Although this area of work is generally open to all graduates/diplomates, a degree/HND in the following subjects may increase your chances:
Entry without a degree/HND is possible for those with experience in the pensions industry and, in particular, to those with professional qualifications. People skills and a strong financial or sales background are often viewed by employers as more important than formal entry qualifications.
Although postgraduate qualifications are not required, specialist professional qualifications provided by the Pensions Management Institute (PMI) or the Chartered Insurance Institute (CII) may increase your career development opportunities.
Entry into pensions consultancy can be via a graduate training programme with, for example, the large pension and insurance companies. Some programmes within the financial services sector are more general and allow those involved in the programme to specialise in pensions.
Alternatively, it is possible to start as a pensions administrator and then work your way up to a pensions consultant by developing the face-to-face aspect of the role and gaining relevant professional qualifications and experience.
The pensions industry also recruits from other sectors of the financial services industry. For example, those with experience in financial planning or advice can specialise in pensions.
Candidates will need to show evidence of the following:
Competition is strong for places on graduate training programmes and experience of working in a customer-facing, financial or sales role is valuable.
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