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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
Learn more
RETIREMENT
  • 18 July 2023 | Thought leadership | 10 minutes
Types of annuities: A short guide
Learn more
RETIREMENT
  • 07 September 2023 | News | 15 minutes
Turning your pension into an annuity: a short guide
Learn more
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  • OUR TEAM

Talk to a specialist

We’re easy to get hold of. Talk to us online, on the phone or face to face.

Please click the button below and fill in our form.

Get in touch

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Let’s work together

© Punter Southall 2024

Website by Harrison Carloss

© 2024 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.