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  • Freedom and choice - at a cost
The advice gap

The pension freedoms introduced in 2015 allowed savers to flexibly use their funds for a wider range of options, including cash, annuity or drawdown.

Nine years on this has created a complex, underserved marketplace, where two thirds of those retiring can't afford regulated financial advice when accessing their retirement savings.  

Retirement solutions

  • CLOSING THE ADVICE GAP
Our retirement solution

Pension Potential closes the advice gap.

It achieves the right retirement outcome for individuals by providing a scalable digital solution to access at-retirement guidance and advice, supported by pension specialists throughout the journey.  

Explore Pension Potential




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  • KNOWLEDGE AND CONFIDENCE
How Pension Potential helps everyone

Annuities might be a pretty standard pension product, but that doesn’t mean they’re particularly well known – or well understood.

Enter Pension Potential, a free service that gives your members the knowledge and confidence they need to decide which (if any) annuity is the right one for them.

Explore Pension Potential

  • OUR TEAM

Punter Southall people

Meet the team
  • Adding value

How we look out for everyone

We know enough about pensions to know not everyone else does. It’s one of the reasons we founded National Pension Tracing Day and, with the support of the wider industry, turned it into a vital campaign to help people track down pensions they’d forgotten about.

RETIREMENT
  • 12 June 2024 | News | 5 minutes
The FCA's thematic review of retirement income advice
RETIREMENT
  • 18 July 2023 | Thought leadership | 10 minutes
Types of annuities: A short guide
RETIREMENT
  • 07 September 2023 | News | 15 minutes
Turning your pension into an annuity: a short guide
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  • OUR TEAM

Talk to a specialist

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