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.


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

    Pensions taxation: Will you be ready for 6 April 2016?
    12 November 2015

    ​6 April 2016 is yet another milestone date for the taxation of pensions. It will see a further reduction in the lifetime allowance (from £1.25 million to £1 million), following hot on the heels of earlier reductions in April 2012 and 2014.

    Read full article here

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    Auto-enrolment: three years on
    3 November 2015

    ​October 2015 marked the third anniversary of the formal introduction of the new employer duties. In this note, we review developments over the last year and look forward to what we can expect in the future.

    Read full briefing note here


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    PPF consults on 2016/17 levy
    16 October 2015

    ​On 21 September 2015, the Board of the Pension Protection Fund (PPF) published a consultation document on possible changes to the 2016/17 levy. Only minor changes are proposed and the consultation closes on 22 October 2015.

    Read full briefing note here

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    Pension Scheme Discount Rates – Benchmark your assumption with your peers
    7 October 2015

    ​These are turbulent times for investment returns and pension scheme deficits. In this quarter’s bulletin, we provide focus on end-of-September accounting assumptions for sponsors’ annual disclosures at 30 September 2015. There are also plenty of other considerations for sponsors before the year is out and this bulletin highlights many of these issues.

    Read full bulletin here

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    New regulatory guidance on employer covenant
    2 October 2015

    ​In August 2015, the Pensions Regulator published new guidance entitled “Assessing and monitoring the employer covenant”. In this insight, we consider the key messages of the new guidance and what it means for trustees and sponsoring employers.

    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


    Getting Ready for Your Next Pension Valuation
    26 November 2015
    For trustees, pensions managers, finance directors & their teams
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    Implications of Budget Pensions Changes for Members and Trustees
    4 February 2016
    Read more
    Getting Ready for Your Next Pension Valuation
    3 March 2016
    Read more
    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