Competency Framework

The guide to pensions management technical competencies needed to be effective in the pensions industry at all career levels.

What are technical competencies?

What are technical competencies?

The technical competencies have been developed in consultation with the industry to reflect the needs and requirements of the profession.

This document sets out the standards; explains how they can be used and by whom and directs readers to sources of information, learning materials and qualifications.

Competency Framework

Functional areas

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The role of the pension profession

  • Sector Knowledge
  • Information and Knowledge Management
Competency Framework

Strategy & policy development

  • Pensions Strategy
  • Pensions Policy
Competency Framework

Leadership and management

  • People Management
  • Change Management
Competency Framework

Operational management

  • Product and Service innovation
  • Managing Product and Service delivery
  • Benefit Calculation and Delivery
  • Regulated Retirement Advice
  • Investment Portfolio Management
Competency Framework

Quality & client relationship management (CRM)

  • Governance and Compliance
  • Risk Management
  • Corporate Social Responsibility
  • Ethics
  • Sustainability in Pensions
Competency Framework

Compliance, Ethics & Environmental, Social and Governance (ESG)

  • Quality Management
  • Client Relationship Management (CRM)
Competency Framework

Trusteeship

  • Trusteeship
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