Punter Southall’s Executive Pensions Unit provides full administration services to self- invested personal pensions (SIPPs) and actuarial, consultancy and administration services to small self-administered schemes (SSAS).  Our sister business, PS Independent Trustees Limited acts as a Pensioneer Trustee to both types of arrangement.

Our typical clients are small to medium sized companies and high net-worth individuals who do not have the time to look after their pension schemes.  We do this effectively for them.

With the arrival of A-Day, SSAS and SIPP members need to assess how the new rules have affected them. There may also be new investment opportunities and trustees will need to take advice on some of these new developments. Our staff provide all the technical expertise required to guide you through the maze, dealing with queries quickly and efficiently.

Our Self Invested Personal Pension offers full flexibility and allows investment in all of the Inland Revenue’s list of permitted investments. We use specialist SIPP software tailored to provide a first class administration service. The depth of our service means we can guide you from establishing a SIPP right through to you taking your retirement benefits.

Our Small Self Administered Scheme offers full flexibility with no requirement to invest in a specific insured product or investment fund. You choose what you want to do. Our job is to simply ensure that you keep within the framework of the current legislation and provide whatever technical and consulting advice you need.