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
Our expert Schools team share their insights from working with schools throughout England, Wales and Scotland:
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.
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.
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.
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.
Take a look at some of our other forthcoming events, in person or online.
FOR A PROFESSIONAL AUDIENCE ONLY
This event will explore the impact that COP26 and its associated themes will have on the decision-making of trustees and executors.
Is your DB scheme a problem or an overlooked opportunity? Stoneport’s aim is to address the big issues small schemes face in seeking to run off their liabilities through time alone: high running costs, the risks to members’ pensions promises, and delivering benefits efficiently and effectively.
The Value for Members assessment is a key component of the government’s strategy to consolidate smaller DC schemes and produce better outcomes for members. Our panel of legal and pensions experts will guide you through the key components of the assessment and what to expect as this new requirement develops