About Us

The Punter Southall Group was founded in 1988 by Jonathan Punter and Stuart Southall. The group and its associated companies provide actuarial advice, pensions consultancy, administration, risk and investment services for pension scheme trustees, employers, private clients, Lloyd’s insurers and institutions.

Key facts about Punter Southall Group and its associated companies

  • Advising over 1000 pension schemes companies and organisations from a broad spectrum of UK businesses, charities, unions and institutions.
  • 5700 private client relationships
  • Administering pensions for more that 320,000 scheme members
  • £104m Group turnover in 2015
  • £24bn of assets under management
  • £10bn of assets under advice
  • Over 840 staff across the UK

Award-Winning

Investors in People Gold: Punter Southall has been awarded gold status

Quality Assurance Scheme: In 2016 Punter Southall achieved the Institute and Faculty of Actuaries accredited status

Health Insurance Awards: Punter Southall Health & Protection won Best Healthcare Trust Intermediary

FT Pensions and Investment Management Awards (PIPA) 2015: Punter Southall DC Consulting won best auto-enrolment consultant

Professional Pensions Administration Survey 2016: PS Administration top annual survey for second time in three years

Defaqto 5 Star Rating: PSigma achieved 5 star status in 2016 for Bespoke and MPS portfolios