Mon. Jan 24th, 2022

Punter Southall Group (PSG) has expanded its team with the appointment of Katherine Lynas as a Senior Consultant in the Pension Solutions Limited business.

Katherine will be responsible for business development of the Pension Safeguard Solution (PSS) and will also oversee the investment solutions of both PSS and Stoneport, the consolidator for small DB schemes. She will report to Richard Jones, Managing Director of Punter Southall Pension Solutions Limited.

Katherine has 25 years’ experience in the UK pensions industry and re-joins the Punter Southall Group from SEI Investment Ltd, where she ultimately served as Head of Marketing for the EMEA institutional business focusing on fiduciary management for DB schemes and the SEI Master Trust for DC schemes.

She initially joined SEI to manage their relationships with investment consultants and professional trustees.  Prior to SEI, Katherine worked at XPS and the pre-merger Punter Southall Investment Consulting business as Head of Operations and Head of Manager Research, respectively.

Katherine said: “I’m really excited to re-join the Punter Southall Group and have the opportunity to work on such an innovative solution with this great team”

Richard Jones, Managing Director of Punter Southall Pension Solutions Limited, said:

“We are delighted to welcome Katherine back to the Punter Southall Group. Her significant investment and marketing experience will prove invaluable as we continue to grow and cement our relationships with consultants and schemes across the DB pension landscape.

“Her practical investment experience will add real value to our team in Stoneport and we look forward to working with her to further build our business.”

Stoneport launched in October 2020 as a UK consolidator for small defined benefit (DB) schemes. Stoneport is unique in that it allows participating employers to retain a share of power in investment strategy, whilst also being part of a consolidator vehicle that allows them to target buyout in the longer term.

Created and managed by Punter Southall, Stoneport is the first to offer a solution targeted at those schemes with the greatest need, and who stand to benefit the most from consolidation.

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By Editor