The Punter Southall Group provide a unique combination of actuarial, pensions consultancy, administration and investment services specifically for pension scheme trustees, employers, private clients and institutions.
Punter Southall Transaction Services
A specialist transactions consultancy, advising private equity houses, investment companies and sponsoring employers on the acquisition and disposal of defined benefit pension schemes and the ongoing management of pension scheme liabilities. Employer covenant review services are another area of expertise.
Punter Southall Financial Management
An independent financial advisory company, specialising in the provision of financial planning and investment advice for individual private clients, including pre and post retirement services.
Psigma Investment Management
A boutique wealth management company, providing investment management solutions for private clients, charities, family trusts, corporate entities and personal pension funds.
Punter Southall Health & Protection
We advise, design and create protection, healthcare, wellness and online benefits for more than 750 corporate clients, 2,700 SME clients and 4,500 consumer clients, representing over £170m of insurance premiums.
PS Administration Limited
A provider of premium administration services to administration only and full services clients, offering a value for money proposition which focusses on quality and member experience.
PS Independent Trustees
A professional independent trustee company providing an extensive and valuable range of services to all types of occupational pension schemes, including: acting as sole trustee, acting as part of a trustee board providing support to co-trustees, acting in corporate transactions or scheme changes, providing mediation services and providing internal controls reviews and governance checks. Professional trustee secretarial services are also provided by PS Secretarial Services.
Camradata Analytical Services
A leading provider of institutional investment information in Europe and North America, with an extensive range of solutions including investment information, analytical software, pension reporting and consulting services to the institutional market.
Punter Southall Aspire
Punter Southall Aspire brings together three specialist businesses: Punter Southall Defined Contribution Consulting; CAMRADATA, the investment research firm; and Aspire to Retire, a leading provider of member communications services.