Fund choices

We know that pension scheme members need to beat inflation but we also appreciate the dangers of introducing too much volatility.
 

 Overview

 
Our investment consulting team is committed to:
  • providing affordable and effective investment consulting advice
  • delivering the right solution for you, whether this is benchmarked, best efforts or income-targeted investment returns
  • mitigating downside and long-term inflation risks, through a multi-asset approach using lifestyling and absolute return investments
  • matching pension investment fund selection to each client, such as ethical investment for charities
  • providing structured, adaptable solutions that react to changing membership needs
  • supporting scheme members who are unwilling or unable to make investment decisions by working with the scheme provider to create tailored and targeted investment options
     
 

 Insights and views

 
    Countdown to Flexiday: Government responds to Flexiday consultation
    31 July 2014
    In this note, the fourth in our ‘Countdown to Flexiday’ series, we look at the Government’s response to its consultation on the radical changes to the tax rules governing pensions announced in the Budget in March.

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    Countdown to Flexiday: Increased opportunities to take small benefits as cash
    27 June 2014
    In this note, the third in our ‘Countdown to Flexiday’ series, we look at the changes to the rules for trivial commutation made in this year’s Budget, in particular whether bulk trivial commutation exercises are now likely to be more attractive.

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    Pensions Bulletin June 2014
    3 June 2014

    In the latest issue of our Pensions Bulletin, we look at the changing pensions environment, focusing on transitional regulations on the definition of money purchase, the arrival of the Pensions Act 2014 onto the statute books and a consultation on regulations relating to the abolition of defined benefit contracting out.

    The Bulletin also looks at some other recent developments, including the first enforcement report for non-compliance with the employer duties legislation, the IBM case and a draft Statement of Recommended Practice on company accounts.

     


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    Countdown to Flexiday: Will all transfers from DB schemes be banned?
    29 May 2014
    In this note, the second in our ‘Countdown to Flexiday’ series, we look at the options being considered for a possible ban or restrictions on transfers from private sector defined benefit (DB) schemes and their implications.

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    All Change for DC
    29 April 2014
    Getting defined contribution (DC) pensions right is key to making auto-enrolment a success and improving retirement incomes for millions of people. This briefing note focuses on the action points for trustees of DC schemes and sections.

    Read more
    Visit the Industry Insights page for news and views on the latest industry developments
 

 Events

 
    Salary Sacrifice: the Great Exchange
    16 September 2014
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    Salary Sacrifice: The Great Exchange
    18 September 2014
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    Preparing for your next valuation
    6 November 2014
    For Trustees, Finance Directors and those responsible for Pensions and Corporate Risk
    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
    David Ferris
    Senior Consultant
    Or call us on
    020 3327 5000
 

 DC Survey 2012