Pensions or insurance clerk/assistant

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.


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

Typical Education Level

Level 2 NVQ; GCSE at grades A*-C

Will retirement created job openings

In the UK, 14% in this profession are aged 55 or above.* They will likely retire in the next 10 years, creating a demand for new workers

*This is based on national data


Average annual earnings

The current average wage for pensions or insurance clerk/assistant is £21,567

1,973 positions

Current Employment

The number of jobs in the career for the current year is 1,973. Job counts include both employed and self-employed persons, and do not distinguish between full- and part-time jobs.


Job Postings

Over the past year, jobs have been posted for pensions or insurance clerk/assistant roles.

How well does it pay?

Normal pay for this occupation is £21,567 per year. That is about £1,797 per month or £11.06 per hour. New workers generally start on £13,858, while highly experienced workers can earn as much as £33,897

Is it growing or declining?

This career has remained the same over the last 2 years, and is expected to remain the same over the next 4 years. Currently, 1,973 people are employed in the region.

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