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

 
    EIOPA presses ahead with holistic balance sheet
    14 November 2014
    On 13 October 2014, the European Insurance and Occupational Pensions Authority (EIOPA) published a further consultation on the holistic balance sheet. A few days later, on 23 October, the European Commission issued the latest
    draft of its revised Institutions for Occupational Retirement Provision (IORP) directive. This briefing note looks at these latest developments in European pensions regulation.​
     
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    Pensions Bulletin September 2014
    4 September 2014
    69 AD is known to ancient historians as ‘The Year of Four Emperors’. It was a year in which four men in turn (Galba, Otho, Vitellius and Vespasian) tried their luck at the imperial throne following the death of Nero. For pensions professionals, 2014 will be remembered as the ‘Year of Four Bills’.
     


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    Pension Schemes Bill redefines pensions (again)
    14 July 2014

    The Chancellor’s Budget announcement of greater flexibility over retirement benefits has led to a major reinterpretation of what the word ‘pension’ means in a defined contribution context. Meanwhile, the Department for Work and Pensions
    (DWP) has been working on its own redefinition of pensions in a wider context, in the shape of the Pension Schemes Bill, which was laid before Parliament on 26 June 2014.

     

    View the briefing note

    Read more
    The pension protection levy - The second triennium
    20 June 2014
    On 29 May 2014, the PPF published a consultation document on its plans for the pension protection levy for the second triennium, i.e. the 2015/16, 2016/17 and 2017/18 levy years.
     


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    Pension scheme levies 2014/15
    20 June 2014
    Pension schemes are subject to a number of different levies.This briefing note summarises the various levies in order to provide schemes with an update on how much they can expect to pay in 2014/15.
     


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

 Events

 
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    4 December 2014
    This course addressed the knowledge and understanding requirements
    Read more
    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    9 December 2014
    Read more
    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    10 December 2014
    Read more
    Public Sector Outsourcing: Pensions on Local Authority Contracts
    15 January 2015
    Read more
    Getting Ready for Your Next Pension Scheme Valuation
    22 January 2015
    Read more
    Charities and Non Profit Sector: Addressing the Pensions Challenge in 2015
    29 January 2015
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    18 February 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
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    11 December 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