Top Resources

Resources, research and further reading

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

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?

News

Returning to work after Covid

A discussion around the complex issues that have arisen for employers as a result of Covid (filmed in November 2021).

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