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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

London Employer Masterclass (September)
A masterclass where finance, HR and pension professionals will gain a deeper understanding of how to influence the key stages of the valuation process.
Trustee training - Pension scheme investment (September 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.

News

Punter Southall warns of an increasing lack of faith in pensions
Mike Richardson responds to HM Treasury’s and HM Revenue and Customs’ consultation document on “Restriction of Pensions Tax Relief”.
PS warns that too many employers are behind the curve in preparing for automatic enrolment
Alan Morahan comments on the impact of auto-enrolment.