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When Jonathan Punter and Stuart Southall started out in 1988, defined benefit (DB) pensions were their focus. Their actuarial consulting business innovated and grew to cover everything a scheme might need, including administration, investment consulting, fiduciary management, covenant advice and independent trusteeship.

Today’s team have shared much of that history and built an in depth understanding of the challenges facing schemes in an ever-changing pensions landscape. We are problem solvers, who leverage our extensive experience and professional knowhow to help clients meet their objectives.



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  • ADDRESSING PENSION PROBLEMS
Bespoke client solutions

We work closely with our clients to deliver advice which meets their specific needs. Our solutions are often innovative, but they are always pragmatic, practical and focused on solving the problem at hand.

 

 

 

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  • INNOVATION FOR LARGER SCHEMES
Pension Safeguard

The Pension Safeguard Solution, a capital backed journey plan, is one of our latest innovations. A joint venture with Carlyle, it aims to radically reduce the risk of members not receiving their benefits in full by offering a substantially cheaper alternative to conventional buy-out.

 

Reduce your risk
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  • INNOVATION FOR SMALLER SCHEMES
Stoneport

Stoneport is a DB Master Trust with a difference. We’ve designed it to dramatically reduce the costs, hassle and worry of pension schemes with 1000 or fewer members, all whilst materially enhancing the long-term security and experience for 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

Chris is a qualified actuary and a senior consultant in the Pension Solutions business at Punter Southall. With more than 20 years’ experience advising employers and trustees, he brings a wealth of problem solving expertise to his role. At the weekend, Chris likes to get outside for a run. He also spends every other Saturday (or Sunday) afternoon, cheering on his team, at the Tottenham Hotspur Stadium.

Chris Parlour

Senior Consultant

Jacqui is Covenant Lead at Punter Southall Pension Solutions She is a qualified actuary and has specialised in employer covenant related projects since 2006 following a brief spell advising on international pensions issues for a global consultancy in New York. Jacqui has provided employer covenant support to trustees and sponsors in a wide range of circumstances including distressed situations and corporate restructurings. Jacqui is a champion for flexible working having been based in Cornwall for over 15 years. Away from her home office she can usually be found on, or in, the water.

Jacqui Woodward

Senior Consultant

  • Adding value

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  • OUR TEAM

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