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

    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.

    Read more
    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

    Read more
    Ten key dates for 2017
    5 January 2017
    2016 was another eventful year for pensions with 6 April 2016 seeing the introduction of the new state pension and the final demise of contracting out. However, the major reforms to pensions taxation that had been anticipated failed to materialise in the 2016 Budget.
    2017 looks set to be another busy year for pensions, with  a number of key dates for the diary ahead of us.

    Read full news alert here

    Read more
    Will CPI change in 2017?
    13 December 2016

    ​On 10 November 2016, it was announced that, from March 2017, CPIH would become the Office for National Statistics’ preferred measure of inflation. In this note we consider the potential impact on occupational pension schemes and other recent developments on consumer price indices.

    Read full briefing note here

    Read more
    The Times They Are a-Changin’
    5 December 2016

    Whilst it is probably fair to say that Bob Dylan’s 1964 folk classic ‘The Times They Are a-Changin’’ was not focused on defined benefit (DB) pension schemes (which for some reason are rarely an inspiration for songwriters), the lyrics penned by this year’s winner of the Nobel Prize for Literature could be used to describe the pensions landscape as we near the end of 2016.

    Read full pensions bulletin 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


    Pension Scheme Valuations in Volatile Times
    26 January 2017
    Read more
    Trustee Knowledge & Understanding (TKU) Course
    8 February 2017
    Read more
    LGPS Training for Admission Bodies - New Course
    23 February 2017
    Read more
    Pensions and Investments in Uncertain Times
    9 March 2017
    Read more
    Pension Scheme Valuations in Volatile Times
    16 March 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