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Searching for: researcher is "punter southall"

Surveys listed in reverse order of publication date

Results 1-15 of 15.

Risk of Ruin report shows one in three defined benefit pension schemes will fail to deliver benefits in full to members
Risk of Ruin report
Punter Southall
10 Jul 2017 United Kingdom Funding and Minimum Funding Requirement, Administration
Analysis from Punter Southall's "Risk of Ruin" report has revealed that one in three DB schemes in the UK are at risk of failing to pay member benefits in full, with only one in five having a high chance of being able to deliver full benefits to members.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D61051460    
 
The discount rate quandary: the impact of different approaches to discounting pension scheme liabilities
The discount rate quandary
Punter Southall
Feb 2017 United Kingdom Surpluses and Deficits, Accounting
A research report published by Punter Southall Transaction Services considers how schemes set discount rates for pension scheme funding purposes and questions whether they should be changing their approach. The report finds that the "gilts plus" approach, in which expected returns for assets such as equities are set as being fixed relative to gilt yields, is used by the overwhelming majority of pension schemes. The report suggests that this is not the only credible method for setting expected returns and by consequence discount rates. The report finds that even a 10% reduction in liabilities through using an alternative approach with a higher discount rate would significantly improve the funding position for all schemes, with 25% of schemes moving from deficit to surplus and another 25% having their deficit cut by more than half.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7C10253C    
 
Employers taking an active role in pension scheme investment strategy
Employers taking an active role in pension scheme investment strategy
Punter Southall
24 Feb 2016 United Kingdom Trustees, Investment - Management
According to research from Punter Southall, 69% of employers are taking a more active role in setting pension scheme investment strategy. The survey also found that 17% of respondents stated that employers took the lead in investment strategy discussions, countered trustee proposals or put forward their opinion in advance of trustee proposals.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AC9630A8    
 
Employee Pension Contributions Insufficient to Fund Retirement
Employee Pension Contributions Insufficient to Fund Retirement
Punter Southall
5 Feb 2016 United Kingdom Scheme Design (inc. DB & DC), Savings, Pensioners & Retirement
New research published by Punter Southall Aspire shows a significant shortfall between DC contributions and desired levels of income in retirement. Around 92% of employees save between 0% and 5% of earnings into their pensions with 69% of employers supplementing this with 6% or less of earnings. This would leave retirees with much less money than is regarded as comfortable retirement income.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

839600F6    
 
Punter Southall survey finds trustees and employers reaching for "safety valves" to ease pressure on UK pension schemes
Scheme Funding Survey 2012
Punter Southall
17 Jul 2012 United Kingdom Trustees, Surpluses and Deficits, Funding and Minimum Funding Requirement, Administration
According to Punter Southall’s scheme funding survey 2012, a quarter of trustees have had to accept a longer recovery plan while a quarter of employers have had to pay higher than expected contributions as part of a more pragmatic approach to the management of their pension schemes. The survey also found that employers and trustees are focusing more on managing, monitoring and mitigating the risk in their pension scheme, with one in five schemes aiming to buy out by a specific date.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8670141B   Click here to contact the authors.
 
2012 Punter Southall DC survey warns UK employers are on "auto-pilot" for auto-enrolment
2012 Punter Southall DC survey warns UK employers are "on auto-pilot" for auto-enrolment
Punter Southall
31 Jan 2012 United Kingdom NEST/Personal Accounts, Automatic Enrolment
According to Punter Southall's fourth annual survey of defined contribution pension schemes, more than half of employers have failed to take the necessary steps to assess the true cost of auto-enrolment. The survey also found that less than half of employers know their correct staging date and just 5% intend to engage with NEST.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9266663C   Click here to contact the authors.
 
High earners & contributors: Survey - Where are we now?
High earners & contributors: Survey - Where are we now?
Punter Southall
Jul 2011 United Kingdom Scheme Design (inc. DB & DC), Administration
Punter Southall has published its second High Earners and Contributors Survey, which monitors opinion on tax relief changes and their potential impact on pension schemes. The survey reveals that 40% of respondents think that senior management would be less engaged in pension schemes because of the changes.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B3619944   Click here to contact the authors.
 
DC Pensions in the UK Workplace
DC Pensions in the UK Workplace
Punter Southall
29 Mar 2010 United Kingdom Investment - General
According to a survey of UK defined contribution pensions from Punter Southall, almost nine out of ten employers with workplace pensions expect a change of government at the forthcoming general election, but the majority (57%) expect this to have little or no impact on pensions policy, and only 14% think it would have a positive impact.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

865330C1    
 
Local Authority PFI/PPP Outsourcing Contracts Pensions Survey
Local Authority PFI/PPP Outsourcing Contracts Pensions Survey
Punter Southall
10 Mar 2010 United Kingdom Local Government, Accounting
Punter Southall has surveyed contractors who take on outsourced local authority services and has found that more than two-thirds are unaware that councils often use much weaker assumptions to assess LGPS pension values at the start of a contract than they do at the end. This means that councils are able to transfer their existing pension liabilities to contractors for much less than they themselves are expecting to charge to take those liabilities back at the end of the contract.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

125296D7    
 
Local Government Pension Scheme: the 2010 valuation
Pensions update
Punter Southall
Feb 2010 United Kingdom Surpluses and Deficits, Local Government, Funding and Minimum Funding Requirement
According to the latest report from Punter Southall, the Local Government Pension Scheme (LGPS) valuation as at 31 March 2010 is likely to show a significantly worse position than the previous valuation in 2007. The worsening deficit could lead to increased contributions and extend the recovery period from 20 years to 30 years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A95227E2   Click here to contact the authors.
 
The False Dawn -An update on the UK bulk buy-out market and other de-risking solutions
The False Dawn -An update on the UK bulk buy-out market and other de-risking solutions
Punter Southall
Sep 2009 United Kingdom Pension Buy-out Companies
According to the latest research report by Punter Southall Transaction Services on the bulk buy-out market, a pension scheme would be able to run off the liabilities at a cost below the buy-out price in approximately 84% of scenarios. The report also claims that some of the new entrants to the market are constrained by a lack of available capital, although there is sufficient capital available in the buy-out market to meet current levels of demand from pension schemes, and it is a lack of demand for the buy-out option, rather than a shortage of capital, that has led to the large reduction in buy-out activity.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE4980D7   Click here to contact the authors.
 
Punter Southall's Scheme Funding Survey
Punter Southall's Scheme Funding Survey
Punter Southall
23 Mar 2009 United Kingdom Trustees, Funding and Minimum Funding Requirement, Corporate Governance, Administration
A new survey by Punter Southall has revealed that half of pension schemes do not know how the recession is impacting their funding position despite over 60% of respondents receiving quarterly or more frequent updates from a range of actuarial organisations. Punter Southall has issued eight key recommendations based on the findings of the survey.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

44469645    
 
Research reveals medium cohort herd instinct amongst employers
Research reveals medium cohort herd instinct amongst employers
Punter Southall
8 Dec 2008 United Kingdom Accounting
Punter Southall regularly analyses the assumptions that FTSE100 and FTSE250 companies report in accounting for their pension schemes. Their most recent analysis has revealed a sizeable number of companies reflecting the growing evidence that their employees and former employees are likely to live longer than they had previously assumed. There has been a large increase in the proportion of those companies who revealed information on their mortality assumptions adopting an assumption that was stronger than the medium cohort.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE451738    
 
The Market Value of Pensions Liabilities
The Market Value of Pensions Liabilities
Punter Southall
21 Nov 2008 United Kingdom Scheme Design (inc. DB & DC), Investment - General, Funding and Minimum Funding Requirement
A survey by Punter Southall Transactions Services of private equity firms has revealed that defined benefit pensions continue to be a serious concern and ongoing challenge for private equity firms, whether making acquisitions or disposals and whilst managing portfolio companies. The top pensions concern mentioned by over half of the private equity firms surveyed was the risk that changes in future life expectancy predictions will increase liabilities during ownership, resulting in a loss on exit. However, this concern isn’t unique to the private equity industry as uncertain future improvements in life expectancy is a worry for all pension scheme sponsors and trustees.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8844944C   Click here to contact the authors.
 
Punter Southall says surge in pensions buyout market unsustainable and temporary
Punter Southall says surge in pensions buyout market unsustainable and temporary
Punter Southall
2 Jun 2008 United Kingdom Pension Buy-out Companies
According to a report by Punter Southall on the pensions bulk buyout market, the current surge of pensions buyouts is both unsustainable and temporary. Researched by Punter Southall’s specialist transactions advisory team, Punter Southall Transactions services (PSTS), the report claims that temporary discounts from insurers, estimated by PSTS to be up to 10%, are distorting the market in the short-term, but in the long-term these discounts will not continue as the insurers are offering these simply to build their business profile and gain market share.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BA42172B   Click here to contact the authors.
 

Results 1-15 of 15.