title: Consultant - UK Savings & Retirement Transformation

About the Role The role requires broad knowledge of the UK Savings & Retirement sector, particularly individual and workforce pensions, and significant Customer Services Transformation experience across multiple projects. It involves SME-level expertise in core policy servicing processes and delivering strategic change within the Insurance sector, with a focus on business analysis and stakeholder engagement. A hybrid/agile delivery mindset and strong presentation and project management skills are essential.

What You'll Do

• Provide subject matter expertise in UK Savings & Retirement, with focus on pensions, and lead or contribute to customer services transformation projects.
• Apply core policy servicing knowledge (scheme setup, customer service management, complaints handling, policy transfers) to project work.
• Bring consulting skills or significant industry experience in strategic change in Insurance, with emphasis on business analysis.
• Collaborate in hybrid/Agile development environments (develop user stories, participate in scrum teams).
• Manage projects and communicate with stakeholders; deliver compelling presentations (PowerPoint).
• Engage with digital and platform technologies in UK Savings & Retirement; support data analytics / AI / ML initiatives where relevant.

What We're Looking For

• Broad knowledge of the UK Savings & Retirement sector, including pensions.
• Significant Customer Services Transformation experience (multiple projects).
• Subject matter knowledge of core policy servicing processes (scheme setup, customer service management, complaints, policy transfers).
• Core consulting skillset and/or extensive industry experience in strategic change within Insurance, with strong business analysis capabilities.
• Experience in hybrid or agile development (user stories, scrum teams).
• Strong project management and stakeholder communication skills.
• Exposure to digital and platform technologies in UK Savings & Retirement.
• Strong presentation skills (verbal and PowerPoint).

Nice to Have

• Deep Platform Experience (FNZ, TCS BaNCS, Sonata, iPipeline).
• Awareness of market trends in Insurance and Digital Underwriting, Customer Journey Transformation.
• Knowledge/experience of Low/No-Code platforms (Appian).
• Data Analytics, AI and Machine Learning experience or exposure (KOFAX, Five9, Avaamo).