Valuation services: for employers approaching pension scheme valuation

In this note we address some of the main issues that employers should be considering as part of their formal valuation process in 2016.

Against a backdrop of economic uncertainty and volatile financial markets, employers should be forming a strategy for approaching their 2016 pension scheme valuation. With government bond yields remaining at historical lows, employers with valuation dates in 2016 are likely to see an increase in their liabilities compared to the previous valuation and, in many cases, an increase in deficit despite significant recovery plan contributions. 

Even before the valuation date, there is plenty that can be done in preparation so that employers and trustees are aware of the likely issues in advance and can avoid delays or surprises.  For example, funding estimates can be made available before the valuation date so that the employer has up-to-date information for budgeting purposes.

To find out more, please download the full briefing note below.