Events and Seminars

We often have a variety of events taking place. These can range from lectures to seminars to training courses. Please check back regularly to see the latest events we have taking place.

We expect our forthcoming events to include:

  • Finance Act Seminar
  • Closed defined benefit scheme seminars
  • Charities Seminar
  • Roundtable for Member Nominated Trustees
  • Flexible Benefits seminar
  • Pensions Roundtable (Guildford)
  • Southern Pensions Conference (Autumn)
  • Punter Southall lecture series

If you are interested in attending any of these events please email us.

Surrey Pensions Conference 2008: 12 June 2008
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Corporate sponsor breakfast seminar: 23 May 2008
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The Funding Pressure Cooker– Pension scheme valuation update for trustees
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Deficit Reduction – Enhanced Transfer Exercises
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The New Pensions Landscape - Seminar 3 – Managing your PPF Levy
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Entering an era of surplus or plunging further into the red? A panel discussion on pension scheme funding: Monday 26 November 2007
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Trustee training seminar: 4 & 5 October 2007

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London Pensions Conference 2007: 15 October 2007

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The New Pensions Landscape - Seminar 2 – Living with Pensions Risk

The second of our 2007 seminars continues the theme of reviewing how the changes brought in during 2005 and 2006 under the Pensions Act and Finance Acts are working out in practice. The seminar is again intended for trustees, employers and pensions managers and will concentrate specifically on developments in the way pension schemes can manage risk. We will consider the key area of risk for many defined benefit schemes – investment – and then go on to address other, wider areas of risk, with particular focus given to:
• new duration based approaches to liability valuations;
• modelling of risk premia;
• measures to de-risk the scheme; and
• risks of Regulatory intervention.
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Southern Pensions Conference 2007
EVOLUTION & INNOVATION: Realising change in pensions & employee benefits

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The New Pensions Landscape - Seminar 1 – Scheme Funding

In 2005-6, we ran a series of seminars called ‘The Final Countdown’ counting down to the crucial pension changes that took place in April 2005 and 2006. Now that we are all familiar with the new pensions landscape, we are launching a further series of seminars for trustees and employers, examining how the new regimes are working out in practice and also looking at some of the new challenges being faced by occupational pension schemes. Click here to find out more -->

 
Mortality Risk - Is buy-out really the best way? - 18 April 2007

Punter Southall Group are pleased to host an important debate looking at how meeting mortality risks can and could be met by better solutions than just buy out. Following on from a thought provoking article in FTfM David Cule (Principal, Punter Southall), MarkWood (Chief Executive, Paternoster) and Ian Mills (Vice President, Credit Suisse) will debate the current and potential solutions to controlling mortality risk in a pension scheme. The evening’s chairman, DavidWilletts MP, will then take questions from the floor for the panel to consider. Click here to find out more -->

 

Surrey Pensions Conference 2007: DC - Deceptively Complicated - 8 June 2007

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Western Pensions Conference - 12 February 2007

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Age Discrimination Round Tables – Monday 6th & Monday 13th November 2006

Following considerable pressure from lawyers, industry professionals, trustees and employers, the Government agreed to delay the implementation of the pensions aspects of the Employment Equality (Age) Regulations 2006 until 1 December 2006. During this two month delay, the DWP will be consulting on amendments to the exemptions set out in legislation and on further guidance. We have now seen some draft amending regulations and are expecting to see revised guidance any day now. Click here to find out more -->

 
Punter Southall & Co Lecture Series –Developing the Protection Agenda
Lawrence Churchill - 8 November 2006

The Pension Protection Fund (PPF) has rarely been out of the news in the eighteen months since it came into existence in April 2005. Recent headlines have announced the publication of its investment strategy, the arrival of this year’s levy invoices and proposals for the shape of next year’s levy. The decisions made by the PPF have significant impacts on trustees and employers – both because of the immediate cost of the levy and also because of wider influences on company and trustee behaviour. Click here to find out more -->

 

The Nature of the Pensions Promise – A Panel Discussion - 16 October 2006

The DWP has proposed a regulatory review of pensions legislation. However, before we look at any changes in detail, we need to be clear on the fundamentals of exactly what the defined benefit pensions promise means to different stakeholders whether they be members, trustees or employers, venture capitals, trade unionists or industry professionals. Click here to find out more -->

 

Managing Business Risk: The role of pensions and employee benefits - 20 July 2006

UK companies face risks from all areas of their business with pensions and employee benefits being no exception. Our seminar will look not only at the risks created by pensions and benefits and how these can be managed, but also how they can be used as tools to control other areas of uncertainty faced by businesses. This session will aim to bring together issues faced by HR, Finance Directors and Pensions Managers – looking at how they interact and can be most effectively dealt with as a whole. Click here to find out more and register -->

 

Trustee Training Programme - various dates

A programme of introductory and advanced one day courses for pension scheme trustees. The Pensions Act 1995 gave trustees significant responsibilities to exercise, and the Myners Report confirmed that trustee training is pivotal to good pension scheme governance. The Pensions Act 2004 recognises the need for trustee education in the areas of pension and trust law, investment and scheme funding. The Trustee Training Programme sets in place the fundamental principles which will enable trustees to carry out their duties and obligations. New trustees need to acquaint themselves with many of the issues surrounding the operation of their scheme.
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The News
Solvency Funding in Pension Schemes

Punter Southall has released its new paper 'Solvency Funding in Pension Schemes: The Application of Solvency Regimes to European Pensions'.
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Life Expectancy by Post Code
Punter Southall has launched an online application to show how your life expectancy may differ from the UK average based on your current Post Code.
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Employee Savings Scheme Service
Punter Southall Group has developed its Employee Savings Scheme service which brings together mortgage and pensions saving to provide a solution to the failings of traditional pension schemes. Please contact Steve Leake on 01483 540 300 for further information.
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Co-founder who refuses to stand still in his desire to be ahead of the game
Punter Southall's Jonathan Punter tells the Financial Times' Pauline Skypala that the firm's unusual combination of businesses is far from accidental.
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Trustee Training Programme
Punter Southall has worked with the Trustee & Pension Management Association to develop a training course to cover the new Trustee Knowledge & Understanding requirements.
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Internal Controls
New regulations impose requirements on trustees to establish adequate internal controls for the operation of their pension scheme.
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CompleteDB
Punter Southall has launched a new integrated service solution for defined benefit schemes, bringing certainty of cost as well as full services.
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