In an industry all but reduced to supermarket style firms offering the same promises of low-cost products in easy to open, stackable packets, we’re an independent provider known for our integrity and creativity. Set up in 2009, PSG SIPP offers you an alternative to the thoughtless anonymity typical of the High street names. Advisers who come to us recognise that there must be a better way, and we’re determined to provide that with our Adviser and Client centric approach.
As a more involved provider, we don’t merely pay lip service to the kind of product and support that people need. Our far from standard SIPPs are administered by hard working, dedicated points of contact who know the importance of delivering the service that’s all too often lacking in the volume-led mega firms.
We provide and administer some of the cleverest and least compromising SIPPs you’ll come across. But, what sets us apart isn’t just that. It’s also our attention to compliance and security over targets. We keep a keen eye on regulation and at all times, set ourselves the highest standards to adhere to.
This approach means that we provide products and a service which are more transparent, caring and tailored towards you, but without making things complicated or expensive.
Duncan travels the length and breadth of the UK and beyond to educate, inform and (sometimes) entertain. This technical behemoth is a problem-solver, zooming in on detail and pulling back to see the big picture. A consultant to advisers and business owners, he knows everything that can and can’t be done with self-invested pensions. Pay no heed to the bloke down the pub. For the truth, ask Duncan.
Nat takes the lead in making sure we’re always able to deliver. This dedicated, tireless and frankly irreplaceable individual is always looking at what’s next, what’s better and when we can have it. A juggler of perfectly organised balls, she’s a supporter, an opportunity-giver and a firm-but-fair Mum to all our teams. A forward thinker, she puts as much energy into perfecting our systems as she does baking cakes, though not at the same time.
Mike doesn’t believe that wearing a suit and tie makes you professional, which is why he’s a breath of fresh air in what can be a somewhat stuffy industry. He works with Marketing & Communications Manager Marcus to ensure that we do all the things that every pension provider knows they should do, but most don’t do terribly well.
Our Operations Manager is calmness personified. If Chris were a leisure activity, he’d be a relaxing massage in the midst of a retail scrum on Black Friday. As well as being completely unflappable, he’s highly dependable, instils trust and respect, and always goes the extra mile to deliver great results for advisers and their clients.
Our highly motivated Marketing & Comms Manager has a wealth of experience in e-commerce websites. Highly adaptable and dependably good at everything, he loves nothing more than looking into how technology can help our clients. Marcus is a real team player and a connoisseur of fine banter, as happy being on the receiving end as he is dishing it out.
If relationship building Abi had featured on the old TV show "This Is Your Life" you'd get to hear all about her wealth of experience working in the Financial Services industry (hopefully in a highly complementary way!), with over 10 years under her belt working in areas as diverse as Insurance, Investments, and retail banking. Abi joined us as a BDM in 2020 and found her feet under very challenging global circumstances. A testament to her abilities and confidence.
Animal-loving Pearl is bizarrely keen on all things numerical, which makes her the ideal person to head up our burgeoning Accounts team. Though her attitude and work rate sees her hoovering up ever more fiscal responsibility, she’s never satisfied at “OK” when it comes to Scheme Accounts, Invoicing, Corporate Accounts or her baking efforts (though she’s far too self-deprecating about those).
If it wasn’t for the fact that Brian doesn’t forget anything, it’d be tempting to say that Brian has forgotten more about compliance than most compliance officers will ever learn. From oversight of getting PSG SIPP Ltd authorised and regulated by the then FSA to the constant review of company processes and policies to keep it all in line with the now FCA, Brian is like a far less scary version of the all-seeing eye of the Lord Sauron in the Lord of the Rings trilogy. He doesn’t miss a thing.
One of the longest-serving members of the team, Tracey has bags of experience across all aspects of self-invested pensions and recently completed a Diploma in HR practice. Over the years she’s had loads of roles within TPSG, helping us grow into the pensions force we’ve become. Following the huge success with achieving her Diploma, we're proud to have her supporting Managers and the Board in all things falling under HR. She's also very big on tea.
Lauren’s love of dogs made her a great fit from the start, as did her fondness for a party. But it is perhaps her dry wit and sarcasm that we appreciate the most, alongside her positive attitude and willingness to help others. Highly valued and much-loved, Lauren is breaking new ground as our first Team Leader, deftly overseeing our Transfers Team.
Maria devotes herself to easing burdens. As Executive Assistant to the CEO, this organiser of all things Duncan has no off switch. She contributes to all areas of our business – with a hefty focus on having lots of fun - and it’s true to say that we’d be lost without her (especially Duncan). She’s fiercely protective of our brand and all it stands for. We love her.
Ambitious home extension aside, if there is anything that kept Wendy very busy and distracted from the crazy whirlwind which was 2020, it would have been the move into a Compliance Executive role. Compliance in an industry as tightly regulated and fluid as ours is not for the faint-hearted but, unsurprisingly, she's managed to achieve both and quickly become one of those people of whom we always say "how did we manage without them?".
It’s hard to convey within this short paragraph how much Lucy does every day whilst always managing to retain her sense of humour and being a pleasure to work with. Highly technically minded, Lucy has bags of experience and it’s fair to say we all admire how she deals with the technical demands that come with working in our industry, and have certainly learned a lot from her ability to keep a cool and level head.
My fund isn't sufficient enough to make a self invested scheme worthwhile
