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: 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.

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    Draft IORP II Directive: new proposals from Europe
    28 April 2014
    The European Commission (EC) published draft revisions to its Directive on the activities and supervision of institutions for occupational retirement provisions (IORPs), known as the IORP II Directive, on 27 March 2014. The stated aims of the revisions are improving the governance and transparency of IORPs in Europe.

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    Government sets 0.75% charge cap for auto-enrolment schemes and will ban commission
    31 March 2014
    The government has introduced a 0.75% charge cap on the default funds of qualifying schemes used for auto-enrolment from April 2015 and has confirmed that from April 2016 commissions and active member discounts will be banned.


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    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
    Read more
    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