Pensions

• PENSION INNOVATION

Defined benefit

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.

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.

• INVESTING IN THE FUTURE

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.