Workplace Pensions Performance & Insight Manager

End Date

Salary Range

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

JOB TITLE: Workplace Pensions Performance & Insight Manager
SALARY: £72,702 - £80,780 
LOCATION: Edinburgh
HOURS: Full time or Part Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.

About this Opportunity

This role requires strong data analysis and visualisation skills, with Power BI experience essential and advanced Excel expected. It combines data expertise with Workplace Pensions and Insurance industry knowledge to deliver insight that drives business decision-making.  

The team has 3 core responsibilities:

• Deliver fast, accurate weekly performance reporting, providing senior leadership with clear visibility of business performance

• Produce deep, data-driven insight and analysis that supports strategic decision-making

• Lead and support projects that improve processes, reporting, and customer insight

You'll play a key role across all three areas, leading by example and ensuring clear, measurable impact on business performance.

Data and tools you'll work with:

• Analysing Workplace Pensions data from our Microsoft Dynamics (CRM) system, alongside Platform and Finance datasets, including Google Cloud Platform data products

• Combining core data sources with additional internal datasets (e.g. Commercial and Retail Banking) and external data sources (e.g. Companies House, ABI)

• Using tools such as Power BI and Excel to analyse data, build dashboards, and deliver actionable insight on business performance

What you’ll be doing:

• Leading a small team of specialists, you'll report into the Workplace Performance and Insight Senior Manager

• The team designs and delivers new scheme sales pipeline insight, improving conversion and flow

• We also analyse how we’re growing our business from existing pension schemes, including; new members, increased contributions, pension transfers and one-off payments

• We ensure clear and effective client risk reporting to minimise scheme loss and improved retention rate

• We deliver the 6-year operating budget for new schemes – through deep knowledge of LBG product propositions, market share forecasts, macro-economic conditions and wider pension industry trends

• Shaping the business forecasting models, including quarterly plan re-forecasting – ensuring accurate performance outlook against the plan

• Delivering weekly communication of Workplace Pensions performance to the Executive leadership team through regular reporting and weekly trading calls

• Build and maintain successful working relationships with key business supporters across the group, including Finance, Distribution, Brands and Marketing, Propositions, Strategy and platform leadership teams

• Distribution sales target setting process, ensuring clear and effective performance management reporting to support clear peer comparison and performance improvement opportunities

• Support design and implementation of the Workplace Distribution and Growth Strategy, driving improved performance and market share – responding quickly to changing market dynamics

• Leading/Supporting specific time-bound projects working with other areas of the Workplace Pensions platform to deliver platform-wide solutions.

• Leading/Supporting delivery of small scale data and analysis related projects or well-defined tasks on larger projects to improve insight provided to the business.

Why join us ? 

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for ? 

• Customer and Market Knowledge - Knowledge of the Workplace Pensions industry, including products, competitors, key intermediary types, and relevant regulations.

• Data and Analysis - Use critical thinking and analytical skills to interpret data trends and produce high-quality, data-driven insight that supports business decision-making. Ability to analyse complex, sometimes conflicting datasets and build a clear, coherent narrative. Strong numerical and problem-solving skills to model and assess the commercial impact of past, present, and future business activities.

• Prioritisation and Leadership - Strong leadership and prioritisation skills, with the ability to motivate and develop a high-performing team in a fast-paced environment. Experience addressing challenges and providing coaching and feedback to build team capability.

• Collaboration - Collaborative approach with the ability to build and maintain strong working relationships across teams, engaging colleagues at all levels across the Workplace and Retirement Platform.

• Clarity of Message - Ability to clearly communicate data-led insights and influence colleagues to lead change. Experience developing recommendations and proposals tailored to different audiences, supporting effective decision-making.

• Tools - Strong experience using Microsoft data tools, including Power BI and advanced Excel, to analyse data and deliver insight . 

• It would also be useful if you had:

• Demonstrable proficiency, with ability to coach and support colleagues across core Advanced Analytics technical skills required in role (AI literacy, Data Analysis, Data Ethics, Data Literacy, Data Storytelling)

• Competency to support team with your experience of Power BI DAX, Google Cloud Platform, Python, SQL, Machine Learning, Feature Engineering and Data Visualisation

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you :

 
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

•  30 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you’ll learn and thrive? Apply today and find out more.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.