Scheme Actuary services

​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.

 

 Insights and views

 
    Revised draft DC Code of Practice and Guidance
    25 May 2016

    ​On 9 May 2016, the Pensions Regulator’s (TPR’s) revised defined contribution (DC) Code of Practice was laid before Parliament, where it will remain for 40 days before coming into force in July. At this point, TPR will publish final versions of its ‘how to’ guides which support the new Code, together with its revised compliance and enforcement policy.

    Read full briefing note here

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    Queen’s Speech: Pensions Bill announced
    18 May 2016

    ​As had been expected, today (18 May 2016) saw the announcement of a Pensions Bill following the Queen’s Speech. Slightly disappointingly, Her Majesty did not actually mention it in the speech itself, although she did refer to the Lifetime Savings Bill which will provide the legislative framework for the Lifetime ISA.

    Read full news alert here

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    The Pensions Regulator sets out its latest expectations for scheme funding
    13 May 2016

    ​The Pensions Regulator (TPR) has issued its annual funding statement aimed at trustees and employers undertaking valuations with effective dates between 22 September 2015 and 21 September 2016.

    Read full news alert here

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    Employers taking charge of pension issues
    6 April 2016

    This quarter has seen the release of our scheme funding survey and new guide for employers. Employers have a key input into covenant, investment and funding issues and they may not have realised their influence and the alternatives that are available to the status quo. Armed with some new ideas, employers can be proactive and confident when engaging with trustees.

    Read full bulletin here

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    6 April 2016: 10 years after A-Day
    5 April 2016

    6 April 2006 (‘A-Day’) saw the introduction of a new ‘simplified’ tax regime for pensions as well as a number of other important developments. Ten years on, 6 April 2016 looks likely to be an equally significant date.

    Read full briefing note here

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

 Online services

 
    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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    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 Knowledge & Understanding (TKU) Course
    6 July 2016
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    Punter Southall Annual Pensions Conference 2016
    29 September 2016
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    Trustee Knowledge & Understanding (TKU) Course
    6 October 2016
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    Getting Ready for Your Next Pension Scheme Valuation
    24 November 2016
    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
    Or call us on
    020 3327 5000