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

 
    Are pension schemes changing their approach to bulk annuities?
    11 August 2017

    It has been 10 years since the term ‘buy-in’ was coined. Initially buy-ins were for all pensioners in a scheme. As the market has evolved and schemes have become more sophisticated in their approach, subsets of pensioner liabilities are now being insured. We are working with clients to build bulk annuity purchases into their journey plans to get them to buy-out efficiently. This approach brings with it questions and decisions for trustees.

    Continue reading here

    Read more
    Scheme funding: the Regulator’s tenth analysis
    3 July 2017

    In June 2017, the Pensions Regulator (TPR) published its tenth annual analysis of valuations and recovery plans, covering valuations with an effective date between 22 September 2014 and 21 September 2015. The analysis covers scheme demographics, assumptions used and details of recovery plans.

    Read full briefing note here

    Read more
    Pension scheme levies 2017/18
    3 July 2017

    ​Pension schemes are subject to a number of different levies. This briefing note collates previously published information to help schemes understand how much they can expect to pay in 2017/18.

    Read full briefing note here

    Read more
    Queen’s Speech: 27 proposed Bills but no Pensions Bill
    21 June 2017

    ​Today (21 June 2017), the Queen announced the Government’s legislative programme for the next two years, rather than the usual one, at the State Opening of Parliament. As expected, Brexit bills dominate the Government’s agenda, with a host of proposed new laws designed to prepare the UK for a ‘smooth and orderly’ departure from the European Union. 

    Read full news alert here

    Read more
    IRM – Are you maximising the chance of achieving your pension scheme’s objectives?
    14 June 2017

    Integrated risk management (IRM) was a key theme of the annual funding statement published by the Pensions Regulator (TPR) in May 2017. An effective IRM approach can inform trustee and sponsor decisions on a scheme’s long-term strategy.

    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.
    Read more
    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: New Approaches to Managing Pension Scheme Risk
    13 December 2017
    Read more
    New Course: GDPR - Practical Implementation for Pension Schemes **FULLY BOOKED**
    9 January 2018
    Read more
    GDPR - Practical Implementation for Pension Schemes
    10 January 2018
    Read more
    GDPR - Practical Implementation for Pension Schemes
    15 January 2018
    Read more
    Getting Ready for your Next Pension Scheme Valuation: A New Approach
    1 February 2018
    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