🙋 We're hiring! We are recruiting for a Senior Associate, Paraplanning, to join the team working hybrid from our Oxford office. Find out more and apply: hubs.ly/Q027cz110

The 6-10 November is #TalkMoneyWeek with the theme 'Do one thing' - and we think we've got the perfect answer. We're offering our most popular #financialwellbeing webinar Money Matters at a reduced price of £650+VAT! 💸 Book your session today: 👉 hubs.ly/Q027R6MR0

Wouldn’t it be great if you could help your staff gain some financial resilience and confidence, which in turn will help their wellbeing? This #TalkMoneyWeek we're offering our most popular wellbeing webinar Money Matters at a reduced price of £650+VAT. hubs.ly/Q0288pfP0

Webinar Alert: "A Fresh Approach to Pensions" Don't pass up this chance to hear from Jonathan Punter, Chief Executive and one of the founders of Punter Southall, as he discusses the spirit that shaped the firm 35 years ago and more. 🌐 Register here: bit.ly/3QsY42m

One of the major challenges facing the financial planning industry is a talent shortage due to an ageing workforce. To address this issue, Steve Butler, CEO at PS Aspire believes firms can place flexible working at the forefront of their strategies: hubs.ly/Q028NNh60

We know retirement is changing and is even more multi-faceted. For everyone reaching this stage of working life, it’s critical they are able to make an informed choice. Pension Potential is our solution to helping members view retirement more clearly: hubs.ly/Q028Q3Bs0

If you’re considering leaving the Teachers’ Pension Scheme or its Scottish equivalents, your teaching staff may have some questions they’d like answered.   Here’s a handy checklist to help you answer some of them: hubs.ly/Q028YRP_0

Join our upcoming #webinar 'A fresh approach to pensions' hosted in partnership with Professional Pensions on Thursday 7th December. Our Chief Executive Jonathan Punter will be joined by Richard Jones and Jonathan Stapleton. Register: 👉 hubs.ly/Q029dl4c0

The financial planning profession is confronting a significant challenge – an ageing workforce that requires innovative solutions. In this blog for IFA Magazine, Steve Butler, CEO, shares his thinking on why a new approach is needed: hubs.ly/Q029RmGZ0

Alan Morahan, Chief Commercial Officer at Punter Southall joins Paul Holland's 'A Sense Of Identity' podcast for a thought-provoking discussion on tackling lost pensions. Listen here: hubs.ly/Q02bD6l20 #pensions #nationalpensiontracingday #lostpensions

🎄 Season's Greetings from Punter Southall 🎄 We're once again donating to Crisis to help provide warmth, companionship, and vital services to people facing #homelessness. From all of us, best wishes for a wonderful festive season and a very happy 2024.

The Pension Lab is urging advice firms to estimate the cost of relying on pen-and-ink letters of authority (LOA) to highlight the ongoing issue and help come up with an industry-wide solution. hubs.ly/Q02gLmCQ0 #LogYourLoaPain

✒️ One thing Letters of Authority have in common is they take too long to decipher, reply to and, well, authorise. Punter Southall is backing a campaign to bring the LoA into the 21st century and make life much easier for clients and their advisors: hubs.ly/Q02gTkz50

How can #HR help all generations thrive in multi-age workplaces? Punter Southall's Steve Butler says businesses can exploit the breadth of knowledge and experience intergenerational teams bring. Read the full story: hubs.ly/Q02jhqwV0

Alan Morahan, Chief Commercial Officer at Punter Southall makes five key observations in response to the latest report from the Pensions Policy Institute (PPI) on pensions engagement: hubs.ly/Q02ll5CW0

Steve Butler of Punter Southall on the Dickensian Letter of Authority experience advisers, paraplanners & providers are all dealing with every day. To make a change, log your LoA (estimated) volume🔗thepensionlab.co.uk/logloa to build the case for improvement #LogYourLoAPain

We're delighted that Pension Potential has won the Innovation Award at this year's Boring Money Awards! Congratulations to the whole team for this great achievement 👏 To find out more about Pension Potential visit: hubs.ly/Q02lVJXs0

We're very excited to see that Pension Potential has been nominated for Retirement Innovation of the Year at this year's UK Pensions Awards! Good luck to all the other nominees 👏 hubs.ly/Q02p46cb0 #pensions #innovation #awards

How can the government achieve a step-change in #investment in UK #productivefinance? Jonathan Punter's latest blog investigates how this aim could be achieved. Read the full article now: Insights | Productive finance: soundbites or substance? hubs.ly/Q02zPT3y0

What are the implications of the EU AI Act? Jonathan Armstrong, Partner at Punter Southall Law and a specialist in compliance and technology, offers his expert perspective on what the Act means for businesses operating within the EU and beyond. hubs.ly/Q02KnYJP0