Secretarial services
With so many demands on pension scheme trustees’ time, and the increasing focus on potential conflicts of interest, many employers and trustee bodies are now choosing to outsource the trustee secretarial role.
By appointing Punter Southall Secretarial Services as an independent secretary to the trustees, pension scheme trustees are able to concentrate on the important issues. Even with a limited trustee resource, they can feel confident their pension scheme is well managed and full audit trails are maintained.

Our highly trained and experienced pensions professionals provide both peace of mind and high quality operational support. We know what makes a difference, identify and mitigate key risk areas and find pragmatic solutions.
 

 Overview

 
We focus on delivering value and meeting governance requirements by:
  • supporting effective pension scheme trustee decision making
  • helping trustees develop best practice governance
  • strengthening the trustee relationship with scheme members
  • helping build a strong trustee board
Each client is unique so we tailor our services to meet the needs of each scheme. Whether you simply want us to organise and attend trustee meetings and issue minutes, or need a full secretarial package, our specialist team can help.
 
We work with a wide range of pension schemes across the country, either on a stand-alone basis or as part of a wider client relationship.
 

 Insights and views

 
    Pensions Bulletin - June 2013
    12 June 2013
    In our latest Pensions Bulletin, we ask whether the Pensions Regulator’s annual funding statement and proposed new objective go against the flow of regulation over the last decade by strengthening the position of the employer. The Bulletin also looks at some other recent developments, including the revised Takeover Code, the pensions implications of an independent Scotland and GMP equalisation.
     
    In addition, the Pensions Bulletin flags key dates for your diary over the next quarter, including some Punter Southall events.
     
    View the bulletin


    Read more
    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.
     
    View the bulletin


    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
    Tina James
    Principal
    Email Tina
    Or call us on
    020 3327 5000