Our company
We're a professional services company specialising in pensions & retirement.
Who are Punter Southall?
Pension Potential is part of Punter Southall, a group of companies with one aim – helping businesses and people make better decisions.
Since 1988, we've anticipated what clients need and evolved our own way to deliver pragmatic solutions for people and business across diverse yet connected markets.
We've helped our clients thrive by taking a fresh approach. Our people know they have the space to really listen, truly understand and deliver on your behalf.
There's no substitute for experience but original thinking comes a close second. We break new ground, like inventing National Pension Tracing Day, to keep moving everyone forward.
Our aim is to make you more successful, in-control and, yes, happier.
Our management team
Steve is Managing Director, Retirement Solutions. He has been part of Punter Southall since 2008 where he had led various businesses including DB Investment Consulting, DC Pension Consulting and Investment Research & Analytics.
He is a regular writer and speaker on intergenerational working, retirement and older worker business management issues and is passionate about helping people maximise their retirement.
Steve Butler
Managing Director
Martin is our Chief Technology Officer. Martin has been with the Punter Southall Group for over 16 years. In his current role he focuses on the technology architecture, development, governance and risk.
Prior to this role Martin worked as CTO for Punter Southall Aspire and CAMRADATA, which were both businesses within the Punter Southall Group. He has over 30 years' software development and technology management experience within the financial sector.
Martin Hughes
Chief Technology Officer
Lindsay has been with the Punter Southall Group for over 16 years. In her current role she focuses on supporting the development and implementation of the corporate strategy and client relationship management for Pension Potential.
Prior to this role Lindsay worked in Punter Southall Aspire and CAMRADATA, which were both businesses within the Punter Southall Group, specialising in corporate strategy and client relationship management.
Lindsay Butterworth
Head of Partnerships
Josh is Head of Financial Planning for Pension Potential. He is a Chartered Financial Planner and Fellow of the Personal Financial Society, with specialist qualifications in Retirement Planning and Long-Term Care.
Before joining Pension Potential, Josh worked within the Punter Southall Aspire Financial Planning business and prior to that he spent 7 years working for Mercer and Jardine Lloyd Thompson looking after a portfolio of private clients in addition to work involving business governance. Previously, he worked in Private Banking and has over 20 years’ experience in Financial Services with more than 19 as a Financial Planner.
Josh Gordon
Head of Financial Planning
Pension Potential offers guidance and advice to help you achieve your best retirement.
What is free guidance?
Guidance is intended to help you understand your retirement options, but it won’t make specific recommendations or tell you what you should do. For example, we will help you select the most suitable annuity by providing personalised quotes from all providers.
To provide personalised annuity quotes we need to collect information about your health and lifestyle through an online journey.
Pension Potential will not charge you a fee for our guidance service as we will receive commission from the product provider for arranging an annuity for you.
What is low cost advice?
Taking regulated financial advice means one of our Chartered Financial Planning team will review your plans for retirement alongside your pension savings and provide you with a personal recommendation setting out how you can enjoy your best retirement.
To provide personalised retirement advice we need to collect information about you and your circumstances through an online journey.
If we provide you with financial advice our advice fee is £500 which will be deducted from your pension savings. Where we go on to implement our recommended retirement solution, we'll charge an implementation fee of 1% which will be deducted from your pension savings.