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

 
    ‘Call for evidence’ on section 75 debts in multi-employer schemes
    28 April 2015

    ​Current employer debt legislation exposes employers in multi-employer defined benefit (DB) schemes to the risk of large debts falling due and can restrict the options available for managing pension risks. This note summarises the current position and a recent call for evidence published by the Department for Work and Pensions (DWP).

    View full briefing note here

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    A new dawn for liability management through member choice
    20 April 2015

    The implications of the changes that came into effect from 6 April 2015 will be wide-ranging for all. In an environment where members are embracing choice, many employers are finding increased benefits to engaging with members as they reach retirement.

    View full briefing note here

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    Corporate Bulletin Quarter 1 2015
    7 April 2015

    ​Market conditions remain challenging for pension schemes and their sponsors. We provide sponsors with a discussion of accounting assumptions at 31 March 2015.

     

    Click here to view bulletin

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    Flexiday is upon us!
    31 March 2015

    ​In the final note in our ‘Countdown to Flexiday’ series before Flexiday itself (6 April 2015), we look back over the developments of the last few weeks and forward to what the new pensions flexibility regime may mean in practice.

     

    View briefing note here

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    The Impact of Deflation on Occupational Pensions
    27 March 2015

    The Consumer Prices Index (CPI) was unchanged in the year to February 2015 (i.e. the 12 month rate was exactly 0.0%), a record low. With further falls in inflation later this year seeming a distinct possibility, we consider the impact of deflation on occupational pension schemes.

    Click here to view briefing note

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

 Events

 
    Cost Effective De-risking - Punter Southall's Unique Approach
    11 June 2015
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    Cost Effective De-risking - Punter Southall's Unique Approach
    17 June 2015
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    Charities and the Pensions Challenge: What Chairs Need to Know
    7 July 2015
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    Cost Effective De-risking - Punter Southall's Unique Approach
    8 July 2015
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    Investing in a 'Conservative' World
    16 July 2015
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    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