Press Releases

11 December 2007, Punter Southall further expands its team with the appointment of Kevin Burgess as Qualified Actuary

Punter Southall, the consulting actuarial firm, today announces the further expansion of its business with the appointment of Kevin Burgess. Mr Burgess joined Punter Southall’s Wokingham office on 26 November from Aon Limited.

Kevin Burgess joins Punter Southall with twelve years’ experience as actuary and consultant at Aon Limited. During his time at Aon, Mr Burgess was most notably responsible for the company’s research into Dun & Bradstreet failure scores and their impact on PPF levies. This included investigating the factors that affect the failure scores and the elements that have an impact on the PPF levy.

Commenting on the appointment, Jonathan Snowdon, Principal at Punter Southall, said:

“Kevin’s extensive specialist knowledge of the impact of Dun & Bradstreet scores on PPF levies will add to Punter Southall’s expertise in this area. Many companies have been hit with huge increases in their Pension Protection Fund (PPF) levy this year and are rightly concerned about further increases next year. Companies want advice to help minimise their levy so this is a particularly good time to have on board someone with Kevin’s expertise. We to welcome Kevin to the Wokingham office and his appointment is further testament to our commitment to building the business in this area.”

For more information please contact:

Penrose Financial

Mani Pillai, Penrose

020 7786 4814

Sarah Caddy, Penrose

020 7786 4819

Notes to editors:

Punter Southall Group
The Punter Southall Group provides a complete range of employee benefit and investment-related services for companies, pension scheme trustees and individuals. It incorporates the following businesses:

  • Punter Southall – consulting actuaries
  • Punter Southall Transaction Services – corporate transaction advice
  • Punter Southall Financial Management – independent financial advice for individuals and corporate benefits
  • P-Solve Asset Solutions – investment advice and investment management for pension funds and other large investments
  • PSigma Investment Management – investment management for individuals
  • PSigma Asset Management – institutional and retail asset managers
  • PS Independent Trustees – independent trustee services

With 13 offices in the UK including London, Guildford, Wokingham, Edinburgh, Birmingham and Bristol, the Punter Southall Group companies collectively have hundreds of corporate, pension scheme, charity and individual clients.

The News
Pensions Anniversaries Booklets

 We are delighted to have published an essay by David Willetts MP,  Senior Advisor to Punter Southall, on the key pension anniversaries of 1908 and 1948 as well as a booklet containing a summary of all the pensions anniversaries falling this year. Please contact mailings@puntersouthall.com if you would like copies.

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'.
Read more -->

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.
Read more -->

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.
Read more -->

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.
Read more -->

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.
Read more -->

Internal Controls
New regulations impose requirements on trustees to establish adequate internal controls for the operation of their pension scheme.
Read more -->

CompleteDB
Punter Southall has launched a new integrated service solution for defined benefit schemes, bringing certainty of cost as well as full services.
Read more -->

Quicklinks
>> Knowledge Centre
>> Press Releases Home