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Pensions and insurance clerks and assistants

£14,560 Average salary at age 20
£26,520 Average Salary
37 Average hours per week


Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.

Main Tasks

  • Answers queries from clients and assists in interpreting and completing information requested on forms;
  • Checks forms completed by clients and contacts clients to obtain additional information or to clarify details;
  • Makes arrangements for financial advisers to visit clients and potential customers;
  • Transfers information from application forms and other documentation to computerised records;
  • Receives notice of changes to personal circumstances and updates files;
  • Issues application forms, policy documents, reminders, claims forms and other standard documentation;
  • Performs general clerical duties to support senior staff.


There are no minimum academic requirements, although entrants usually possess GCSEs/S grades. Training is usually provided on-the-job. NVQs/ SVQs, apprenticeships and professional qualifications are available in some areas.

What Pensions and insurance clerks and assistants studied in higher education

A text alternative for this canvas pie chart is provided in the data table below
What Pensions and insurance clerks and assistants studied in higher education
Occupation Percentage Value
(C9) Others in biological sciences1
(L7) Human & social geography1
(G1) Mathematics3
(W2) Design studies3
(L3) Sociology4
(C1) Biology1
(C8) Psychology7
(W1) Fine art1
(F7) Science of aquatic & terrestrial environments1
(W3) Music2
(F6) Geology1
(F8) Physical geographical sciences1
(W8) Imaginative writing1
(M0) Broadly-based programmes within law1
(W6) Cinematics & photography2
(C7) Molecular biology, biophysics & biochemistry1
(Q3) English studies8
(L2) Politics2
(R4) Spanish studies1
(N5) Marketing1
(W4) Drama2
(M1) Law by area4
(M2) Law by topic6
(J9) Others in technology1
(I2) Information systems1
(N8) Hospitality, leisure, sport, tourism & transport2
(P5) Journalism2
(F4) Forensic & archaeological sciences1
(V5) Philosophy1
(L1) Economics3
(Q1) Linguistics1
(T7) American studies1
(N1) Business studies7
(X3) Academic studies in education1
(L5) Social work1
(X1) Training teachers1
(N4) Accounting3
(C6) Sport & exercise science3
(C3) Zoology1
(P3) Media studies1
(N2) Management studies2
(V1) History by period6
(N3) Finance2
(L6) Anthropology1
(I1) Computer science1

UK Prospects

80500 Workforce Size
3.18% Predicted decline 2023 - 2027
12178 Predicted Replacement 2023 - 2027

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