Advisory Services
Event driven advice
Pension schemes have been make or break in several high profile mergers and acquisitions. Trustees have been paramount in protecting members’ benefits and ensuring the future of the scheme is secured.
Punter Southall has extensive experience of supporting trustees through the delicate negotiations associated with corporate restructures, M&A deals and takeovers.
We provide:
- Consultancy advice on the impact of changes to the pensions environment, whether regulatory or financial
- Securing contingent assets
- Advising trustees on buy out approaches or the opportunity to settle liabilities
- Advice in connection with winding up pension arrangements
The Pension Protection Fund
The advent of the PPF has helped secure the future pension payments of thousands of DB scheme members. However, its arrival has put further pressure on trustees who must work with the sponsoring employer to pay levies and calculate fees.
Our PPF service includes:
- Advice on how the levies are calculated and what they mean for your scheme
- Help with levy forecasts
- Analysis of opportunities to influence the calculations
Communications
Keeping members up-to-date with their scheme is a critical part of ensuring the scheme works well and delivers the most appropriate benefits possible. Effective delivery of key messages to employees and communicating comprehensively with your plan sponsor are important skills.
Punter Southall has the resources to:
- Draft scheme newsletters
- Write informal reports
- Deliver the collateral to keep members engaged with their retirement plans
Governance services
Managing a governance budget is increasingly onerous for trustees but with the right support it is possible to make sure your scheme is run efficiently.
Our governance service delivers:
- Advice on annual planners, risk registers and budgets
- Trustee training services
- Internal control reviews
- Legislation and best practice updates
Trustee Training:
London Employer Masterclass (September)