Planning for the future involves not only making financial arrangements for yourself but also considering the well-being of your loved ones after you’re gone. One significant aspect of this planning is understanding how your pension is handled upon your death. This process involves a document known as an “Expression of Wish,” which can play a…

by Natalie Pike, COO of PSG SIPP I recently reached a significant milestone. A milestone that seems too ridiculous to credit, more than a little like the feeling a parent has when their child turns ten. Yes, a whopping ten years since I joined PSG SIPP (PSGS). The company has changed enormously over this time,…

To explain a bit more about transfers and what’s involved, we asked Sarah Dibble, our in-house  Transfers expert who spends her days walking that tightrope stretched between compliance and customer service, to discuss some of the frequent challenges she regularly meets while undertaking transfers on behalf of our clients and their advisers. What are the…

We’ve put together a series of 6 short videos that aim to help our advisers with new cases and to improve turnaround times with PSG SIPP. In these six presentations we cover a range of topics. From things like ensuring your client’s contact details are up to date, to the way in which we need…