Pension - Expert Witness Report Writer

  • Location

    Edgbaston, West Midlands

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £45000 - £55000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a specialist Pensions and Actuarial Consultancy who are looking to recruit a Pensions 'Expert Witness Report Writer' for their team in Edgbaston.

Part of a highly respected, national Investment Management Organisation, this team specialise in advising on financial settlements in divorce cases where pensions are involved.

We are looking for a confident, technically competent pensions professional with a strong mathematical capability. You must have an excellent knowledge of DB Pensions, gained from years of experience of working within the industry. You will have a minimum of an A Level in Maths or the equivalent qualification from a University course and should be confident of your ability to consider mathematical problems in a creative way. Those who have studied for professional qualifications through the CII, PMI or IFoA will be preferred although this is not essential.

You should have the ability to:

  1. Calculate and revalue defined benefit pensions and cash equivalent transfer values.
  2. Comment on the factors influencing changes to defined benefit pension benefits.
  3. Value defined contribution pension arrangements and calculate annuities at retirement in today's money.
  4. Analyse member pension data for accuracy and completeness and follow up with scheme administrators where appropriate.
  5. Consider documentation provided by pension holders and pension scheme administrators related to the pensions being considered in matrimonial proceedings and produce a comprehensive Report which provides a summary of all pensions and recommendations on how pensions should be split between the divorcing parties based on the specifications within a Letter of Instruction.
  6. Consider a Letter of Instruction and decide whether it is within the Company's area of Expertise and can be accepted.
  7. Provide a written response summarising what data will be required to enable the Report to be written and to use initiative in providing a timeframe to our instructing solicitors.
  8. Undertake reviews of Reports written by peers both prose and calculations thereby ensuring technical accuracy and readability of all Reports.

This is an exciting opportunity to work for a specialist organisation at an exciting time in their development. There will be opportunities to progress within the company and you will be supported with studies towards suitable professional qualifications.

A basic salary of up to £55,000 plus an excellent company benefits package and discretionary bonus will be provided to the successful candidate.