Working with your trustees
Punter Southall helps employers work effectively with their scheme trustees using open communication and efficient ways of sharing information.

​This could be in situations such as:

  • reviewing or closing company pension schemes
  • controlling the cost of member options
  • controlling operational risk
 

 Overview

 
​We can help you:
  • understand your scheme’s investment strategy and the options available to your trustees - for example, reducing pension scheme funding volatility through investing in alternative assets or using investment products to safeguard against large drops in equity markets
  • prepare for negotiation with scheme trustees on the future funding of the current pension arrangements
  • effectively present the strength of your employer covenant to your scheme trustees, and negotiate with them on covenant-related issues
  • ensure your pension scheme works for your high earning individuals, with the latest developments in the annual and lifetime allowances handled correctly
  • present a business case to trustees and employees when scheme changes are required, which engages them in the process
  • consult with your scheme trustees when considering a liability reduction exercise to help de-risk your pension scheme
 

 Insights and views

 
 

 Online services

 
    BeLonG
    A bespoke longevity model that estimates the current mortality experience of a scheme, taking account of the socio-economic characteristics of members and enabling trustees to choose scheme-specific adjustments to standard tables.
    Read more
    PS Forecast
    Coming soon - a stochastic valuation projector, which illustrates the expected range of possible costs of the pension scheme benefits and the effect on these of varying the investment strategy or recovery plan.
    Read more
    PS Pulse
    An online, daily valuation tracker, which provides all the information needed to understand the change in a scheme’s funding, buyout, or company accounting position, in the context of daily movements in financial markets.
    Read more
    Visit the Online services area to access our full range of online modelling tools and facilities
 

 Events

 
    London Employer Masterclass - your next valuation
    1 March 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    Read more
    London Employer Masterclass - your next valuation
    15 May 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    Read more
    London Employer Masterclass - your next valuation
    25 October 2012
    An event designed for Finance Directors, Finance Teams, Company Secretaries, Pensions Managers, Treasurers & Non-Executive Directors.
    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
    Neil Lalley
    Head of Employer Services, Guildford
    Email Neil
    Or call us on
    020 7839 8600