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  • INVESTING IN THE FUTURE
Defined benefit

Although defined benefit (DB) pensions are less common than they used to be, it’s still worth exploring all your options.

We have two innovative products that can make a real difference to your schemes.

 

 

 

  • Providing a better future
Pension Safeguard

If you have a large DB scheme, Pension Safeguard aims to reduce dramatically the risk of members not getting the benefits they’re supposed to. If a full buy-out would leave you vulnerable, this is your choice for security and certainty.

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  • Providing a better future
Stoneport

On the other hand, if you have a smaller DB scheme, Stoneport might be for you. We’ve designed it to cut down significantly costs for schemes with 1000 or fewer members. 

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  • EXPERIENCE AND EXPERTISE
Expert witness

Jonathan Punter is a well-respected figure in the actuarial, investment, and pension industries, through his work over several decades as the co-founder and now chair of Punter Southall.

If you are looking for an expert witness, or simply advice or independent opinion on an actuarial, investment, or pension matter, contact us today.

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  • OUR TEAM

Punter Southall people

Meet the team

Matthew Claisse is a qualified actuary with more than 20 years of industry experience. Throughout his two decade-long career he has thrived on embracing new challenges, both at a technical and big picture level, using clear and persuasive logic to help clients from a range of backgrounds find practicable solutions to their problems. 

Outside of work, when not embarking on the latest building or garden project, Matthew is a keen cook and oenophile.

Matthew Claisse

Senior Consultant

Richard Jones is the Managing Director of PSPS.

He is a qualified actuary with almost 25 years' industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018.

His particular specialism is the interaction of employer covenant with funding and investment, helping schemes to understand and navigate to the best long-term outcome for their specific circumstances. He have led over 300 complex pension projects during his career.

Richard Jones

Principal

Alba Lleshi is a Marketing Project Administrator at Punter Southall Pension Solutions. She is an administrative support staff member that helps in the creation of marketing materials. She is in charge of the website and the social media. Alba spends much of her leisure time playing sports, learning new skills, travelling and visiting new places. She likes art and photography.

Alba Lleshi

Marketing Project Administrator

Katherine is a senior consultant at Punter Southall Pension Solutions. Katherine re-joined the Punter Southall Group in January 2022 to support business development and investment implementation of the Pension Safeguard Solution.

Her background is in institutional investments where she has had a range of senior roles from Head of Manager Research through Consultant Relations to Head of Marketing. She joined from SEI Investment Ltd, where she ultimately served as Head of Marketing for the EMEA institutional business focusing on fiduciary management for DB schemes and the SEI DC Master Trust. She initially joined SEI to manage their relationships with investment consultants and professional trustees and prior to SEI, Katherine worked at XPS and the pre-merger Punter Southall Investment Consulting business as Head of Operations and Head of Manager Research, respectively.

Katherine Lynas

Senior Consultant

  • Adding value

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  • OUR TEAM

Talk to a specialist

There are so many different ways you can go above and beyond what’s expected. A bespoke package of services can improve physical and mental health. Our expert advice can do the same for their financial wellbeing. And putting in the time to think properly about their pensions means one less headache for them to worry about.

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