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

 
    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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    What do the 2017 election manifestos say about pensions?
    5 June 2017

    With the snap general election on 8 June 2017 fast approaching, we take a short guided tour of the recently published manifestos to see what pledges relating to pensions have been made.

    Read full bulletin here

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    Pension Protection Levies: Proposals for 2018/19 to 2020/21
    18 May 2017
    On 23 March 2017, the Board of the Pension Protection Fund (PPF) consulted on proposed changes to the levy calculation from 2018/19 to 2020/21. The main proposals relate to the insolvency scoring with the aim of improving its predictability. This includes the use of credit ratings, industry-specific scorecards for financial institutions, a reallocation of sponsors to scorecards and a possible move away from the 12-month averaging of insolvency scores.
     
     
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    Is the Pensions Regulator getting tough on scheme funding?
    16 May 2017

    ​The Pensions Regulator (TPR) has issued its annual funding statement aimed at trustees and employers undertaking valuations with effective dates between 22 September 2016 and 21 September 2017 (2017 valuations). Whilst many of the themes in the statement are familiar from previous funding statements, TPR appears to be taking a stronger position on some issues than it has done previously.

    Read full news alert here

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

 Events

 
    Exploring Flexibilities in Discount Rates
    27 June 2017
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    The Railways Pension Scheme - Employer Discussion on the 31 December 2016 Valuation
    29 June 2017
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    Exploring Flexibilities in Discount Rates
    13 July 2017
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    Trustee Knowledge & Understanding (TKU) Course
    7 September 2017
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    Annual Pensions Conference 2017
    28 September 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