Group Companies

Punter Southall Transaction Services is part of the Punter Southall Group.
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 offers a full range of actuarial, investment, employee benefit consulting and pension administration services across the UK. Our clients are pension scheme trustees and sponsoring employers from a broad spectrum of UK businesses, charities, unions and institutions. Pension scheme clients range in size from 20 members to over 100,000 members, from owner-managed businesses to industry-wide schemes.
    • 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.

    • A boutique wealth management company, providing investment management solutions for private clients, charities, family trusts, corporate entities and personal pension funds.

    • 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.
    • 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.

    • 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.
    • ASPIRE to retire provides services focused on guidance, information and advice to ensure improved member/customer outcomes; Treating Customers Fairly; enabling Trustees and employers to meet their regulatory obligations.
    • 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.