Corporate strategy
Whether buying or selling a business there is enormous opportunity for reward. However, the potential risks relating to any employee benefits are equally significant.
We are able to assist multinational companies when entering new markets, helping them to understand local benefit provision and service costs. Our specialists actuarial team are also able to assist with the due diligence process of mergers and acquisitions.
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 Overview

 
  • advise of local benefit provision ensuring compliance with local regulations
  • benchmarking of local consulting costs and benefit provision
  • undertake full international pension due diligence
  • find the best pension solution to maximise value or minimise loss in a corporate transaction
  • negotiate with the pension scheme trustees and target company to provide clarity and certainty on future pension commitments
  • advise on implications of a proposed restructuring or refinancing, and ensure the pension scheme is managed in tandem with any of these corporate activities
  • assist purchasers propose tailored investment strategies to trustees for existing defined benefit pension schemes
  • help investigate ways of minimising and managing the risk and costs associated with defined benefit pension schemes in advance of sale
  • structure post-acquisition solutions for clients including establishing new pension arrangements
To visit the Punter Southall Transaction Services website, please click here​
 

 Insights and views

 
    Global Benefit Insights - September 2012
    20 September 2012
    Welcome to our first newsletter for multinational companies and not for profit
    organisations. Giving insights into topical employment benefit issues, it is aimed
    at Finance and HR and those who manage employee benefits internationally.
     
    View the newsletter

    Read more
    DC Pensions Bulletin - February 2012
    20 February 2012
    In this issue
     
    • Clearing of the in-trays
    • Clearing of the in-trays: speed read
    • QROPS
    • Other recent developments
    • Publications round-up
    • Dates for your diary
     
    Download a copy


    Read more
    Will the ‘holistic balance sheet’ prove to be Solvency II by the back door?
    23 November 2011
    On 25 October 2011, the European Insurance and Occupational Pensions Authority (EIOPA) published a consultation paper on its draft advice to the European Commission (EC) to help the EC’s review of the Institutions for Occupational Retirement Provision (IORP) directive. This review could have very significant implications for the funding of UK defined benefit (DB) pension schemes if it results in a funding regime similar to the Solvency II directive regime for insurers.

    View the briefing note


    Read more
    Pensions bulletin - October 2011
    13 October 2011
    In this issue
     
    • Back to work for the Pensions Minister
    • Back to work: speed read
    • Behind the scenes
    • Other recent developments
    • Publications round-up
    • Dates for your diary
     
    Download a copy


    Read more
    Pensions bulletin - July 2011
    1 July 2011
    In this issue:
     
    • Policy focus: one year on from the Coalition’s first Budget
    •  Policy focus: speed read
    •  Behind the scenes
    •  Other recent developments
    •  Publications round-up
    •  Dates for your diary
     
    Download a copy 
     
    Read more
    EC calls for advice on review of IORP directive
    27 May 2011
    In April 2011, the European Commission (EC) issued a Call for Advice from the European Insurance and Occupational Pensions Authority (EIOPA) to prepare for the Commission’s planned review of the Institutions for Occupational Retirement Provision (IORP) directive.
     
    View the briefing note


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    Test-Achats: are the days now numbered for sex-specific actuarial factors?
    1 April 2011
    On 1 March 2011, the European Court of Justice (ECJ) passed judgment on the Test-Achats case. This case was widely reported in the press for its impact on insurance premiums which will need to be equal for men and women from 21 December 2012. Although it concerned insurance contracts, the case could also potentially affect UK occupational pension schemes.
     
    View the briefing note

     

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

 Events

 
    Global Benefits, Putting the Pieces Together: Global Pensions and Benefits Conference
    2 July 2013
    Read more
    Global Benefits, Putting the Pieces Together: Global Mobility
    24 September 2013
    Read more
    2013 Pensions Conference
    10 October 2013
    A Conference for Trustees, Finance Directors and Pension Managers
    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
    James Saunders
    Principal
    Email James
    Or call us on
    020 3327 5000