Client feedback


Extremely personable and professional.
Kelly White ,
Tussauds
I find Colin proactive rather than reactive. He is also supportive.
Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees.
Dave Benstead ,
Diodes Zetex
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA
Image of Stuart Southall, Chairman

Stuart Southall

Chairman

Professional trustee

Contact Stuart

London

Tel 0148 328 2323

Role

Stuart acts as independent chairman to six schemes and sits on one other trustee body. He is a PMI accredited trustee and has acted in this role for over 15 years.

Background & experience

Stuart trained at Duncan C Fraser & Co before its acquisition by Mercer. In 1988, he established Punter Southall with Jonathan Punter. This was the most successful start-up in the actuarial consultancy market for over 30 years.

Stuart has worked with pension schemes varying in size from £15 million to £4.6 billion. Having worked in the roles of trustee, scheme actuary and sponsor adviser, he is able to balance perspectives between the fiduciary responsibilities of trustees and duties owed to scheme sponsors. He has extensive knowledge of mergers and reconstructions of large schemes, of liability management exercises and has been involved in buy-ins and buy-outs.

Stuart also has experience of a situation where an overseas parent company filed for Chapter 11 protection with implications for a UK pension scheme.

During his career, Stuart has attended well in excess of 1,200 trustees’ meetings. He is fully conversant with the legislative, regulatory and good governance requirements of UK pensions and he has the ability to appreciate and balance the duties and concerns of all parties to such schemes.

Having grown a business from only 9 people to over 1,200 staff, Stuart has demonstrable entrepreneurial attributes and an ability to interact with and motivate a wide range of people. These skills are invaluable to running a financially efficient and operationally effective pension scheme.

Stuart was an early editor of ‘The Actuary’, has sat on the Ethics Committee of ACA, and has served as its Chairman. He is a regular speaker at client events and outside conferences and is an accredited mediator. He was a non-executive director of Neptune Investment Management Limited until its sale to Liontrust and he is a CEDR qualified mediator. For over a decade he was a governor of two independent schools and a pro bono trustee of an educational trust.

Qualifications: Fellow of the Institute and Faculty of Actuaries, MA Hons Mathematics, accredited professional trustee

Interview with Stuart Southall


Areas of specialism

  • chairing board meetings
  • risk management
  • actuarial issues
  • funding & investment
  • corporate transactions

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