A New Formula: Technical Analysis 


To accompany the consultation document, The Pension Protection Levy: A New Framework,  the PPF has published a technical analysis including impact analysis, stability analysis and assessment of impacts on scheme investment strategy of the proposals:

Combined Annex

Also published are consultancy reports commissioned as part of the new framework’s development:

Redington report on investment risk

Mercer report on reflecting good governance practices and risk management

David McCarthy and Anthony Neuberger: Evaluating the fairness of the Risk-Based Levy

 

These documents are of a technical nature, rather than being designed to be accessible to all.