Punter Southall Aspire Group

Meet The Board

Jonathan Punter

Chairman

Prior to forming Punter Southall with Stuart Southall in 1988, Jonathan began his career with Duncan C Fraser and Co in 1978, where he became a Partner within seven years. He has 30 years’ experience in the actuarial profession and particular expertise in UK pensions, investment strategy, pensions in mergers, buy-outs and due diligence deals. A Director of several investment companies in London and Dublin, he is also a Fellow of the Institute of Actuaries.

Steve Butler

Chief Executive Officer

Steve is the Chief Executive and disruptive force within Punter Southall Aspire, driving the Next Generation vision across the business to create innovative technology-led solutions. He is passionate about integrating simplicity, flexibility and innovation into well designed investment and savings solutions that clients understand, value and engage with.

Angus Samuels

Director

Angus has over 30 years' experience in the investment industry, in both the UK and South Africa. Starting his working life as a Stockbroker in Johannesburg, he emigrated to the UK in 1986 and has held a number of senior roles including Chief Executive posts at Sanwa Asset Management, Credit Suisse Asset Management and Sanlam Investment Management.

He also serves as a non-executive director of Sanlam UK and Sanlam Life and Pensions and is Chairman of Nucleus Financial Group.

Kenneth McKelvey

Director

Kenneth joined Punter Southall in 1993 with a focus on widening the range of our activities. He remains responsible for the strategic development of Punter Southall Group and is a Director of its principal operating subsidiaries. Previously, he worked in a large UK pensions consultancy firm before taking an MBA at INSEAD Business School. He then worked in financial management and corporate strategy consultancy in Geneva, London and Paris.

Kenneth graduated from City University with a degree in Actuarial Science and is a Fellow of the Institute of Actuaries.

BUTLER’S BLOG

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NEXT GENERATION SAVINGS

Changing Workplace Savings Behaviour for the Better

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Master Trust

The Aspire Savings Trust is a multi-employer, occupational pension scheme. It brings together governance, investment, administration and communications expertise within a technology-led solution.

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Governance

Establishing and governing the ideal workplace pensions and savings for your employees can be complex and time consuming. That’s where we come in.

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Engagement

Our online platform educates and inspires employees across a range of financial topics. It helps them understand the importance of saving for their long-term future.

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Retirement

With greater choice and freedom in how and when individuals are able to access their pension fund, there is now an even greater need for early education and advanced planning. Find out how we help.

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Investment

Our investment research division analyses and rates over 18,000 DC investment funds. The insight we have enables us to support your investment objectives, making sure they're on track to deliver.

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Education

Our financial wellbeing and education service helps employers explain finances and their implications to employees, giving them the tools to make better financial choices at all stages of their working lives.

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