Governance services

We find that it can have a positive impact on the risk management and planning processes undertaken by pension scheme trustees. So, for governance to be successful, it needs to be ‘active’ – not a tick in the box once a year. Good governance is integrated with the business of the trustees, driving the agenda and helping focus attention on what needs to get done.
 

 Overview

 
We work with our clients to develop:
  • risk controls and processes to ensure the interests of scheme members are properly looked after
  • a method of monitoring and reviewing their pension scheme’s assets
  • a clear understanding of their sponsoring employer’s covenant
  • a considered approach to trustee training, with the aim of developing understanding so that trustees can constructively challenge the advice they receive
More information can be found in our Governance Guide in the read more section to your left.

 

 Insights and views

 
    Pensions Bulletin March 2014
    10 March 2014

    In the latest issue of our Pensions Bulletin, we focus on journey plans and integrated risk management plans in the light of the Pensions Regulator's draft code of practice on DB funding. The Bulletin also looks at some other recent developments, including the impact of same sex marriage on occupational pension schemes and HMRC’s recent announcement on changes to its VAT policy.



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    Pensions Bulletin December 2013
    3 December 2013

    In our latest Pensions Bulletin, we examine two recent consultations from the Department for Work and Pensions which have thrown the spotlight on the gulf between defined benefit and defined contribution schemes and on the possibility of developing alternative ‘defined ambition’ designs to bridge the gap between them.

    The Bulletin also looks at some other recent developments, including new disclosure of information regulations and guidance from the Pensions Regulator on asset-backed contributions.

    We also flag key dates for your diary over the next quarter, including a breakfast briefing on 18 December on the Pensions Regulator’s consultation on a revised code of practice on defined benefit funding.



    Read more
    The Pensions Regulator publishes revised code of practice on scheme funding
    2 December 2013
    The Pensions Regulator (TPR) has today (Monday, 2 December 2013) published for consultation a number of documents relating to the funding of defined benefit (DB) pension schemes.


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    Pensions Bulletin September 2013
    9 September 2013

    In our latest Pensions Bulletin, we examine the increased regulatory focus on defined contribution (DC) schemes, with a new code of practice from the Pensions Regulator for trust-based DC schemes, a DWP call for evidence on minimum DC quality standards and a review of scheme charging structures by the Office of Fair Trading.

    The Bulletin also looks at some other recent developments, including a recent European case on the recovery of VAT and the appointment of a new PPF insolvency risk provider.

    In addition, the Pensions Bulletin flags key dates for your diary over the next quarter, including some Punter Southall events.



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    Pensions Bulletin - June 2013
    12 June 2013
    In our latest Pensions Bulletin, we ask whether the Pensions Regulator’s annual funding statement and proposed new objective go against the flow of regulation over the last decade by strengthening the position of the employer. The Bulletin also looks at some other recent developments, including the revised Takeover Code, the pensions implications of an independent Scotland and GMP equalisation.
     
    In addition, the Pensions Bulletin flags key dates for your diary over the next quarter, including some Punter Southall events.
     


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    Pensions Bulletin - March 2013
    6 March 2013
    In our latest Pensions Bulletin, we ask whether it is time for more joined-up thinking on pensions: do the various recent initiatives suggest that Government departments are working together to achieve the right balance between reform and continuity in the pensions system? The Bulletin also looks at some other recent developments, including ‘micro pot’ refunds, changes to the disclosure requirements and DC pension charges.
     
    In addition, the Pensions Bulletin flags key dates for your diary over the next quarter, including some Punter Southall events.
     


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

 Online services

 
    Risk evaluator
    An online tool that looks at five key areas of risk and gives trustees an initial high level review of the quality of the governance procedures in place.
    Read more
    Visit the Online services area to access our full range of online modelling tools and facilities
 

 Events

 
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    30 September 2014
    This course addressed the knowledge and understanding requirements
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    4 December 2014
    This course addressed the knowledge and understanding requirements
    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
    Kevin Burgess
    Head of Governance Services
    Or call us on
    020 3327 5000