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.


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

    Are you meeting your record-keeping duties
    9 January 2017

    On 30 November 2016, the Pensions Regulator (TPR) published various papers relating to record-keeping. TPR has said that many schemes are not meeting its record-keeping expectations and has confirmed that it will require trustees to report on their record-keeping in the scheme return.

    Read more
    January 2017 and a Happy New Year to all
    6 January 2017

    It’s been a rollercoaster year, but we reached the end. Bond yields slid downwards over the year and, like many of us, were at their lowest ebb at the end of the summer holidays. Yields have since climbed, but took a dip at the end of the year as festivities kicked in. Whether we’ve emerged unscathed by political events is yet to be determined and we will have to wait and see what 2017 will bring. 

    Read full bulletin here

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    Ten key dates for 2017
    5 January 2017
    2016 was another eventful year for pensions with 6 April 2016 seeing the introduction of the new state pension and the final demise of contracting out. However, the major reforms to pensions taxation that had been anticipated failed to materialise in the 2016 Budget.
    2017 looks set to be another busy year for pensions, with  a number of key dates for the diary ahead of us.

    Read full news alert here

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    Will CPI change in 2017?
    13 December 2016

    ​On 10 November 2016, it was announced that, from March 2017, CPIH would become the Office for National Statistics’ preferred measure of inflation. In this note we consider the potential impact on occupational pension schemes and other recent developments on consumer price indices.

    Read full briefing note here

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    The Times They Are a-Changin’
    5 December 2016

    Whilst it is probably fair to say that Bob Dylan’s 1964 folk classic ‘The Times They Are a-Changin’’ was not focused on defined benefit (DB) pension schemes (which for some reason are rarely an inspiration for songwriters), the lyrics penned by this year’s winner of the Nobel Prize for Literature could be used to describe the pensions landscape as we near the end of 2016.

    Read full pensions bulletin here

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


    Pension Scheme Valuations in Volatile Times
    26 January 2017
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    Trustee Knowledge & Understanding (TKU) Course
    8 February 2017
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    LGPS Training for Admission Bodies - New Course
    23 February 2017
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    Pensions and Investments in Uncertain Times
    9 March 2017
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    Pension Scheme Valuations in Volatile Times
    16 March 2017
    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