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

 
    Discounting disconnect and limited longevity?
    6 April 2017

    Does the current low level of gilt yields create a false funding burden for sponsoring employers? Has the pace of increases in life expectancy finally tailed off? We seek to help sponsoring employers understand the issues and look at alternative approaches for pension scheme funding.

    Read full bulletin here

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    Spring Budget 2017: no news is good news?
    8 March 2017

    As was the case for last year’s Autumn Statement, there were relatively few significant announcements affecting pensions in today’s Spring Budget. It remains to be seen whether there will be any fireworks at the forthcoming Autumn Budget.

    Read full alert here

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    No Need to Panic on DB Schemes?
    21 February 2017

    On 20 February 2017, the Department for Work and Pensions (DWP) published its Green Paper entitled ‘Security and Sustainability in Defined Benefit Pension Schemes’. As befits its status as a Green Paper, this is a paper that is long on questions and short on firm recommendations about the future of defined benefit (DB) pensions. The DWP’s aim is to ‘encourage an informed debate on what if anything Government may need to do’.

    Read full briefing note here

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    Pension Scheme Investment: Tackling the Current Market
    30 January 2017
    Any uncertainties about the implications of Mr Trump’s protectionist trade policies were soon outweighed by his plans to cut taxes, boost infrastructure spending and reduce regulations, which were seen as improving domestic growth prospects. This investment update reviews market conditions, and explains our asset class views and assesses what a rate rise would mean to liability driven investment strategies. 
     

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    Will GMPs finally be equalised?
    25 January 2017

    On 28 November 2016, the Department for Work and Pensions (DWP) started consulting on a possible new methodology for equalising guaranteed minimum pensions (GMPs). In this note we consider the possible implications.

    Read full Briefing Note here

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

 Events

 
    Investment Masterclass: Making Value Based Investment Decisions
    9 May 2017
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    Pension Scheme Valuations: "The Big Opportunity” Valuation Masterclass
    18 May 2017
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    The Great Discount Rate Quandary
    8 June 2017
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    Trustee Knowledge & Understanding (TKU) Course
    14 June 2017
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    The Great Discount Rate Quandary
    15 June 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