Top Resources

Resources, research and further reading

We've assembled the best resources from across the businesses...

Taxation

Your Tax Year End Planning Guide 2021/22

Approach the new year with confidence

Financial wellbeing

Punter Southall financial wellbeing 2020 survey

Key highlights

Investment

Jonathan Punter and Tom Becket Interview - One year on

A discussion of the major financial events of the last 12 months

Investment

DC Default Strategy Survey 2021

Who's performing well?

In Depth Insights

Membership resources

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Investment

View from Psigma

“Do you yield?"

Pension consulting

A big step for small schemes

Stoneport – why it was created, how it works, and what a difference it can make.

Financial Planning

In Focus: Autumn 2021

Your quarterly financial planning newsletter