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    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.

    Stoneport does this by bringing smaller DB schemes together to run as if they were one large DB scheme, whilst respecting their identities - in terms of benefit design, funding positions, and flexibilities around investment and contribution choices.

    For employers this takes out much of the time, cost and hassle experienced today from running a DB scheme.

    For trustees and members, it provides the security they are looking for that their retirements will be provided for.

    If you have responsibilities for a scheme that is closed to accruals (or considering closing), with fewer than 1,000 members and a sufficiently strong covenant then please join us to hear how Stoneport can help you.

    Who this is for

    Employers dealing with a DB scheme of fewer than 1,000 members that is either closed or considering closing to accruals

    Topics covered

    The issues faced by smaller DB schemes

    How to cut down on the time, cost and hassle associated with running these schemes

    How a pooled solution can help

    Locations & timings

    Online event

    Last Wednesday of each month, 1pm

    Upcoming dates:

    27th April

    Please choose your preferred date on the booking form.

    Login details will be provided after registration

    Speakers

    About the speakers

    Richard Jones

    Stoneport Pensions | Principal

    Richard Jones is the Managing Director of PSPS and the Chief Executive of Stoneport team and was a key architect in its development. He is a qualified actuary with almost 25 years industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018. His particular specialism is the interaction of employer covenant with funding and investment, helping schemes to understand and navigate to the best long-term outcome for their specific circumstances. He have led over 300 complex pension projects during his career.

    Margaret deValois

    Stoneport Pensions | Senior Consultant

    Margaret deValois is a senior consultant in Punter Southall Pension Solutions. She has more than 20 years of experience in the pensions industry advising clients on pension strategies. She has a track record of growing financial service firms, both as an independent consultant and as an executive leader.

    Margaret supports the team in the design and implementation of the business development strategy of Stoneport from time to time whilst attempting to relieve the existing PSPS actuarial team of any tasks she can help. She will advise and guide Stoneport’s clients through the consolidation process.

    Jacqui Woodward

    Stoneport Pensions | Head of Covenant

    Jacqui is Covenant Lead at Punter Southall Pension Solutions and was instrumental in designing the covenant support structures for Stoneport, our small scheme consolidator, that launched in October 2020. She is a qualified actuary and has specialised in employer covenant related projects since 2006 following a brief spell advising on international pensions issues for a global consultancy in New York. Jacqui has provided employer covenant support to trustees and sponsors in a wide range of circumstances including distressed situations and corporate restructurings. Jacqui is a champion for flexible working having been based in Cornwall for over 15 years. Away from her home office she can usually be found on, or in, the water.

    Get in touch

    Register interest

    To reserve your place at the webinar, fill out the short form and we'll be in touch nearer the time with more details.

    If you can't make this session, pick one of our other upcoming dates and we'd be happy to book you in then instead:

    Coming Soon

    Events coming up

    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.