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 Briefing Note Issue 6: Further details of changes to the taxation of death benefits
    24 October 2014
    In this note, the sixth in our ‘Countdown to Flexiday’ series, we look in more detail at proposed changes to the taxation of death benefits from April 2015 announced by the Chancellor of the Exchequer at the Conservative Party Conference.
     
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    Pensions Bulletin September 2014
    4 September 2014
    69 AD is known to ancient historians as ‘The Year of Four Emperors’. It was a year in which four men in turn (Galba, Otho, Vitellius and Vespasian) tried their luck at the imperial throne following the death of Nero. For pensions professionals, 2014 will be remembered as the ‘Year of Four Bills’.
     


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    Countdown to Flexiday Issue 5: Member communications in a post-Budget world
    26 August 2014
    In this note, the fifth in our ‘Countdown to Flexiday’ series, we look at the Government’s guidance guarantee and how the Budget changes will affect communications delivered to members regarding their retirement planning.
     


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

 Events

 
    Budget Pension Changes: Breakfast Briefing for Corporates with DC schemes
    19 November 2014
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    Implications of the Budget Pension Changes: What You Need to Do Now!
    27 November 2014
    For Corporates with DC Schemes - Finance, Benefits and HR Professionals
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    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    9 December 2014
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    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    10 December 2014
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    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    11 December 2014
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    Getting Ready for Your Next Pension Scheme Valuation
    22 January 2015
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    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    18 February 2015
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    Getting Ready for Your Next Pension Scheme Valuation
    21 May 2015
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    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    15 September 2015
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    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