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Phone 0118 957 0610. Phone 0118 957 0610. Exit Charges: A question of fairness. Posted by Richard Butcher. On Aug 17, 2015 2:43:00 PM. One of the unintended consequences of the DC Freedom and Choice. Changes that arrived last April, is that they have flushed out an issue around the exit charges. That are some times apply to DC pension schemes. 0 Comments Click here to read/write comments. Transaction Cost Car Crash. Posted by Colin Musgreaves. On Aug 7, 2015 2:14:00 PM. Posted by Les Hill. On Jul 21, 201...

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Phone 0118 957 0610. Phone 0118 957 0610. Exit Charges: A question of fairness. Posted by Richard Butcher. On Aug 17, 2015 2:43:00 PM. One of the unintended consequences of the DC Freedom and Choice. Changes that arrived last April, is that they have flushed out an issue around the exit charges. That are some times apply to DC pension schemes. 0 Comments Click here to read/write comments. Transaction Cost Car Crash. Posted by Colin Musgreaves. On Aug 7, 2015 2:14:00 PM. Posted by Les Hill. On Jul 21, 201...

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PTL Blog | blog.ptluk.com Reviews

https://blog.ptluk.com

Phone 0118 957 0610. Phone 0118 957 0610. Exit Charges: A question of fairness. Posted by Richard Butcher. On Aug 17, 2015 2:43:00 PM. One of the unintended consequences of the DC Freedom and Choice. Changes that arrived last April, is that they have flushed out an issue around the exit charges. That are some times apply to DC pension schemes. 0 Comments Click here to read/write comments. Transaction Cost Car Crash. Posted by Colin Musgreaves. On Aug 7, 2015 2:14:00 PM. Posted by Les Hill. On Jul 21, 201...

INTERNAL PAGES

blog.ptluk.com

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PTL Blog | exit charges

http://blog.ptluk.com/topic/exit-charges

Phone 0118 957 0610. Phone 0118 957 0610. Exit Charges: A question of fairness. Posted by Richard Butcher. On Aug 17, 2015 2:43:00 PM. One of the unintended consequences of the DC Freedom and Choice. Changes that arrived last April, is that they have flushed out an issue around the exit charges. That are some times apply to DC pension schemes. 0 Comments Click here to read/write comments. Subscribe to Email Updates. Charge cap guidance brings significant uncertainty around property investment.

2

EET your TEE

http://blog.ptluk.com/eet-your-tee

Phone 0118 957 0610. Phone 0118 957 0610. On Jul 9, 2015 4:24:00 PM. Thanks to the Chancellor and his budget, two TLAs (Three Letter Acronyms) are about to get a wider airing. He’s proposed a consultation on the form of pension tax relief and opened the door to conversion from EET to TEE. Well and good, but, what are these things? Is short for Exempt, Exempt, Taxed. Reversing this, is short for Taxed, Exempt, Exempt. Member contributions are made from income (a) in a trust, before tax is deducted or (b) ...

3

PTL Blog | Transaction costs

http://blog.ptluk.com/topic/transaction-costs

Phone 0118 957 0610. Phone 0118 957 0610. Posted by Richard Butcher. On Aug 25, 2015 2:01:00 PM. First published in Engaged Investor Online. Disclosure rules are leaving trustees unable to communicate effectively with members, says Richard Butcher. Independent trustee and managing director of PTL. 0 Comments Click here to read/write comments. Transaction Cost Car Crash. Posted by Colin Musgreaves. On Aug 7, 2015 2:14:00 PM. 0 Comments Click here to read/write comments. Subscribe to Email Updates.

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DC Defaults: “To and through” or a “dead stop”?

http://blog.ptluk.com/dc-defaults-to-and-through-or-a-dead-stop

Phone 0118 957 0610. Phone 0118 957 0610. DC Defaults: To and through or a dead stop? On Jul 14, 2015 8:50:00 AM. This is the second blog we’ve published in relation to DC defaults, the first Knives or Forks can be found here http:/ blog.ptluk.com/dc-defaults-knives-or-forks. One of the issues currently tying trustees and IGCs in knots is how to redesign their DC default investment strategies in the wake of April’s Freedom and Choice changes. A dead stop investment strategy will look fairly similar to yo...

5

PTL Blog | Richard Butcher

http://blog.ptluk.com/author/richard-butcher

Phone 0118 957 0610. Phone 0118 957 0610. Charge cap guidance brings significant uncertainty around property investment. Posted by Richard Butcher. On Oct 25, 2016 5:16:35 PM. Late last Friday, as many in the pensions industry tried to doze quietly on their trains after an exhausting but great PLSA conference, the Department for Work and Pensions (DWP) published some guidance on the charge cap that applies to qualifying DC schemes. 0 Comments Click here to read/write comments. Posted by Richard Butcher.

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ptluk.com

PTLBrochure Download

http://ptluk.com/resources/brochure-download

You are here: PTL. To download our latest brochure please click here. Why appoint an Independent Trustee. Pension Scheme Budget Control Service (PSBCS). PTLife Time: DC Governance. Chair's Annual Statement: Template. PRESS RELEASE: Defined Contribution Pension Scheme Governance. DC Trustee Dating Agency. Distinguishing Features of Defined Contribution Governance. PTL Independent Trustees: Thought Leadership Session. FREE DOWNLOADS: Guides Factsheets. Defined Contribution Pension Scheme Services. Budget C...

ptluk.com

PTLWhy appoint an Independent Trustee

http://ptluk.com/why-appoint-an-independent-trustee

You are here: PTL. Why appoint an Independent Trustee. Why appoint an Independent Trustee. Poor administration is not harmless or victimless. It can have a real impact. The cost to the scheme of correcting issues, or dealing with complaints, can also eat away at members’ retirement pots. June Mulroy, Executive Director for DC, Governance and Administration,. The Pensions Regulator, 2011. Independent Pension Trustees are an effective solution to managing your company pension schemes. Over the past few yea...

ptluk.com

PTLgovernance resources for uk pension schemes

http://ptluk.com/resources

You are here: PTL. The governance of pension schemes is a complex business. In our resources section provide you with information to help you navigate the jargon and acronyms so often used in the pensions industry. The links on this page are to some of the external bodies involved in pension schemes. The pages below outline our role to pension scheme members and insolvency practitioners. Contains a number of free to use tools that are designed to make your role easier. The Finance Director Zone. Defined ...

ptluk.com

PTLTrustee Services - PTL

http://ptluk.com/services/for-trustees

You are here: PTL. PTL acts as an Independent Trustee to Pension schemes across the UK. PTL is a leading and award winning Independent Pension Trustee. Serving clients across the UK. We understand the complexities of managing pension schemes. Our specialist team deliver the technical expertise and pragmatism required to effectively manage your scheme. Guide: The trustees’ guide to the 2015 DC pension scheme changes. DC Governance Statement: Gap Analysis Tool. DC Training for Trustees. Being personable is...

ptluk.com

PTLEmployer Services - PTL

http://ptluk.com/services/for-employers

You are here: PTL. PTL provides governance services to businesses across the UK. We are a market leading and award winning provider of independent governance services. If an entity has a constitution we can act as independent governor, director or trustee. We can act alone or as part of an existing board. We also provide support services including secretarial, document storage, compliance audit and training. Alternative Governance Structure (AGS). Contract Based Pension Governance. Group Life Master Trust.

ptluk.com

PTLNews - PTL

http://ptluk.com/news

A day in the life of…Paul Stanbridge. September 1, 2016. Filed under Team profile. Find out first hand, what it’s like being a professional trustee at PTL from Paul Stanbridge, Client Director. What do you do? I am a client director of Pitmans Trustees Limited (PTL) Great but what does that really mean? As a client director I am responsible for providing trusteeship trustees to a portfolio of clients,… Read more ». A day in the life ofKim Hartwell. July 1, 2016. I update scheme… Read more ». June 14, 2016.

ptluk.com

PTLFeatured Face: April 2015 - PTL

http://ptluk.com/featured-face-may-2015

You are here: PTL. Featured Face: April 2015. Featured Face: April 2015. April 9th, 2015. Filed under Team profile. At PTL we pride ourselves on being personable. Each month we are going to focus on a member of the team and find out what makes them tick. This month’s Featured Face is Jemma Willard. What was your favourite subject at school? My favourite was English and my worst was maths. Do you have a nickname? If you had to be classified as a member of a “generation” which would. Who is the most influe...

ptluk.com

PTLThought Leadership Session: Innovation in DC provision - PTL

http://ptluk.com/resources/careers-ptl

You are here: PTL. Thought Leadership Session: Innovation in DC provision. Thought Leadership Session: Innovation in DC provision. June 9th, 2014. 8220;How will the industry deliver good member outcomes in George Osborne’s brave new pension world? Sarah Swift, Eversheds. Caroline McGowan, Hymans Robertson. Sophia Singleton, AON Hewitt. Annabel Duncan, JPMorgan AM. Mike Acred, LV=. Richard Butcher, PTL. Matthew Binnington, PTL. Focus on meaningful objectives. We must become much smarter in our approach to...

ptluk.com

PTLIssues Hopper - PTL

http://ptluk.com/resources/checklists

You are here: PTL. May 11th, 2015. The Issues Hopper provides a brief overview of any regulatory and legislative changes that may require Trustees to take action. The Issues Hopper should be considered in Trustee meetings and be minuted that Trustees have considered which current issues require action for their Scheme. It is updated regularly and issues are recorded by the month they are added to the list to enable Trustees to only flag up those items not already covered at previous Trustee meetings.

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PTL Blog

Phone 0118 957 0610. Phone 0118 957 0610. Exit Charges: A question of fairness. Posted by Richard Butcher. On Aug 17, 2015 2:43:00 PM. One of the unintended consequences of the DC Freedom and Choice. Changes that arrived last April, is that they have flushed out an issue around the exit charges. That are some times apply to DC pension schemes. 0 Comments Click here to read/write comments. Transaction Cost Car Crash. Posted by Colin Musgreaves. On Aug 7, 2015 2:14:00 PM. Posted by Les Hill. On Jul 21, 201...

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A New Voice in YA Urban Fantasy. Benedict Arnold: Good Guy or Bad Guy? Posted on April 14th, 2015. Anyone who knows me will attest to my love of history which was why I created the Stone Ends series in the first place. It was my chance to travel back in time and, with the help of Jason, Tatiana, Paul, and Reis, see for myself what happened those critical historical events that shaped the world we live in. So here’s my confession: when I started the whole process of writing A REBEL’S STONE. And what that ...

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PTMSC Blog

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A forum for a moderated discussion of The Prime Timers of the Desert. Prime Timers Of The Desert. Lunches & Dinners. November 20, 2010. Please use this forum for posting suggestions and research results regarding the 2011 Convention here in Palm Springs. Prime Timers of the Desert. November 4, 2010. And not just giving out free T-shirts. Prime Timers of the Desert. Prime Timers of the Desert. Proudly powered by WordPress.

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