Retirement services

Steve is Managing Director, Retirement Solutions. He has been part of Punter Southall since 2008 where he had led various businesses including DB Investment Consulting, DC Pension Consulting and Investment Research & Analytics.

He is a regular writer and speaker on intergenerational working, retirement and older worker business management issues and is passionate about helping people maximise their retirement. 

Read Steve's latest blogs here.

Lindsay has been with the Punter Southall Group for over 15 years. In her current role she focuses on supporting the development and implementation of the corporate strategy and client relationship management for Pension Potential.

Prior to this role Lindsay worked in Punter Southall Aspire and CAMRADATA, which were both businesses within the Punter Southall Group, specialising in corporate strategy and client relationship management.

Dawn is an Associate Director with Pension Potential and has worked within the financial services industry for over 12 years. She has achieved a Diploma in Financial Planning and is passionate about helping clients understand their retirement options.

In her spare time she enjoys spending time with friends, watching films, reading and volunteering to support local charities.

Martin is our Chief Technology Officer.

He has over 30 years' software development and technology management experience within the financial sector, and has been part of Punter Southall since 2008.

Josh is Head of Financial Planning for Pension Potential. He is a Chartered Financial Planner and Fellow of the Personal Financial Society, with specialist qualifications in Retirement Planning and Long-Term Care.

Before joining Pension Potential, Josh worked within the Punter Southall Aspire Financial Planning business and prior to that he spent 7 years working for Mercer and Jardine Lloyd Thompson looking after a portfolio of private clients in addition to work involving business governance. Previously, he worked in Private Banking and has over 20 years’ experience in Financial Services with more than 19 as a Financial Planner.

Josh lives in Dorset with his family. His interests outside work include coaching rugby, running, cooking and eating out, with Italian and Asian cuisine being particular favourites.