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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 Salary sacrifice – Defined benefit schemes

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

Myths & realities of pension scheme de-risking (Guildford)
This seminar will take a more in-depth and realistic view of buyout options, assess realistic options available and provide a plan for practical de-risking strategies from both a Corporate and Trustee perspective.
Trustee training - Trustee knowledge and understanding (intensive)
An intensive trustee training course on Trustee Knowledge and Understanding.

News

Pensions: major concern for private equity industry
Punter Southall Transaction Services survey reveals pensions issues still a significant challenge and concern for private equity firms.
Punter Southall launches Corporate Sponsor Training Programme
The programme will equip employers sponsoring final salary pension schemes with a solid understanding of the key drivers behind scheme funding and the actuarial valuation process.