Guidance

Apprenticeship standard: workplace pensions consultant or administrator (approved for delivery)

Describes the job role an apprentice will be doing and the skills required of them by the financial services sector.

Documents

Apprenticeship standard for a workplace pensions consultant or administrator

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Assessment plan for a workplace pensions consultant or administrator

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email info@sfa.bis.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

This document is relevant to:

  • employers wanting to recruit an apprentice
  • training organisations working with employers to make the apprenticeships available

The approved standard outlines the skills, knowledge and behaviours required of the apprentice and the job they will need to be able to do by the time they have completed their apprenticeship.

This standard is ready to use.

Employers involved in creating this standard

If you’d like to get involved and contribute to the development of the workplace pensions consultant or administrator standard, please read the guidance for trailblazers, and email the trailblazer contacts: Colin.Fowler@towerswatson.com.

The standard for a workplace pensions consultant or administrator was developed by:

  • Towers Watson
  • Aon Hewitt
  • Barnett Waddingham
  • B & CE
  • Buck Consultants Limited
  • Equiniti
  • Jardine Lloyd Thompson Benefit Solutions Ltd
  • Mercer
  • RPMI Limited
  • West Yorkshire Pension Fund

Funding information for employers and training organisations

Funding band: 9

Funding band maximum: £9,000

Read the apprenticeship funding rules for further information.