Advisory services

Saying this, we feel it is just as important not to bombard our clients with information for the sake of it. Our approach is to keep our clients informed about issues that will ultimately and materially impact on their pension schemes. Our communications provide timely, but succinct, advice on the generic issues. These are followed up with specific written or verbal advice as appropriate.
 

 Overview

 
Our clients tell us they value our advice because we say what we think and go the extra mile to provide solutions that address their real issues. This is what makes Punter Southall different.

Another differentiator is the depth of resource offered by the Punter Southall Group.  We have specialist teams covering all the services needed by defined benefit pension scheme trustees, including:

  • guidance to trustees on the implications of their sponsoring employer's proposals for pension scheme redesign
  • investment consulting solutions that deliver across the whole spectrum of trustee requirements
  • advice on assessing and monitoring the employer covenant
  • expertise in buy-outs, buy-ins and other de-risking products
  • advice on corporate activity affecting the pension scheme, including corporate transactions
  • advice relating to re-broking and monitoring of trustees’ insurance arrangements
  • individual advice to pension scheme members
  • advice on the management of Pension Protection Fund levies

 

 Insights and views

 
    Pensions Bulletin March 2015
    4 March 2015

    ​There has understandably been a great deal of focus recently on the implications of the new flexibilities that will be available to members of defined contribution (DC) arrangements come Flexiday – 6 April 2015. What perhaps hasn’t received so much attention is how defined benefit (DB) schemes might be faring. Employers have been putting billions of pounds into UK schemes over recent years – has it made a difference?

     

    Click here to view pensions bulletin

    Read more
    Briefing Note: Is it RIP for RPI?
    26 February 2015

    ​At the beginning of January 2015, the UK Statistics Authority published an independent review of UK consumer price statistics. Amongst other things, the review recommends that government and regulators work towards ending the use of RPI as soon as practicable.

     

    Read full briefing note here

    Read more
    Issue 9: Flexiday - Where are we now?
    12 January 2015

    It is now over nine months since the Chancellor announced his Flexiday proposals to allow members of defined contribution (DC) schemes more flexible access to their benefits. This briefing note reviews where we are now in the process of implementing Flexiday in law – and what we are still waiting for (with three months to go).

    View briefing note here ​

    Read more
    Corporate Bulletin: Quarter 4 2014 update
    9 January 2015

    ​Welcome to the 2014 year-end edition of our quarterly bulletin aimed at defined benefit (DB) sponsors. We provide an overview of market conditions and the range of accounting assumptions sponsors may wish to use for their annual disclosures at 31 December 2014 alongside market news regarding pension buy-outs and de-risking, and an update on PPF issues.

    View full Corporate Bulletin here

    Read more
    Countdown to Flexiday Briefing Note Issue 8 - DC trusts - implement or facilitate?
    9 December 2014

    Amidst continued media excitement about the new flexibilities, trustees of defined contribution (DC) schemes and sections now need to decide exactly how they will implement the new flexibilities.

    Read more
    Visit the Industry Insights page for news and views on the latest industry developments
 

 Events

 
    Member Communications Event: Will you be ready for Pension Freedoms?
    17 March 2015
    Read more
    Member Communications: Will you be ready for 'Flexiday'
    25 March 2015
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    15 April 2015
    This course addressed the knowledge and understanding requirements
    Read more
    Getting Ready for Your Next Pension Scheme Valuation
    21 May 2015
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    15 September 2015
    Read more
    Visit the Events area for all forthcoming Punter Southall seminars, conferences and events
    Speak to us

    Speak direct to our specialists in this area
    Adam Stanley
    Head of Trustee Services
    Or call us on
    020 3327 5000