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

 
    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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    Are you meeting your record-keeping duties
    9 January 2017

    On 30 November 2016, the Pensions Regulator (TPR) published various papers relating to record-keeping. TPR has said that many schemes are not meeting its record-keeping expectations and has confirmed that it will require trustees to report on their record-keeping in the scheme return.

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    January 2017 and a Happy New Year to all
    6 January 2017

    It’s been a rollercoaster year, but we reached the end. Bond yields slid downwards over the year and, like many of us, were at their lowest ebb at the end of the summer holidays. Yields have since climbed, but took a dip at the end of the year as festivities kicked in. Whether we’ve emerged unscathed by political events is yet to be determined and we will have to wait and see what 2017 will bring. 

    Read full bulletin 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

 
    LGPS Training for Admission Bodies - New Course
    23 February 2017
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    Pensions and Investments in Uncertain Times
    9 March 2017
    Read more
    Getting Ready for your next Pension Scheme Valuation
    16 March 2017
    Read more
    Investment Event: Practical Advice for DB Pension Schemes
    30 March 2017
    Read more
    Investment Event: Practical Advice for DB Pension Schemes
    9 May 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