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

 
    Are pension schemes changing their approach to bulk annuities?
    11 August 2017

    It has been 10 years since the term ‘buy-in’ was coined. Initially buy-ins were for all pensioners in a scheme. As the market has evolved and schemes have become more sophisticated in their approach, subsets of pensioner liabilities are now being insured. We are working with clients to build bulk annuity purchases into their journey plans to get them to buy-out efficiently. This approach brings with it questions and decisions for trustees.

    Continue reading here

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    Scheme funding: the Regulator’s tenth analysis
    3 July 2017

    In June 2017, the Pensions Regulator (TPR) published its tenth annual analysis of valuations and recovery plans, covering valuations with an effective date between 22 September 2014 and 21 September 2015. The analysis covers scheme demographics, assumptions used and details of recovery plans.

    Read full briefing note here

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    Pension scheme levies 2017/18
    3 July 2017

    ​Pension schemes are subject to a number of different levies. This briefing note collates previously published information to help schemes understand how much they can expect to pay in 2017/18.

    Read full briefing note here

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    Queen’s Speech: 27 proposed Bills but no Pensions Bill
    21 June 2017

    ​Today (21 June 2017), the Queen announced the Government’s legislative programme for the next two years, rather than the usual one, at the State Opening of Parliament. As expected, Brexit bills dominate the Government’s agenda, with a host of proposed new laws designed to prepare the UK for a ‘smooth and orderly’ departure from the European Union. 

    Read full news alert here

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    IRM – Are you maximising the chance of achieving your pension scheme’s objectives?
    14 June 2017

    Integrated risk management (IRM) was a key theme of the annual funding statement published by the Pensions Regulator (TPR) in May 2017. An effective IRM approach can inform trustee and sponsor decisions on a scheme’s long-term strategy.

    Read full briefing note here

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

 Events

 
    Trustee Knowledge & Understanding (TKU) Course
    7 September 2017
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    How Smarter Analytics can Improve your Influence on Scheme and Member Outcomes
    12 September 2017
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    Investment Masterclass: Alternative Ways of Managing Risk
    21 September 2017
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    Annual Pensions Conference 2017
    28 September 2017
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    Investment Event: Practical Advice for DB Pension Schemes
    5 October 2017
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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