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 levies 2015/16
    8 June 2015

    ​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 2015/16.

    Read full briefing note here

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    Scheme funding: the regulator’s eighth analysis
    5 June 2015

    ​In May 2015, the Pensions Regulator (TPR) published its eighth annual analysis of valuations and recovery plans, covering valuations with an effective date falling in the year to 21 September 2013. The analysis covers scheme demographics, assumptions used and details on recovery plans.

    Read full briefing note here

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    Out with the old, in with the new…
    3 June 2015

    ​Before 2010, Pensions Ministers seemed to change faster than the latest fashions: each Minister barely had time to master his or her increasingly complex portfolio before the next Minister was knocking at the door. All that changed in 2010 where the unusual circumstances of a Coalition Government brought us the novel prospect of a Pensions Minister who stayed in post for five years and actually knew quite a lot about pensions when he took up the job.

    Read full bulletin here

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    The Pensions Regulator issues its funding statement for the ‘unlucky cohort'
    26 May 2015

    ​The Pensions Regulator (TPR) has issued its annual defined benefit funding statement aimed at trustees and employers undertaking valuations with effective dates between 22 September 2014 and 21 September 2015. This group of schemes can be viewed as an unlucky cohort, in that their triennial valuation dates have tended to fall in particularly difficult economic circumstances in 2009, 2012 and now in 2015. (They were also the cohort who first had to get to grips with the new scheme funding regime in 2006.)

    View full news alert here

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    ‘Call for evidence’ on section 75 debts in multi-employer schemes
    28 April 2015

    ​Current employer debt legislation exposes employers in multi-employer defined benefit (DB) schemes to the risk of large debts falling due and can restrict the options available for managing pension risks. This note summarises the current position and a recent call for evidence published by the Department for Work and Pensions (DWP).

    View 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

 
    Charities and the Pensions Challenge: What Chairs Need to Know
    7 July 2015
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    Cost Effective De-risking
    8 July 2015
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    Investment Masterclass: Managing Volatility and Balancing Risk
    16 July 2015
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    Getting Ready for Your Next Pension Scheme Valuation
    24 September 2015
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    PS Annual Pensions Conference 2015
    1 October 2015
    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