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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.

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