Our services

Like everything else, how we retire is changing. We’ve put everything we know into helping everyone make clearer, informed decisions. Free to you and free to employers for their staff.

Our heritage ensures we continue to work with trustees overseeing both defined benefit and workplace pension schemes, as well as self-invested and self-administered schemes.

We work with lawyers and their clients in class actions and historic loss settlement to provide the vital calculation at the heart of this process: how much are you owed?

We’ve helped thousands of clients manage their money over the years, achieved Chartered status by going above and beyond and have now deepened and strengthened the scope of what we offer.

We established our expanding legal subsidiary, Punter Southall Law, to give you access to highly experienced business lawyers and consultants across a range of defined areas.