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    Thinking of making a pension change?

    Over 284 schools have already left the Teachers' Pension Scheme (TPS) or are in the process of doing so.

    What are the lessons learned that will benefit schools still considering their position?

    Watch here

    Who this is for

    Bursars

    Schools' finance teams

    School Governors

    Anyone responsible for their school's teaching staff pension scheme and associated benefits

    Topics covered

    The state of the market

    Where we see the market now and what we anticipate the next developments may be

    Lessons learned from previous projects

    The importance of ensuring the correct stakeholders are invested, involved and own the decision-making process at all stages

    Lessons learned from consultations with staff

    Best practice for the consultation process, from our experience with various schools clients

    Doing the best for your staff

    How to continue making the right choices for your teachers and the school

    Speakers

    About the speakers

    Our expert Schools team share their insights from working with schools throughout England, Wales and Scotland:

    Stuart Arnold

    Punter Southall Aspire | Associate Director

    Background
    Stuart has over 11 years of experience in the pensions industry. For the past six years, he has worked as a DC Consultant for a mix of corporate and trust-based clients, helping them meet governance requirements and ensuring pension arrangements are meeting client and member needs.

    Expertise
    His experience covers Defined Benefit, Defined Contribution and hybrid pensions. Stuart joined Punter Southall Aspire in mid-2017. has experience with Trust, Contract and Master Trust arrangements with a particular focus on Regulatory compliance.

    Graeme Bell

    Punter Southall Aspire | Associate Director

    Caroline Gaines

    Punter Southall Aspire | Principal

    Background
    Caroline leads the York team and has worked in the financial services industry for 22 years, over half of which has been in a consulting role.

    Expertise
    Over this time Caroline has worked with independent schools, providing advice and support for their non-teaching staff benefits. Having client relationships that span beyond 10 years, she works closely with her clients to understand their needs and aspirations. Caroline is a member of the PS Aspire Communications Group, working towards a continuous development of our communication offering to employers and their employees.

    Coming Soon

    Upcoming Punter Southall events

    Take a look at some of our other forthcoming events, in person or online.

    6 September 2022 @ 13:00 PM
    Aspire to Retire: Helping employees avoid pension-value destruction

    Many employers run great pension schemes and spend a lot of money doing so - not just on the contributions they pay in but also on advice, communication and administration. And they’re happy to do so because they want their employees to have a decent income in retirement.


    However, the decisions that people have to take about their pension are many, varied and are often bewildering, which can lead to so called ‘pension-value destruction’. We see evidence of people making poor decisions such as:

    • accessing their pension pot earlier than they really need to
    • incurring unnecessary tax charges
    • making inefficient withdrawals, or
    • becoming victims of pension scams.

    Aspire to Retire has been designed to stop this happening. Join our webinar to find out how to help your employees avoid pension-value destruction.