Stuart acts as independent chairman to a large hybrid scheme and is pro bono chair of three other schemes.
Stuart trained at Duncan C Fraser & Co before its acquisition by Mercer. In 1988, he established Punter Southall with Jonathan Punter. This was the most successful start-up in the actuarial consultancy market for over 30 years.
Stuart has worked with pension schemes varying in size from £15 million to £4.6 billion. Having worked in the roles of trustee, scheme actuary and sponsor adviser, he is able to balance perspectives between the fiduciary responsibilities of trustees and duties owed to scheme sponsors. He has extensive knowledge of mergers and reconstructions of large schemes, of liability management exercises and has been involved in buy-ins and buy-outs.
During his career, Stuart has attended well in excess of 1,000 trustees’ meetings. He is fully conversant with the legislative, regulatory and good governance requirements of UK pensions and has the ability to appreciate and balance the duties and concerns of all parties to such schemes.
Having grown a business from only 9 people to over 1,200 staff, Stuart has demonstrable entrepreneurial attributes and an ability to interact with and motivate a wide range of people. These skills are invaluable to running a financially efficient and operationally effective pension scheme.
Stuart was an early editor of ‘The Actuary’, has sat on the Ethics Committee of ACA, and has served as its Chairman. He is a regular speaker at client events and outside conferences and is an accredited mediator. He is also a non-executive director of Neptune Investment Management Limited, a CEDR qualified mediator, a governor of two independent schools and a pro bono trustee of an educational trust.
Qualifications: Fellow of the Institute and Faculty of Actuaries, MA Hons Mathematics.
Interview with Stuart Southall
“Declarations of intent: a case of regulatory grip tightening”
20 Jun 2019
With all the recent high profile cases in the press - Arcadia, BHS and Carillion being the most obvious – it’s no surprise the government wants to...
“Big pension schemes: the view from our trustee secretaries”
13 Jun 2019
Maybe it is just that an analytical mind is useful when you work in pensions and categorising things helps us, but I’ve always thought it's...
“Trustee board performance: what reviews are we seeing?”
3 Jun 2019
I think it is safe to say all the pension trustees and pension managers I’ve spoken to have different views on what they’re looking for from an...
