Risk Management
The recent economic downturn brought home the risks for employers running defined benefit pension schemes. Tax and legislative changes also continued to impact on costs and create further risks to manage.
 

 Overview

 
We can help you with:
  • managing interest rate and inflation risk – for example, swaps are a cost effective way to manage the impact of inflation and interest rate changes on a pension scheme's deficit
  • managing longevity risk - for example, longevity swaps can reduce risk for larger pension schemes, whilst small schemes may benefit from our specialist advice on buy-ins, buy-outs or index-based longevity hedges
  • understanding the investment risks from the strategy adopted by the trustees and how discussions with your trustees can best be managed
  • pension scheme redesign or closure – for example, we can advise on the potential merits and pitfalls of the options open to you and provide an evaluation of the risks removed
  • controlling operational risk - we help sponsoring employers ensure their pension scheme is well governed by identifying and monitoring risks within the scheme and ensuring the cost of member options are controlled and that benefit calculations are correct
 

 Insights & views

 
 

 Online services

 
    PS Forecast
    Coming soon - a stochastic valuation projector, which illustrates the expected range of possible costs of the pension scheme benefits and the effect on these of varying the investment strategy or recovery plan.
    Read more
    PS Pulse
    An online, daily valuation tracker, which provides all the information needed to understand the change in a scheme’s funding, buyout, or company accounting position, in the context of daily movements in financial markets.
    Read more
    Visit the Online services area to access our full range of online modelling tools and facilities
 

 Events

 
    London Employer Masterclass - your next valuation
    1 March 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    Read more
    London Employer Masterclass - your next valuation
    15 May 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    Read more
    London Employer Masterclass - your next valuation
    25 October 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    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
    Neil Lalley
    Head of Employer Services, Guildford
    Email Neil
    Or call us on
    020 7839 8600