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

 
    Spring Budget 2017: no news is good news?
    8 March 2017

    As was the case for last year’s Autumn Statement, there were relatively few significant announcements affecting pensions in today’s Spring Budget. It remains to be seen whether there will be any fireworks at the forthcoming Autumn Budget.

    Read full alert here

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    No Need to Panic on DB Schemes?
    21 February 2017

    On 20 February 2017, the Department for Work and Pensions (DWP) published its Green Paper entitled ‘Security and Sustainability in Defined Benefit Pension Schemes’. As befits its status as a Green Paper, this is a paper that is long on questions and short on firm recommendations about the future of defined benefit (DB) pensions. The DWP’s aim is to ‘encourage an informed debate on what if anything Government may need to do’.

    Read full briefing note here

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    Pension Scheme Investment: Tackling the Current Market
    30 January 2017
    Any uncertainties about the implications of Mr Trump’s protectionist trade policies were soon outweighed by his plans to cut taxes, boost infrastructure spending and reduce regulations, which were seen as improving domestic growth prospects. This investment update reviews market conditions, and explains our asset class views and assesses what a rate rise would mean to liability driven investment strategies. 
     

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    Will GMPs finally be equalised?
    25 January 2017

    On 28 November 2016, the Department for Work and Pensions (DWP) started consulting on a possible new methodology for equalising guaranteed minimum pensions (GMPs). In this note we consider the possible implications.

    Read full Briefing Note here

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    PPF confirms details of the 2017/18 levy
    17 January 2017

    ​On 15 December 2016, the Board of the Pension Protection Fund (PPF) published the Determination setting out how the 2017/18 levy will be calculated. This confirms that the majority of the proposals in the September consultation will be adopted.

    Read full briefing note here

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    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

 
    Investment Masterclass: Making Value Based Investment Decisions
    30 March 2017
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    Investment Masterclass: Making Value Based Investment Decisions
    9 May 2017
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    Getting Ready for your next Pension Scheme Valuation
    18 May 2017
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    Trustee Knowledge & Understanding (TKU) Course
    14 June 2017
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    Investment Event: Practical Advice for DB Pension Schemes
    22 June 2017
    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