Our Values

Punter Southall is committed to providing the highest quality professional advice and services to UK occupational pension schemes and employers who sponsor them.

We focus on advice which adds value to our clients, not only financially but also by helping our clients understand the potential risks inherent in pension arrangements and the ways of managing the potential outcomes of those risks. Through continually investing in our people and technology we aim to provide very competitive services, highly valued by our clients.

Punter Southall is also committed to ensure it is an organisation valued and enjoyed by current employees and attractive to future recruits. We continue to be an accredited Investor in People and we encourage firm-wide employee share ownership.

The News
Solvency Funding in Pension Schemes

Punter Southall has released its new paper 'Solvency Funding in Pension Schemes: The Application of Solvency Regimes to European Pensions'.
Read more -->

Life Expectancy by Post Code
Punter Southall has launched an online application to show how your life expectancy may differ from the UK average based on your current Post Code.
Read more -->

Employee Savings Scheme Service
Punter Southall Group has developed its Employee Savings Scheme service which brings together mortgage and pensions saving to provide a solution to the failings of traditional pension schemes. Please contact Steve Leake on 01483 540 300 for further information.
Read more -->

Co-founder who refuses to stand still in his desire to be ahead of the game
Punter Southall's Jonathan Punter tells the Financial Times' Pauline Skypala that the firm's unusual combination of businesses is far from accidental.
Read more -->

Trustee Training Programme
Punter Southall has worked with the Trustee & Pension Management Association to develop a training course to cover the new Trustee Knowledge & Understanding requirements.
Read more -->

Internal Controls
New regulations impose requirements on trustees to establish adequate internal controls for the operation of their pension scheme.
Read more -->

CompleteDB
Punter Southall has launched a new integrated service solution for defined benefit schemes, bringing certainty of cost as well as full services.
Read more -->

Quicklinks
To learn more about our services
click here >>

To meet some of our people
click here >>