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Company Toolkit

The Company Toolkit is a series of briefing notes aimed at helping companies to manage their pension schemes effectively, covering issues such as: negotiating with trustees; liability reduction exercises; salary sacrifice; managing the risk of surplus; and minimising the PPF levy.

Toolkit 7 - January 2008

How can you manage your PPF levy for 2008/09 and beyond?

Toolkit 6 - October 2007

Longevity

Toolkit 5 - September 2007

Managing the risk of surpluses

Toolkit 4 - July 2007

Government assistance in funding defined benefit pension scheme liabilities

Toolkit 3 - May 2007

Liability Reduction Exercises: Enhanced Transfer exercises – do they still work?

Toolkit 2 - April 2007

Negotiating with Trustees – scheme funding

Toolkit 1 - February 2007

How can you manage your PPF levy?

Events

Trustee training - Pension scheme investment (March 2010)
Suitable for trustees wishing to understand more about investment, both in general investment terms and also investment strategy. This course also features experienced investment advisers or managers.
Trustee training - Trustee knowledge and understanding (moderate) (March 2010)
This course addresses the knowledge and understanding requirements.

News

Punter Southall: The Pensions Regulator consults on proposals for record-keeping standards
Punter Southall is pleased to announce the release of its latest briefing note entitled 'The Pensions Regulator consults on proposals for record-keeping standards'.
Punter Southall's Edinburgh Office announces further mandate win with appointment by Quarriers
Consulting actuaries and administrators Punter Southall has today announced its appointment to provide full services to the trustees of the Quarriers Pension Scheme.