PTL Blog

Alison Bostock

Alison joined PTL as a Client Director in July 2015 with 25 years’ experience in actuarial, investment and DC consulting. In her previous role as a principal and scheme actuary at Punter Southall, she advised trustees of open and closed schemes ranging in asset size from around £25m to over £500m. She has dealt with and advised a wide variety of scheme sponsors including quoted companies, private equity-backed and family-owned businesses as well as charities and other not for profit organisations. Her special project experience includes liability management exercises from both the trustee and sponsor perspective, scheme closures to new entrants and future accrual and winding up DC and DB schemes with a solvent employer. As a qualified actuary, Alison has considerable technical knowledge of DB funding and investment strategies but always remains focussed on the desired outcome. - See more at:
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Recent Posts

Reconciling our differences

Posted by Alison Bostock on Jul 25, 2018 10:12:00 AM

“Tens of thousands” of pension scheme members are being asked to return overpayments of pensions, PTL's Alison Bostock looks at the truth behind the headlines.

I was somewhat surprised recently to see an article about GMP reconciliation on the front page of the Daily Telegraph. They didn’t actually use that term but the message was clear – “tens of thousands” of pension scheme members are being asked to return over-payments of pensions arising from errors made over many years, following a trawl of records by HMRC. It was also noted that some people would be receiving back-payments, but “without any interest or compensation”. Headline grabbing stuff for an obscure area of pensions administration.

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De-Coding Small Lump Sum Exercises

Posted by Alison Bostock on Mar 11, 2016 11:18:06 AM

First published in Pension Funds Online, 11 March 2016

Alison Bostock looks at the benefits of the revised Code for Incentive Exercises.

The Code of Practice on Incentive Exercises is a brilliant example of the pensions industry working together to solve a problem.

Many people felt uncomfortable with cash incentives offered to members to transfer out their DB pensions or give up their future pension increases.

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Topics: Defined Contribution, Pensions, Defined Benefit, dc, decoding, lump sum

Value for Money

Posted by Alison Bostock on Sep 11, 2015 4:49:00 PM

First published in Pension Funds Online

Alison Bostock draws on her experiences to address the topic of Value for Money in pensions

As Independent Governance Committees and defined contribution (DC) trustees grapple with what Value for Money really means, I was reminded of a special occasion from over 20 years ago that draws similar comparisons.

My parents had organised a family dinner at a renowned Michelin-starred restaurant in Mayfair to celebrate my qualification as an actuary.

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Topics: Defined Contribution, dc, pension trustee services, independent pension trustees, independent trustee uk, independent trustee services ltd

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