Help with the PPF levy

The security of PPF comes at a price

The Pension Protection Fund (PPF) has proven invaluable in making Defined Benefit scheme members more secure. But this security comes at a price, one that is ultimately born by the sponsoring employer. Because PPF levies can form a substantial part of an employer’s total pension spend, it makes sense to minimise the amount payable, and to get timely alerts of forthcoming increases.

How can First Actuarial help?

We have a specialist PPF team that is highly experienced at reducing the PPF levies of our clients. This may not always be possible, but it’s surprising how often we can save our clients money.

We can help you save money by:

  • Checking that the PPF is applying the right scorecard
  • Making small changes to your company structure
  • Certifying deficit contributions
  • Carrying out bespoke stress tests
  • Introducing a contingent asset or guarantee
  • Simply checking the PPF levy calculation is correct.

To make sure there are no unwelcome surprises we can also:

  • Monitor your Dun & Bradstreet score
  • Estimate your PPF levy as legislation and levy factors change
  • Carry out some sensitivity testing to show the impact of key changes, such as your Dun & Bradstreet score.

Why choose First Actuarial?

When it comes to saving our clients money, we’ve got a great track record.

We work well with the PPF – we know their appeals procedure, and we understand the kind of problems many clients experience with Experian. We can usually identify issues quickly and discuss them informally with Experian or the PPF. Sometimes, we still have to go through formal appeal processes, but we do so knowing what the result will be.

We offer great value for money. We can often work on a fixed fee, having estimated the potential savings. This means that before we start work you know that we’ll save you money.

Get in touch

Get in touch with one of our PPF levy specialists to discuss how we can help you

One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.

Find out more about our Defined Benefit services

Download our Defined Benefit brochure.

First Actuarial case studies

© 2024 First Actuarial | Site By Punch Creative