16 February 2024
Five points on the latest research to connect people more closely with their pensions
In response to the PPI Report published 15th February 2024
16 February 2024
In response to the PPI Report published 15th February 2024
07 February 2024
When our paralegal Alice Payne qualified as a solicitor in October 2023, we ...
18 January 2024
Fintech start-up The Pension Lab is calling on the rest of the financial ...
13 December 2023
Many people are attracted to the idea of being a landlord. The popular book, ...
13 December 2023
Looking ahead, would you like to have the luxury of knowing (in the future) ...
13 December 2023
Do know how much State Pension you’ll get? The amount is largely determined by ...
07 December 2023
Any school that has opted to leave the Teachers’ Pension scheme or its Scottish ...
27 November 2023
The UK Financial Conduct Authority (FCA) and UK Prudential Regulation Authority ...
14 November 2023
If there were such a thing as a pension-themed scary movie, annuities would ...
31 October 2023
When we founded Punter Southall 35 years ago, people being separated from their ...
31 October 2023
From January next year, new reporting ruleswill require companies to assess and ...
25 October 2023
Join National Pension Tracing Day on Sunday 29th October
18 October 2023
The prospect of independent schools seeing their contribution to the Teachers’ ...
28 September 2023
Since Consumer Duty came into effect only 8 weeks ago, the FCA have already ...
26 September 2023
Last week, leading law firm, Macfarlanes announced that it will roll out AI for ...
19 September 2023
Claire Thorogood of Punter Southall Law considers the ethical implications of ...
07 September 2023
7 September 2023 - As the value of nearly three million pension pots lost or ...
07 September 2023
Moscow-on-Thames; Londongrad. The epithets bear testament to the fact that the ...
06 September 2023
Annuities are back in the news as values increase and sales rise
05 September 2023
Punter Southall Law’s paralegal, Alice Payne, is about to qualify as a ...
04 September 2023
On Friday the FCA announced that it has required 9 firms to provide detailed ...
22 August 2023
The Challenge for Employers: Balancing Workers’ Desire for Flexibility against ...
22 August 2023
Contributions on the rise - can you afford them?
09 August 2023
With the weather either too hot in mainland Europe or like November in the UK, ...
03 August 2023
Smart Pension one of the UK’s leading workplace pension providers, has selected ...
02 August 2023
Neville Hall, Punter Southall Law’s Partner, Risk and Compliance, offers his ...
31 July 2023
If you have decided to buy an annuity with your pension pot, how does the whole ...
31 July 2023
Neville Hall, Risk and Compliance Partner, is quoted by The Guardian newspaper ...
21 July 2023
A new era is dawning for every company selling some form of regulated financial ...
21 July 2023
Most of us have heard of military duty, those of a certain age recall customs ...
20 July 2023
As the Women’s World Cup gets underway in New Zealand, Claire Thorogood ...
18 July 2023
Annuities can be valuable for many people by turning their pension savings into ...
13 July 2023
If we are all honest with ourselves, we are not always rational when we make ...
04 July 2023
The State Pension is a retirement income that an individual can receive once ...
27 June 2023
Client close up: showcasing success stories from businesses we advise
26 June 2023
Do you feel secure and in control of your finances, both now and in the future? ...
19 June 2023
Significant pension contribution increase expected next year. With 12–18 month ...
05 June 2023
Many factors can influence our mental health. Genetics, brain chemistry and ...
29 May 2023
Choosing a financial planner is a significant decision. The right professional ...
22 May 2023
The Chancellor has announced an expansion of free childcare for children aged ...
15 May 2023
The new tax year (2023-24) marks the beginning of a new fiscal period. This ...
12 May 2023
In this article, regulatory specialist Verena Charvet considers the increasing ...
08 May 2023
If you (or your partner) pay the 40% higher rate on income, then it helps to ...
04 May 2023
Financial wellbeing is in danger of being dismissed as just another label which ...
12 April 2023
Providing financial protection for family or loved ones would be at the top of ...
08 April 2023
Every tax year (6th April - 5th April) offers a fresh opportunity to put more ...
05 April 2023
Buying an annuity should always come after comparing annuities
03 April 2023
TPS contributions are on the rise
03 April 2023
Are you a HR or Finance professional, or small business owner, responsible for ...
23 March 2023
Running your own business means you will no doubt have insurance in place for ...
23 March 2023
If you’re in the fortunate position of your business continuing to turn a ...
15 March 2023
UK Budget 2023 brings good news for older workers
08 March 2023
Women can often lose out financially when it comes to both pay and pensions, ...
07 March 2023
The theme of this year’s International Women’s Day is “Embrace Equity” but this ...
23 February 2023
Have your cake and eat it. Buying an annuity to go with drawdown income.
23 February 2023
In this Future of Workseries, Employment Law Partner Claire Thorogood considers ...
20 January 2023
Pensions topple flexible working to take 2022 top spot Survey reveals stubborn ...
11 January 2023
We are interrupting our series of Consumer Duty briefings to address the FCA’s ...
26 December 2022
What are bonds, exactly, and how do they work? Why do they play a key role in ...
19 December 2022
The UK base interest rate has been on the rise in 2022; a double-edged sword ...
12 December 2022
In this article, we explain how annuities work, how they compare to other ...
05 December 2022
4 reasons why you should keep calm and focus on your investment strategy
01 December 2022
In this article, our Chartered financial planners at Punter Southall Aspire ...
21 November 2022
In the first part of our Consumer Duty series of briefings last month, The ...
17 November 2022
Punter Southall Law Partner, Martin Finnegan, was guest speaker at the recent ...
16 November 2022
Punter Southall Analytics (PSA) has expanded its interest in class action ...
16 November 2022
Pioneering technology set to transform class action market
03 November 2022
Punter Southall ranked third in FT Adviser's Top 100 for 2022
01 November 2022
Alice Payne, Punter Southall Law’s paralegal considers the new route to a ...
25 October 2022
Chartered financial planning status boosts position Punter Southall has been ...
20 October 2022
Alexandria Carr, Punter Southall Law Partner, casts her expert eye over new FCA ...
21 September 2022
Don't be timid, Pensions Minister!
16 September 2022
A message from Punter Southall Aspire Chief Executive Steve Butler.
08 September 2022
Why making the right choices at the right time is key
01 September 2022
With living costs rising across the UK in 2022, many households are ...
18 August 2022
Choosing an annuity by shopping around is definitely in fashion
10 August 2022
Travel, technology and business-related reads
26 July 2022
How we can help your employees boost their pension buying power
19 July 2022
Why savers are not on their own when it comes to buying an annuity
14 July 2022
A letter from Punter Southall Analytics' Managing Director, David Rankin
13 July 2022
Introducing Pension Potential - a tool to help employees boost their pension ...
08 July 2022
Claire Thorogood of Punter Southall Law discusses transgenderism in the ...
08 June 2022
Punter Southall Aspire Chief Executive Steve Butler is in the running to be ...
07 June 2022
Why we should look to the Queen as an example of female leadership and its ...
01 June 2022
Published this week in Funds Europe, we thought this opinion piece by Punter ...
26 May 2022
Punter Southall Law Partner, Martin Finnegan, advises the sellers of ...
18 May 2022
In this 2-part blog, Claire Thorogood takes a closer look at the “S” in ESG. In ...
13 May 2022
Martin Finnegan of Punter Southall Law discusses the dramatic implosion in ...
09 May 2022
Welcome to this 2-part blog in which Punter Southall Law Partner, Claire ...
04 May 2022
Steve Butler, CEO of Punter Southall Aspire reflects on the meaning of 'E' in ...
21 April 2022
Punter Southall Aspire financial planning achieves Chartered status
08 April 2022
What we’re seeing as the repercussions of the new VFM framework become apparent
07 April 2022
Some pointers from Punter Southall Analytics' Managing Director, David Rankin
29 March 2022
We’re delighted to have won the best thought leadership category at the ...
25 March 2022
The potential outcomes of your Value for Members assessment
21 March 2022
Bringing the benefits of holistic financial planning to solicitors and their ...
18 March 2022
Is changing pension schemes the right thing to do?
11 March 2022
An update on Punter Southall Law's work for Majestic Corporation
08 March 2022
On International Women’s Day, Punter Southall Law Partner, Claire Thorogood, ...
02 March 2022
An update from Punter Southall Wealth to our clients.
23 February 2022
A recent feature from leading legal news resource, Legal Futures
01 February 2022
Why the balance of power is shifting from employers to individuals
31 January 2022
Thoughts on a recent report from the Work and Pension Committee
21 January 2022
An introduction from Punter Southall Law
13 January 2022
A vote on strike action is set to take place across 23 independent schools
12 January 2022
Thoughts on a recent series exploring population change
07 January 2022
How to make diversity a priority
16 December 2021
The requirements for the new Value for Members assessment
14 December 2021
Punter Southall Wealth is being acquired by Canaccord Genuity Wealth Management ...
14 December 2021
Martin Finnegan of Punter Southall Law recently spoke with Bloomberg Opinion
06 December 2021
Are you ready for your new Value for Members assessment?
03 December 2021
The inadvertent risk of home working to employers
01 December 2021
The highest UK taxes in 70 years...
10 November 2021
Martin Finnegan of Punter Southall Law examines cryptocurrency exchanges
02 November 2021
Jonathan Punter, Tom Becket and Mark Holman discuss the topic of inflation
27 October 2021
The countdown is on to track down your forgotten pension pots
26 October 2021
What potential exit penalties could mean for independent Scottish schools
21 October 2021
284 schools say they have left or intend to make their exit
19 October 2021
Join National Pension Tracing Day on October 31st
04 October 2021
Do you know where all of your pension pots are?
30 September 2021
Thinking about investing in your child's future?
30 September 2021
Things to know about the gender pension gap
30 September 2021
How to take money out of your pension without triggering the MPAA
30 September 2021
Why quality financial education is essential for all young people
23 September 2021
Is working with a consultancy group the answer to trustees’ problems?
20 September 2021
As early supporters of the Financial Vulnerability Taskforce Charter, we are ...
08 September 2021
Introducing National Pension Tracing Day
08 September 2021
Savers urged to track down lost or forgotten “billions” on 31st October
19 August 2021
Four top tips for tracking down lost pension pots
11 August 2021
Steve Butler features on the latest Diversity Project podcast
17 June 2021
How the lessons of financial literacy extend far beyond the classroom
02 June 2021
The number of independent schools leaving the TPS is increasing
14 May 2021
Your family want you to read this...(they just don’t know it yet)
29 April 2021
My latest post looks back on a year like no other.
09 April 2021
TPS contribution costs delayed...
17 March 2021
...because we want to or, can’t afford not to.
16 March 2021
Punter Southall Wealth has been recognised as Adviser Firm of the Year for the ...
08 February 2021
Common sense prevails...
18 January 2021
Speaking to a financial planner can help to minimise your Inheritance Tax ...
14 December 2020
Getting a grip on pension and benefit costs...
14 December 2020
Why it could be time to talk...
29 October 2020
We are delighted to have been placed in the Top 10 of the FT Adviser’s list of ...
15 September 2020
TPS employer contributions are on the rise...
20 July 2020
Continuing TPS membership may become unbearable...
13 March 2020
Changes to inheritance tax and pensions relief appear to have been shelved for ...
09 March 2020
Public sector pensions may seem different to those in schools, but appearances ...
21 February 2020
I still remember getting my first ever payslip. At the time, it felt like ...
29 January 2020
Make sure your new pension scheme offers your school and your employees access ...
23 January 2020
Clarify and improve the condition of your personal finance and investments.
16 January 2020
Jam today, jam tomorrow...
19 December 2019
All that glitters is not gold...
16 October 2019
The costs are rising...
09 May 2019
Punter Southall Aspire's recent retirement survey yielded some interesting ...
03 April 2019
How to minimise Inheritance Tax: 5 quick tips
10 January 2019
...it can be a difficult but necessary conversation.
31 May 2018
Too many of us don’t start thinking about retirement seriously until we get ...