Latest News

Whether it is about what is happening in the Pi Partnership Group, industry focused news or what's going on in general around pension schemes within the UK's economy, we're interested.

At Pi Consulting we make sure to keep on top of what's going on in the wider pension world and how it might impact upon our clients. Follow us on twitter @PiConsulting1 or read our news updates below to find out more.

Join our Webinar at 2.00pm on Monday February 5th

Should transfer values be offered at retirement as a matter of course?

Transfer values from final salary schemes are in the news for all sorts of reasons. Many employers and trustees are considering offering transfer values at retirement as a matter of course, either as a liability management tool or in order to provide members with the full range of options. What are the issues that employers and trustees should consider if they are planning to do this?

Please join us to hear Roger Cooper as Head of Trusteeship at Pi Pension Trustees in discussion with David St. Cyr of First Actuarial whether pension scheme members should be offered transfer values at retirement and what issues should be taken into account.

The discussion will be chaired by James Smith, one of the Founders of First Actuarial.

To book your place on the webinar please visit: https://bookings.firstactuarial.co.uk/

The webinar will commence at 2 pm. It will last around 20 to 30 minutes and there will be the opportunity to ask questions.

We hope that you can join us. If you have any questions about the webinar then just let us know.

Pi Partnership Group appoints two new Board members

Roger Cooper Amanda Burden To continue to build upon the success of its consulting and trustee services, The Pi Partnership Group, comprising of Pi Consulting, Pi Pension Trustees and Evolution Trustees is delighted to announce the appointment of Roger Cooper and Amanda Burden to the Board.

Gill Mitchell, Managing Director of the Pi Group commented “As an employee owned business, it is important that we not only continue to develop the services that our clients need but that we also plan for the future of Pi as a business. Roger and Amanda will add to the strength of the existing board with their experience and enthusiasm that will help us to continue to thrive and deliver a professional level of service to our clients”.

Roger Cooper FPMI, ACII has over 30 years’ experience in the pension industry and is a respected professional trustee. He has been a leading member of the team responsible for the expansion of Pi’s trustee business. This includes the development of Evolution Trustees, a dedicated trustee project resource, to help schemes through the journey to full buy out.

Amanda Burden FPMI has over 25 years’ experience in the pension industry and is also a certified Prince 2 practitioner. Since joining the Pi Group in 2011 her understanding of the wider pension market, knowledge of workplace pensions and focus on delivering a commercial, client focused service has been an important contribution to the increasing success of the Pi Group.

Pi Cocktail Party 2017

Last Thursday saw the start of our Christmas festivities with our annual Cocktail Party at the Royal Offshore Racing Club. We were delighted to be joined by so many clients and advisers.

We thought it was a great evening and hope everyone enjoyed it as much as we did. It is always a good opportunity for us to meet and introduce new and old friends.

This was a very special year for us as not only have we had our best ever year financially, we were also primary sponsor for the Voice at the Table event in June, celebrated the one year anniversary of our purchase of Temple Trustees with sponsorship of the Clifton International Festival of Music and continued to build on the strength of our support and trustee team with new appointments.

Looking to the future as an employee owned business it is also important we manage our own succession planning. We were therefore delighted to announce on the night the appointment of two new board members. Roger Cooper and Amanda Burden are both experienced pension professionals and their focus and energy will help us to build on our success for the future.

We wish all of our clients a great Christmas and hope we all have a prosperous and rewarding 2018.

The Actuarial Valuation – Tennis Match or Ballroom Dance?

danceTraditionally a valuation process can seem most akin to a tennis match with trustees and sponsors on separate sides of the net. At best it will be a straight forward couple of sets, but it has been known to feel more like an epic grand slam that tests both parties to the limit.

Is there a move towards a more collaborative approach where both parties realise they can at least agree on the same tune, even if there is still some way to go towards a strictly style waltz?
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MudPi – Pi staff tackle the Hunger Project Challenge

Pi Partnership Group, supports the vision of the Hunger Project to see a world where every man, woman and child leads a healthy, fulfilling life of self reliance and dignity. The Hunger Project are pioneering sustainable, grassroots, women-centred strategies to end hunger and poverty but ultimately to empower people to take charge of their own development.

The Mud Pi Team

We are a team of four women who work together and are not afraid of a challenge! We will finish this 5k mud trenched assault course come hell or high water or in this case ‘Hell River’!

Please join with us in support of this great cause.

Donating through JustGiving is simple, fast and totally secure. Your details are safe with JustGiving – they’ll never sell them on or send unwanted emails. Once you donate, they’ll send your money directly to the charity. So it’s the most efficient way to donate – saving time and cutting costs for the charity.
Please Sponsor Us

Pi sponsors Clifton International Festival of Music

Clifton LogoThe Pi Partnership Group is delighted to announce sponsorship this year of the Clifton International Festival of Music celebrating the anniversary of Sarah Jeffrey-Gray joining us from Bristol as part of our purchase of Temple Trustees in February 2016. Sarah has been a valuable addition to our trustee team and we have also enjoyed supporting our new trustee clients. Bristol and the South West continues to be a major part of our development plans and we look forward to working with an increasing number of locally based advisers and trustee boards.

http://cliftonfestival.com

The Secretary – Spring Edition 2017

Advisor management and use, habit or relevance?

Trustee Boards will for regulatory, governance and advisory purposes engage professional advisors to support them in the delivery of their duties. However, the monitoring, management and efficient use of these advisors can be demanding. In this edition of the Secretary we share some thoughts on how the Scheme Secretary can help trustees to meet this challenge.

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Pi Partnership adds CFO experience to independent trustee team

Jane MiddletonPi Partnership are delighted to announce the appointment of Jane Middleton to our independent trustee team. Jane is an experienced CFO and has held a number of senior roles at Rockwell Collins, Virgin Atlantic, TNT Express and Pizza Hut as well as acting as a trustee to a number of arrangements.

We are sure that her finance background will be increasingly of value as finance directors look to reduce their exposure to the risk of volatility within defined benefit salary pension schemes. (more…)

Evolution Trustees Article

Evolution TrusteesIs 2017 the year finance directors start transferring their final salary scheme risk. Read how Evolution Trustees, the specialist trustee firm aimed at efficient scheme buyout management looks at why 2017 is a good time to think about reducing volatility on balance sheets. Read the full article in the Bristol Business Post here.