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 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 to individual wants and needs, 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 Business Manager is rarely in the office, which makes everyone sad, but Sue does her job amazingly well from Salisbury. She’s a refiner of processes, an interrogator of systems and protocols and an overseer of compliance. It’s thanks to Sue that Chris and the rest of the SIPP team have the best possible tools to do their jobs.
Enthusiastic and indefatigable, Rebecca is our high-octane builder of brilliant relationships. As prolific at making and maintaining connections as she is at running, Rebecca works closely with Duncan to ensure we give Professional Advisers just what they need, with bells on. A natural at knowing when to ask why? and when to say - why not?
Our SIPP Team 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.
Maria is extremely good at easing burdens. As Personal Assistant to the Board, this booker of hotels and trains and organiser of fine spreads has no off switch. She contributes to all areas of our business and it’s true to say that we couldn’t do without her (especially not Duncan). She’s fiercely protective of our brand and all it stands for. We love her.
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.
Advice and guidance are distinct services offering clients different benefits
