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.
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 Business Development Manager in 2020 and is now our Head of Strategy and Propositions.
Our Head of Operations 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.
Laura joined the team in 2020 as a Technical Executive. Her wealth of experience working in the SIPP industry along with her specialist knowledge of pension benefits meant that a change in her position to become Benefits and Technical Manager for PSG SIPP was a no brainer.
Becki joined us in 2022 and is blazing a trail as SIPP Manager to our team in Melksham. We’re lucky to have her managing our Team Leaders, improving our processes, and updating and monitoring internal logs. She can always be relied upon to let us know about a good Netflix series she is watching or about the latest flick from Marvel. She is also a keen cook.
Jo was one of the very first members of staff to join our Ampthill office a little over 15 years ago. A wearer of multiple hats, Jo manages both the Property Portfolio for the Ampthill Office and the administration team. Having recently seen her daughter leave for university to study Criminology she now has more time to pursue her own interests outside of work.
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).
One of the longest-serving members of the team, Tracey has bags of experience across all aspects of self-invested pensions and HR. Over the years she’s had loads of roles within PSGS, helping us grow into the pensions force we’ve become. We're proud to have her supporting Managers and the Board in all things falling under HR. She's also very big on tea.
Our highly motivated 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.
Lucy’s organisation skills are impeccable. As Executive Assistant to the Board, this booker of meetings and hotels and organiser of all things office related, is always ready and willing to help with a smile. Lucy shares her love of fine wine with many others in the team. We couldn’t do it without her!
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.
Pam joined the team in 2016 following the takeover of Brooklands and has amassed an impressive 39 years of experience working in financial services. As Compliance oversight, Pam is responsible for performing the Audit and Monitoring across the whole company. Always willing to help our team with a smile, Pam is often the go-to person for any queries related to our Brooklands and Heritage SIPPs. She loves spending time with her grandson and trips to the Canary islands.
