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PRT Technical Pensions Trainer

PRT Technical Pensions Trainer

Posted 9 July by Legal & General

Learning & Development Consultant to facilitate people development through the identification, provision and delivery of a range of product, technical and skills based training programs to Legal & General Retirement staff, in order to ensure that the customer, business and regulatory requirements of the department are satisfied


  • Define, develop and deliver a strategy that enables the business to maintain access to suitable trained and competent staff and is aligned to L&G’s Treating Customers Fairly policy.
  • To produce training material programs according to a schedule, gaining approval and sign off from the appropriate areas.
  • To deliver an appropriate range of training for group or individuals. This entails delivery of skills; product, technical or IT based programmes to all levels in the department.
  • To liaise with Team Leaders to ensure suitable follow-up work is allocated immediately after training delivery and for sufficiently sustained decisions thereafter to ensure consolidated learning and escalate problems accordingly.
  • To produce Management Information for quality and training results for publication within the department.
  • To act as a product/technical adviser to management and team members and to ensure own knowledge of regulation and product changes is constantly updated to be able to further advise the department.
  • To provide guidance and developmental support to existing Work Place Trainers within the area.
  • Document all team and individual records in the agreed format for internal regulatory standards of the Conduct of Business Sourcebook (COBS) and Training and Competence (T+C) guidelines.
  • Full involvement in disciplinary procedures, remuneration decisions and performance management. Will regularly deputise for the CSM and represent the department at senior internal and external meetings.
  • To manage the team in accordance with the Company’s policies and procedures, including the Partnership Agreement, so that the team’s business objectives are achieved consistently


  • Excellent knowledge of Defined Benefit pension schemes and benefit structures is essential
  • Excellent knowledge of pension and retirement solutions is essential
  • L&D or HR Level 3 Qualification (CIPD or equivalent) desirable
  • Attain a minimum CII or PMI qualification
  • Ability to practically apply learning methodologies in a workplace environment
  • Demonstrate knowledge of distance learning, eLearning methodologies and other blended learning concepts
  • Knowledge of regulatory and legislative requirements that impact on business areas and its customers (e.g. Data Security, Financial Crime, Money Laundering, Complaint Handling, etc)
  • Experience in representing your business area in change projects that requires product, process or systems development
  • Appropriate computer literacy, including Microsoft applications that enables the design, delivery and MI reporting of L&D related activity
  • Proactively drive up own performance by demonstrating an awareness of developments in new training methodologies, technologies, financial services and Legal & General

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 22 days’ (with potential to rise to 26 days) holiday, discretionary performance related bonuses, paid overtime, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.

Reference: 35583830

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