Archive for April 2014

Brian Spence

Spence & Partners, the UK actuaries and administration specialists, today announced that Marian Elliott, Director and Head of Trustee Advisory services at the firm, has been awarded the prestigious International Association of Consulting Actuaries (IACA) Young Actuary High Achievement Award at the International Congress of Actuaries held in Washington D.C. this month.

Brian Spence, Founder of Spence & Partners, commented: “Marian thoroughly deserves this international recognition as she has made a significant contribution to the UK pensions industry, to her clients and the Actuarial Profession as a whole – all in a relatively short space of time for a young Actuary. Marian’s dynamic, pragmatic and enthusiastic approach to actuarial work is highly regarded by clients and industry professionals; and she highlights the positive impact a strong Actuary can have on a Scheme.” Read more »

Kevin Burge

Spence & Partners latest blog for Pension Funds Online –

It appears to me that April kicks off a two to three month conference season for pensions. The great and the good gather at various events to discuss the world of pensions; what had gone well; what the latest ‘fad’ is and what will the future look like.

Now if anyone has ever been involved in organising a conference, or indeed speaking in one, then you will know that a good deal of planning takes place and presentations are normally prepared and well rehearsed. Read more »

David Davison

When encouraging change to the approach taken with charity pensions I’m constantly asked the question by large schemes and regulators – have you got any analysis of the issues. This has often been difficult to obtain and as a result the pension difficulties charities face are often all too easily ignored. Charities really need to have their voice heard and here is your chance. Charity Finance Group are carrying out a pension survey to use to better inform on the issues faced and to assist in negotiations with DWP and LGPS for a change in legislation and approach.

This is a great opportunity for charities to influence future pension policy and thinking, and to really get their views across at a high level.

I would strongly encourage charities to participate by following the link and providing your experience.

But don’t delay as the survey closes on the 7th April.


Alan Collins

I am a scheme actuary to a defined benefit scheme in the UK and later today I will complete the formal results of a triennial valuation.

Not that unusual, you say? Well, what if I said the valuation date was 31 March 2014?

That’s right – not months, not weeks…one day. Our valuation system produces real results, based on real data, every day. Yes, we know you won’t need figures every day but they are there if and when you need them. The system allows trustees, sponsoring employers and investment managers to take immediate action based on up to date market conditions. Read more »

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