Scheme Actuary services
Pension scheme trustees must appoint a Scheme Actuary to satisfy a number of statutory duties and obligations set out in legislation and under the rules of their scheme.
​The bedrock of our approach is delivering succinct and timely advice to pension trustees, with clear options and recommendations. We strongly believe that this enables trustees to fulfil their role more efficiently.
 

 Overview

 
A successful Scheme Actuary must actively engage with trustees on several levels. We believe: 
  • a Scheme Actuary appointment is a personal appointment - we build strong relationships with trustees to understand their particular circumstances
  • every pension scheme and every group of trustees is unique - so we tailor our actuarial advice and provide different solutions to ensure we truly meet the trustees' needs
  • it is essential that our advice as Scheme Actuary is ‘joined up’ with other advice you receive, most crucially pension scheme investment and covenant advice
We have developed tools to support and enhance the way we deliver our advice. We find they really do help our clients make effective, informed and timely decisions. For example, as part of a pension scheme’s triennial valuation exercise, we have a model, PS Impact, to illustrate, in real time, the impact that making changes to the key assumptions will have on the valuation results.
 

 Insights and views

 
 

 Online services

 
    BeLonG
    A bespoke longevity model that estimates the current mortality experience of a scheme, taking account of the socio-economic characteristics of members and enabling trustees to choose scheme-specific adjustments to standard tables.
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    Postcode life expectancy estimator
    Use your postcode and gender to get an estimate of your life expectancy, in comparison to the national average, and an indication of the difference that your postcode could make to your annuity.
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    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.
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    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.
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    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

 
    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.
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    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.
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    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
    Adam Stanley
    Head of Trustee Services, London
    Email Adam
    Or call us on
    020 7839 8600