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Services

Working with you

A truly client focused business, we believe that clear communication is the key in building long-term relationships with trustees and scheme sponsors.

Jargon-free advice, a can-do attitude and a passion for client service means that for each of our clients delivering on pension promises is not just a challenging objective for the future, but an enjoyable and friendly working relationship along the way.

What our clients say

Bullet Client satisfaction survey results 2008

News

Punter Southall warns of an increasing lack of faith in pensions
Mike Richardson responds to HM Treasury’s and HM Revenue and Customs’ consultation document on “Restriction of Pensions Tax Relief”.
PS warns that too many employers are behind the curve in preparing for automatic enrolment
Alan Morahan comments on the impact of auto-enrolment.

Events

London Employer Masterclass (September)
A masterclass where finance, HR and pension professionals will gain a deeper understanding of how to influence the key stages of the valuation process.
Trustee training - Pension scheme investment (September 2010)
Suitable for trustees wishing to understand more about investment, both in general investment terms and also investment strategy. This course also features experienced investment advisers or managers.