Case Studies

Punter Southall Group

Business Profile




To provide a collaboration application which allowed dispersed teams to work together, while also complying with industry regulations.




Accurate online rendering of over 200 document formats such as Microsoft PowerPoint, Word, and Excel, and PDF Full-document and user audit trails allow page-level insight Improved employee and client relationships as well as productivity gains through s


Punter Southall Group provides a unique combination of actuarial, pensions consultancy, administration and investment services specifically for pension scheme trustees, corporate sponsors, private clients, and institutions.

User Profile

The company employs 800 staff in eight business units operating in a range of market sectors with offices across the UK and North America. The Group has approximately $12.3 billion assets under management and $27.7 billion assets under advice.

The Challenge

The Punter Southall Group encourages an entrepreneurial and innovative approach within its broad range of businesses. This ability to move fast and to offer secure IT services centrally to its portfolio of companies across its international footprint has enabled the Group to grow rapidly and over the past 20 years establish itself as a major player within markets as diverse as actuarial consulting, pension fund administration, wealth management, and financial advice.

Operating in a regulated and information-oriented industry, the provision of an application which could provide enterprise-class data security was extremely important, as was the ability to protect intellectual property.

The Workshare Solution

Over the past two years the Group has carried out a complete technology upgrade, including building a new data center and virtual computing environment – and undergoing a desktop hardware and software refresh. In this process IT Services identified a requirement for file sharing and collaboration and recognized in Workshare a unique ability to instantly create collaborative groups to focus on new opportunities. Given the fluid and dynamic nature of the Group’s business, the membership of these groups is constantly changing, rendering conventional document management solutions insufficiently agile to meet this need. IT Services has been piloting the use of Workshare within their own team and, following a successful trial, plan to extend Workshare to all parts of the business during 2013.

The Group’s technology improvements are laying the groundwork upon which it can continue to expand rapidly and introduce new products and services for its customers. In its next phase of development, the IT Services department plans to further extend solutions that will underpin and support the continued rapid growth of the business. In addition to Workshare, tools already deployed include Microsoft’s SharePoint and CRM Dynamics, and IBM’s FileNet.

John Rogers, IT Director at Punter Southall Group comments,
“We are impressed with the way in which Workshare has been designed to work the same way people do, supporting their ability to work together and share documents, while retaining important controls over security and confidentiality. It offers a tremendous opportunity within the Group because of its ability to support an entrepreneurial and creative approach to business.”

The Benefits

Workshare’s unique collaboration features provided Punter Southall Group’s workers with an effective and secure way to collaborate with one another as well as with external clients, while also still complying with industry requirements.