PENSION POTENTIAL LIMITED

1. PENSION POTENTIAL LIMITED 2024-04-02 → present
2. PUNTER SOUTHALL DEFINED CONTRIBUTION CONSULTING LIMITED 2010-03-03 → 2024-04-02
3. PSFM (CITY ASSURANCE CONSULTANTS) LIMITED 2009-04-14 → 2010-03-03
4. CITY ASSURANCE CONSULTANTS LIMITED 1987-04-02 → 2009-04-14
5. CITY ASSURANCE PROPERTIES LIMITED 1966-03-10 → 1987-04-02

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

FRS 101 Reduced Disclosure Framework

Reporting scope

Standalone (parent only)

Auditor

BDO LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The financial statements have been prepared on a going concern basis, which assumes that the Company will continue in operational existence for the foreseeable future. The Directors have prepared projections to 31 December 2028. These projections have been prepared using assumptions which the Directors consider to be appropriate to the current financial position of the Company as regards to current expected revenues and its cost base, and the Company's investments, borrowing and debt repayment plans. These projections are subject to regular stress testing over a three year time period.”

Significant events

• “On the 27 March 2025 the Company sold the full investment in Craven Street Wealth Limited for £1.69m cash and a £2.53m investment in Avalon Holdco Limited for a gain of £388k (see note 9).”
• “On 31 January 2024 the Company disposed of the Employee Benefits Business and on the 29 February 2024 the Company disposed of the Financial Planning Business.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

4

last 12 months

Capital events

2

last 24 months

Officers appointed

0

last 12 months

Officers resigned

1

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  -58.3%

  £1,405,798 → £586,365

• Cash

  -13.1%

  £968,755 → £842,314

• Net assets

  -84.9%

  £12,066,814 → £1,822,586

• Employees

  -12.5%

  8 → 7

• Operating profit

  +54.9%

  -£3,194,512 → -£1,442,195

• Profit before tax

  -103.6%

  £18,654,434 → -£662,654

• Wages

  -42.3%

  £1,521,480 → £877,427

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers