Top Resources

Resources, research and further reading

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

Retirement Planning

Retirement Services Case Studies

Some ways we've helped our clients

Discover

Financial Planning

Business Protection

What is business protection and why it's important

Discover

Pension consulting

Vision: January 2023

Your regular insight into workplace pensions and savings

Discover

Financial Planning

In Focus: Winter 2022

Your quarterly financial planning newsletter

Discover
In Depth Insights

Membership resources

We pride ourselves on the conversations we have with clients and how we keep you up to date.

We believe in staying in touch, not bombarding, and this is the best way to do it.

Sign up
Punter Southall Logo
© Punter Southall 2022

© 2022 Punter Southall Group This website is maintained for general circulation and is intended to provide information only. It is not intended to be construed as a solicitation for the sale of any particular investment or as investment advice and does not have regard to the specific investment objectives, financial situation and particular needs of any person by whom it is read. Tax treatment will depend upon individual circumstances and may be subject to change in the future. Please also note that the value of investments, and /or the income from them, can fall as well as rise so you may get back less than you invested. The past performance of an investment should not be relied upon as a guide to its future performance. Comment and opinion on this website is based on tax year figures in the year written and there is no updating to the current tax year. Punter Southall Group is a trading name of Punter Southall Group Limited. Registered office: 11 Strand, London WC2N 5HR. Registered in England and Wales No. 4096788. This website contains information provided by or about Punter Southall Group and its group companies. Details of such group companies are provided at http://www.puntersouthall.com/our-businesses-legal-information. Punter Southall SIPP Limited (FRN: 189480) and Punter Southall Defined Contribution Consulting Limited (FRN: 121328) are authorised and regulated by the Financial Conduct Authority.