Skip to main content

Audit panel

The audit panel provide audit services of accounts to trustees of schemes in our assessment period.


Assure UK, 
Cooper Parry, Evelyn Partners, Johnston Carmichael

Data validation panel

The data validation panellist provides member data tracing and accuracy services to trustees of schemes in our assessment, and to our Board for transferred schemes.

Target

Defined Contribution discharge panel

Our Defined Contribution discharge panel offer a Master Trust solution to ensure that members who have Defined Contribution Benefits have their benefits discharged and protected.

Aviva

Legal panel

The legal panel provide expert advice to trustees of schemes in our assessment period. This includes schemes that are 'buying out' if they are overfunded.

The panel also provides services to our Board in relation to matters such as investment transactions, real estate and employment. 

Addleshaw Goddard, CMS, Gowling, Herbert Smith Freehills, Hogan Lovells, Osborne Clarke

PPF+ advisory panel

The PPF+ advisory panel provides transaction advice to schemes in our assessment which are overfunded. They provide core services of transaction advisor, scheme actuary and investment support, aiming to reduce timescales and achieve better member outcomes.

Barnett Waddingham, Hymans Robertson, LCP, PWC

Professional services

Our professional services panel provide administration, actuarial, support and consultancy services to our Board.  

First Actuarial, EY, GAD, Grant Thornton, Hymans Robertson, KPMG, PWC, Barnett Waddingham, Broadstone, Capita, Isio, LCP, Quantum, Spence

 

Specialist administration and actuarial services panel

Specialist administration and actuarial services panel administer schemes in the assessment period by completing a number of tasks, including a thorough data cleansing exercise and providing payroll services. 

Barnett Waddingham, Broadstone, Quantum Advisory, Spence

Trustee and support services panel

Our trustee and support services panel encourage scheme trustees to strive for a high standard of contingency planning and to consider any knowledge gaps. They provide support and direction throughout our assessment period and provide expert advice and assistance for restructuring/pre-insolvency discussions and negotiations. 

Cardano, Dalriada, Evelyn Partners, FRP, IGG, Open Trustees, Vidett

Our panellists use the PPF Trustmark badge

We refer to the expert advisory firms as 'panellists'. They provide specialist advice and support to schemes where the sponsoring employer is in distress or to us directly.

Our panellists use the PPF Trustmark badge. The badge shows the high-quality service they provide to members of schemes in PPF assessment and provides reassurance to members of schemes in PPF assessment.

 

 

Our panel firms are an innovation we introduced to help us maintain our high standards during key parts of the assessment process. We've been collaborating successfully for several years and have managed to transfer the vast majority of schemes within two years.

Sara Protheroe

Chief Customer Officer

Sara