Scheme wind-up

​Our experience of managing a range of wind-ups means we provide support throughout the whole process, helping your pension scheme wind-up run efficiently and smoothly.
 

 Overview

 
Planning

Our initial consultancy and advice helps to identify issues, design pragmatic solutions, manage risk for both the sponsoring employer and trustees, and develop an action plan setting out each step in the process. We ensure the process runs smoothly with targeted cost-effective consultancy and advice, which is both pragmatic and user friendly.

Member communications

We work with you to devise a communications strategy that will manage member expectations, and provide them with clear, concise information. Our support ensures you get this crucial aspect right, with scheme member complaints and queries minimised, so that the wind-up progresses efficiently.
 
Liaison with third parties

We liaise with your other advisers, ensuring only the ‘right’ questions are asked, and maintain contact with regulators. This reduces your exposure and ensures you get best value from your advisers.  Our open channels of communication with regulatory bodies ensure we are aware of developments and opportunities that could progress your wind up more efficiently.
 
The wider framework

We have worked with the Pension Protection Fund (PPF) and the Financial Assistance Scheme (FAS) on hundreds of scheme wind-ups. This experience enables us to avoid unnecessary delays by focusing on the areas that matter. We combine diligence and pragmatism to minimise risk and to conclude your scheme’s wind up effectively.

We provide support throughout the whole wind up process.

 

 Insights and views

 
    Pensions Bulletin - March 2013
    6 March 2013
    In our latest Pensions Bulletin, we ask whether it is time for more joined-up thinking on pensions: do the various recent initiatives suggest that Government departments are working together to achieve the right balance between reform and continuity in the pensions system? The Bulletin also looks at some other recent developments, including ‘micro pot’ refunds, changes to the disclosure requirements and DC pension charges.
     
    In addition, the Pensions Bulletin flags key dates for your diary over the next quarter, including some Punter Southall events.
     


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

 Events

 
    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
    Robert Wallace
    Senior Consultant
    Or call us on
    020 3327 5000