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Defined benefit innovation

Punter Southall started life advising trustees and sponsoring employers on defined benefit pension schemes in 1988.

Drawing on this recognised heritage means we continue to be active in finding creative ways to address perennial challenges.

Punter Southall’s 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

Defined contribution development

If you’re a trustee, you’ll also know all about workplace schemes.

Which means you’ll also be aware of the “Advice Gap”, the vacuum where meaningful guidance should be but is often absent for anyone considering retirement which overwhelmingly affects members in workplace funds.

We have created a solution, distilled from the expertise we’ve built up in this area over the last four decades: Pension Potential.

Smart Pensions has made Pension Potential available to the one million-plus members in its master trust to help them consider their options with more confidence. It’s there for your members, too, won’t cost you a penny and is free to use.

Explore Pension Potential

Self-invested pensions

Looking for a pension scheme in which you can have more say over your investments? Or a smaller scheme option for your business or organisation?

We operate a trust-based Self-Invested Pension Plan (SIPP) and we also offer professional trustee services for Small Self-Administered Schemes (SSAS).

You can access these vehicles through your financial planner and we can offer a range of investment choices to build up pots while also making available a number of withdrawal options when the time comes to access your fund.

Please contact us for our permitted investments list.

Find out more


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


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

How we can help

Don’t just tell your employees you value them, show them. Benefits are more than a tick box exercise, with the best ones being a crucial way to attract, motivate and hold on to your workforce. Invest in making everyone healthy, wealthy and wise, and you’ll find the whole organisation benefits. Here are some of the ways we can add value to your business:

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