PPF Levy - Workshop
Dec 15, 2011
“The new PPF Levy framework: what does it really mean?”
A complimentary Workshop
Thursday, 12th January from 9.30AM - 12.15PM
BBS Consultants & Actuaries Ltd, Canard Court, 23-25 St George's Road, Bristol, BS1 5UU
You are welcome to join us for this complimentary workshop.
Why is the subject matter important?
The Pension Protection Levy can be a significant cost for pension schemes and their sponsoring employers. They need to understand the factors that determine its size and how these can be managed and mitigated.
Why is it important right now?
The calculation of the levy has been overhauled for 2012 onwards. Whilst the new levy calculation places greater emphasis on stability, it includes a new factor, investment risk, and changes the measurement of the risk of employer failure. Schemes have a limited amount of time to consider the potential impact of these changes on their own levies and what mitigating actions might be taken.
Who will benefit most from attending this event?
Company management, finance personnel and scheme trustees will all benefit from understanding the new levy formula, what their responsibilities are and what actions may be needed in forthcoming months.
What sort of questions will the session deal with?
- How has the levy developed over time?
- What are the key factors that determine its size under the new approach?
- What deadlines are involved?
- What actions might we be taking in forthcoming months to mitigate the impact of the levy on our scheme?
Format for the Session
To provide maximum value to attendees we will be keeping the session small enough to be run as an interactive workshop, so numbers will be limited and allocated on a first-come, first served basis to those that qualify to attend. Attendance is completely without cost or obligation.
To Attend
You are eligible to attend if the content of the session is relevant to you in your employer or trustee role.
We expect the session to be filled quickly so to avoid disappointment do please request a place (which we will need to limit to one individual per organisation/scheme) as soon as possible by dropping an email to Jude Bennett (jude.bennett@bbs-actuaries.co.uk).
