Apprenticeship training course

Pensions administrator (level 3)

Providing information on pensions schemes for an organisation's employees or clients.

Qualification level: 3
Equivalent to A level.
Typical duration: 18 months
Apprenticeship category: Legal, finance and accounting
Maximum funding: £9,000
Maximum amount government will fund
for apprenticeship training.
Also known as: Finance worker

Pensions administrator

Workplace pensions administrator
Skills: Skills an apprentice will learn

Deliver expected customer service establishing customer needs, in line with the service standards and the regulatory framework.

Deliver pensions administrative tasks that meet required the quality standards as set out by the organisation.

Tailor the use of interpersonal skills and communication channels to meet the needs of stakeholders.

Work in a team and collaborate to support colleagues to achieve results such as meeting or exceeding service standards and organisational goals.

Plan, manage and prioritise own workload effectively.

Identify pension problems, identify the appropriate course of action and suggest or support solutions.

Use digital systems to carry out pensions administrative tasks and generate key metrics such as performance information.

Use digital systems and applications safely and securely, in accordance with data security policies.

Calculate member benefits accurately and apply the terms of the relevant pension scheme or plan.

Maintain robust and accurate schedules, records and systems of pension administrative activities.

Full information on Pensions administrator (level 3) is available from the Institute for Apprenticeships and Technical Education.

Find training providers for this course

Check if a provider can offer this training for the apprenticeship location.