Since launching in 2016, we now work with over 1,250 pension schemes, have £4 billion assets under advice, work with 200,000 scheme members and 1,200 private clients.
We’re a major financial planning and retirement savings business, constantly finding new ways to transform people’s financial future. We provide expert support to help businesses and individuals think today about improving their tomorrow.
Uniting pensions consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.
Our new and innovative Aspire Savings Trust provides cost-effective pension scheme management for employers and pension freedom solutions for individuals.
And we’re part of Punter Southall, which is proudly independent and majority employee-owned.