About us

History

A dedicated pensions transaction team was established at Punter Southall in 1998 to build on the firm’s already well established reputation in this area and in 2003 this was branded as Punter Southall Transaction Services. There are currently 17 individuals working in the team, most of whom are Fellows of the Institute of Actuaries.

The team has gained valuable experience from a broad spectrum of transaction situations encompassing a wide range of pension and employee benefit arrangements from small defined contribution plans and employee share arrangements through to multi-million pound defined benefit pension schemes.  

Punter Southall Transaction Services is part of the Punter Southall Group of companies providing a unique combination of actuarial, consultancy, administration and investment services specifically for pension scheme trustees, scheme sponsors, private clients and institutions.

What makes us different?

  • We focus our advice on the key issues rather than listing all potential risks, thus driving shareholder value.
  • We do different things for different clients, tailoring our advice to the specific needs of each of our clients.
  • We provide our clients with direct contact to the experts in the team.

Award winning

  • European Business Awards - Finest Corporate Pensions Advice 2016
  • Unquote" British Private Equity Awards - Specialist Due Diligence 2012
  • Private Equity News Awards for Excellence in Advisory Services Europe 2010 - Highly Commended Pensions Due Diligence Firm of the Year
  • ACQ Global Awards 2012 - Pensions and Actuarial Due Diligence Provider of the Year - UK • ACQ Country Awards 2011 - Niche Adviser of the Year - UK
  • ACQ Global Awards 2011 - Actuarial Advisory Firm of the Year UK & Ireland • ACQ Global Awards 2010 - Pensions and Actuarial Due Diligence Provider of the Year - UK
  • ACQ Global Awards 2009 - Pensions and Actuarial Due Diligence Provider of the Year - UK
  • ICFM Continent Awards 2013 • ICFM Country Awards 2012 • ICFM Global Awards 2012 • ICFM Continent Awards 2012 • ICFM Top Tier Firm 2011
  • DealMakers Country Awards 2013 - Specialist Advisory Firm of the Year - UK  • DealMakers M&A Awards 2012 - Specialist Advisory Firm of the Year - UK
  • DealMakers 2012 - Annual Tax Awards Winner • DealMakers 2012 - Global Awards Winner • DealMakers 2012 - Corporate Finance Awards Winner
  • DealMakers 2012 - End of Year Awards Winner • DealMakers 2011 - Global Leading Firms 'Top Tier Rankings'
  • Finance Monthly 2011 - Top 100 firm

 

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We provide advice to over one quarter of London-based private equity firms