Popular Reads

Some of our most downloaded pieces of content

Guide

eBook: Guide to Good Pension Governance

Good governance is critical to the successful operation of a DC pension scheme.  Our eBook gives you tips on how to achieve it

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Whitepaper

Taxing Times for High Earners

At a roundtable in early 2017 we delved into how the changes to the lifetime and annual allowance have impacted employees of businesses operating in the financial services sector.

Our survey summarises some quite surprising results from the 50 London-based businesses we surveyed.

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Research

DC Default Fund Survey

All default funds are not created equal.  Read our survey to find out who's performing well
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Guide

Pension Salary Sacrifice

An Exchange Worth Making: find out how salary sacrifice works, and how it could save your business money
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Whitepaper

Pension Simplification to Pension Complication

How are some City-based firms dealing with the implications of recent pension taxation changes for high earners?
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Featured

An Executive HR, Reward and Benefits Whitepaper

Pension Simplification to Pension Complication

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Knowledge Base for Future Thinking

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Case study

Salary Sacrifice

A company in the print, digital and supply chain solutions industry with a well-established pension scheme and governance process wanted to explore the potential National Insurance (NI) savings that could be made by introducing a pension salary sacrifice arrangement.

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Case study

Auto Enrolment Non-Compliance

An employer received confirmation of their staging date from the Pensions Regulator but believed that as their workforce had reduced since 1 April 2012, they would have a later staging date based on their current number of employees.They thought that the Pensions Regulator had “got it wrong” and ignored their calls to action.

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Case study

Auto Enrolment and Scheme Review

A business with 30 employees received notice from their pension provider advising them that they would not be supporting auto-enrolment. In addition, the directors were concerned that the pension scheme annual management charge (AMC) of 1% was no longer competitive.

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Case studies

Communications

A long-standing Punter Southall client wanted to introduce a global wellness programme focussing on four areas: Nutrition, Social, Financial and Physical. Punter Southall supported the financial aspect of the UK programme through our specialist financial education service, MyAspire.

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Case study

Communications Exercise

An organisation with 650 employees had not reviewed its pension scheme or documentation for many years but wanted to communicate with members regarding the tapered Annual Allowance and Lifetime Allowance.

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Case study

Default Fund Solution

A US-owned, City-based investment boutique with 80 UK staff, split evenly between investment and support roles, faced two issues with their pension plan: firstly, the level of staff investment expertise had created a demand for greater investment choice within their pension plan.  Also, the firm had to designate a suitable default investment option for automatic enrolment purposes.

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Case study

Employee Financial Education

A company with 275 employees in the heating sector had recently separated out from its parent company and undergone a corporate restructure.  The company recognised that it did not currently have in place an employee education and advice process to support its Code of Practice 13 responsibilities. As part of the company restructure the pension arrangements also needed to be revisited. 

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Case study

DC Governance

A facilities management services company with around 3,000 employees wanted to improve the governance of its pension scheme and ensure it was providing best value for money.

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Case study

DC Investment

Since 6 April 2015, members of DC pension schemes have been able to take benefits in new flexible ways. Following this change, and with auto-enrolment in place, Ideal Stelrad wanted to assess their pension scheme to ensure it was performing optimally for good member outcomes.

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Case study

Pre- and at-Retirement Services

A long-standing Punter Southall client operating both DB and DC Pension Schemes wanted to help its scheme members understand their increased retirement choices under ‘Freedom and Choice’, and ultimately benefit from improved outcomes.

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Briefing Note

Asset Management Merger

On 6th March 2017, Standard Life plc (Standard Life) and Aberdeen Asset Management plc (Aberdeen) confirmed that they hadreached agreement on the terms of a recommended all-share merger deal.

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Brochure

Creating Compelling Communications

How pension communications help with employee engagement

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Brochure

Employee Engagement Energised

An innovative way to motivate, inspire and connect with your employees

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Brochure

Delivering Good Outcomes

A modern and effective solution to manage DC governance
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Brochure

AVC Governance Simplified

The efficient and economic way for Trustees to manage AVC schemes
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Video

What is Pensions Automatic Enrolment?

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Video

What is Pensions Salary Sacrifice?

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Video

Playing the Pensions Game - How to Engage Your Employees

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Video

What are the Benefits of an Engaged Workforce?

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Video

Are You Getting the Benefit of Your Employee Benefits?

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Video

What are the 5 Pillars of Good Pensions Governance?

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Video

Punter Southall Aspire - Our Vision

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Video

What Does an Effective DC Scheme Look Like?

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Video

How Does the Default Fund Manage Your Money?

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Video

Making the Right Choices

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WHITEPAPERS

Salary Sacrifice: An Exchange Worth Making

Find out how salary sacrifice works, and how it could save your business money

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NEXT GENERATION SAVINGS

Changing Workplace Savings Behaviour for the Better

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Master Trust

The Aspire Savings Trust is a multi-employer, occupational pension scheme. It brings together governance, investment, administration and communications expertise within a technology-led solution.

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Governance

Establishing and governing the ideal workplace pensions and savings for your employees can be complex and time consuming. That’s where we come in.

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Communications

Our online platform educates and inspires employees across a range of financial topics. It helps them understand the importance of saving for their long-term future.

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Retirement

With greater choice and freedom in how and when individuals are able to access their pension fund, there is now an even greater need for early education and advanced planning. Find out how we help.

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Investment

Our investment research division analyses and rates over 18,000 DC investment funds. The insight we have enables us to support your investment objectives, making sure they're on track to deliver.

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Education

Our financial wellbeing and education service helps employers explain finances and their implications to employees, giving them the tools to make better financial choices at all stages of their working lives.

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