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  • Number of Employees: c. 1000 group wide
  • Number of Qualified Actuaries: 83
  • Number of Trainees: 57
  • Location: London, Birmingham, Bristol, Edinburgh, Guildford and Wokingham
View Punter Southall's Website

2018-09-01About us

Punter Southall was established in 1988 by Jonathan Punter and Stuart Southall to provide actuarial and investment advice to UK pension schemes.

The business was originally set up to introduce a fresh, competitive presence to a largely static pension services market and primarily to put client service first. These guiding principles have not changed.

Our key services to occupational pension schemes and their related employers include:

  • Actuarial consulting
  • Defined contribution consulting
  • Health and protection consulting
  • International consulting
  • Investment consulting
  • Pensions administration
  • Transaction services.

We currently have eight sister companies and approximately 900 employees, which form the Punter Southall Group, providing a unique combination of actuarial, pensions consultancy, administration and investment services specifically for: pension scheme trustees, corporate sponsors, private clients and institutions.

Key facts about Punter Southall Group

  • 1,200 companies and trustees of pension schemes receiving services including: actuarial, administration, investment, employee and risk benefits advice
  • 3,500 private clients
  • We administer more than 320,000 occupational pension scheme members.

Our services

Our trustee and employer consulting teams provide friendly, professional and jargon-free advice for all aspects of occupational pension schemes including: funding, investment strategy, benefit design and reporting of pension costs in company accounts. We also have a wealth of experience in takeovers, mergers, acquisitions and management of buy-out situations. This has long been a growth area and existing clients, lawyers, venture capital houses and strategy consultants, who appreciate our practical and commercially-minded approach, regularly instruct us. Punter Southall Transaction Services is our specialised division dedicated to mergers and acquisitions pensions consultancy. We also provide high quality pensions administration for a large number of our clients through our sister company PS Administration Limited.

Minimum academic requirements

A 2:1 Honours degree (any discipline), 340 UCAS points or equivalent (excluding General Studies and AS level grades) including a grade A in A level Mathematics. In addition to the necessary academic achievements, candidates need to be able to demonstrate the ability to work as part of a team and possess excellent interpersonal skills both verbally and in writing.

Professional development

We offer generous study leave and pay for course notes, annual subscriptions and examinations. Actuarial students are assigned a mentor, who is normally a newly qualified actuary, to support them in their studies. Students are given the opportunity to sit mock exams before their first actuarial exams. In addition, employees are offered an induction programme upon joining and an extensive programme of internal training courses that are held throughout the year, together with on-the-job training. Career planning and personal development are assisted by an in-house appraisal system which applies to all employees. Other forms of training include regular staff nights, weekly actuarial technical training and technical seminars.

We are committed to the continued support of our employees, which is reflected in our Investor in People (IiP) Gold accreditation.

Award winning

Achieved Investor in People Gold Status

FT Pensions and Investment Management Awards (PIPA) 2014 and 2015:
Punter Southall DC Consulting won Best
Auto-enrolment Consultant

Corporate Advisor Awards 2014 and 2015:
Punter Southall DC Consulting won Best
Auto-enrolment Proposition

Health Insurance Award 2013:
Punter Southall Health and Protection won
Best Healthcare Trust Intermediary

Unquote British Private Equity Award 2012:
Punter Southall Transaction Services won award.

View Punter Southall's Website
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