Provider selection

 

 Overview

 
Our pension provider selection service includes:
  • an analysis of your DC requirements, fed into our DC selection tool, to produce a list of providers ranked according to your specific requirements and preferences
  • regular meetings with each pension provider to discuss all aspects of their proposition and delivery - along with an independent review of their financial strength, investment performance and charges
  • objective support and a complete audit trail to document the reasons behind the appointment of any new or replacement pension provider
  • communicating any changes in pension provider to the members in a positive way, to avoid negative feedback and potentially disturbed employee relations
     
 

 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.
     
    Read more
    Life after Auto-enrolment - the Regulator's latest analysis
    4 September 2014
    The Pension Regulator (the regulator) publishes regular reports on the progress of automatic enrolment. The latest Declaration of Compliance report on automatic enrolment covers the period from 1 July 2012 to 31 July 2014. Read more about the key findings below.
     
     


    Read more
    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’.
     


    Read more
    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.
     


    Read more
    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.

    Read more
    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.

    Read more
    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.

     


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

 Events

 
    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
    Read more
    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    9 December 2014
    Read more
    Budget Pension Changes: Breakfast Briefing for Pension Schemes and Corporates
    10 December 2014
    Read more
    Public Sector Outsourcing: Pensions on Local Authority Contracts
    15 January 2015
    Read more
    Getting Ready for Your Next Pension Scheme Valuation
    22 January 2015
    Read more
    Charities and Non Profit Sector: Addressing the Pensions Challenge in 2015
    29 January 2015
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    18 February 2015
    Read more
    Getting Ready for Your Next Pension Scheme Valuation
    21 May 2015
    Read more
    Trustee Training - Trustee Knowledge and Understanding (Intensive)
    15 September 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
    David Ferris
    Senior Consultant
    Or call us on
    020 3327 5000
 

 DC Survey 2012