Pension planning

The earlier you start thinking seriously about your pension, the better it’s likely to be. Knowing where to begin and what retirement looks like can be difficult. That’s where we can help.

Pension Planning

Why is pension planning important?

We take the time to help you get to grips with how you can save for later life and face the changing shape of retirement with a measure of confidence.

Pensions central to later life

We’re here to make the positive case for pensions. Not everything you’ll have read about them will have been pleasing. Our teams have spent decades advising thousands like you on firm steps to take for when you have to rely on a pension.

How we help

We offer personable, pragmatic pointers on every aspect of pensions, from workplace to self-invested and many more. Let us help to shape what you want for your retirement.

What we do

It’s our day job to support you to make informed decisions about your pension. Our specialists draw on skills from across the pensions spectrum to help you visualise what your future can look like.

Pension planning

What you need to think about

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Your guide to pension planning

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Financial planning

Looking to make the most of your finances while you're working, and into retirement?

Here's how our financial planning service could help you

The value of advice

We recognise that the financial world is complicated.

Our aim is always to work closely with our clients to enable them to achieve their financial objectives.

Find out more in our complete guide to the value of financial advice

Get in touch

Talk to a specialist

Our team are always happy to help.

If you have a query for us, just fill out the short form and we'll be in touch.

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© 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.