12th October 2022

Funding & investment regulations: the impact on small defined benefit pension schemes

To reserve your place at the webinar, register at Punter Southall.

The DWP has recently published new draft regulations to implement the changes in the funding regime for DB pensions that will apply from next year. These regulations have the potential to transform the funding landscape for smaller pension schemes and significantly restrict flexibility and increase corporate contributions.

This 1 hour webinar is aimed at all those involved in the running of smaller defined benefit pension schemes, including sponsors and trustees. Hosted by Stoneport, we are delighted that investment expert and independent trustee Tegs Harding, from ITS, will also join this webinar as guest presenter.

The webinar will provide an oversight of the new proposed regime, as it applies to smaller DB schemes, and will cover the following:

  • What are the new proposed regulations all about?
  • When and what is significant maturity?
  • What are the investment implications of the new regime?
  • What are the funding implications of the new regime?
  • The Stoneport difference

Who this is for
All those involved in the running of smaller defined benefit schemes

Topics covered

    • More details on the proposed new regulations for small DB schemes – what’s involved?
    • What is ‘significant maturity’ for a DB scheme, and when would you reach it?
    • The investment implications of the new regime
    • The funding implications of the new regime

Locations & timings
Online event

Tuesday 1st November at 1pm

Login details will be provided after registration

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.

Tegs Harding
Independent Trustee Services Limited | Director

Tegs is a professional trustee at Independent Trustee Services Limited, working with schemes in a range of different sectors. She is a qualified actuary with over 15 years’ experience in the finance industry, having previously worked in investment consulting, asset management and retail banking. Having previously been an investment consultant, Tegs has experience in all aspects of investment strategy. Tegs has a keen interest in ESG and is part of the APPT working group looking at TCFD reporting.

To reserve your place at the webinar, register at Punter Southall.