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On the playing field swamped by target-driven, volume-led mega-firms, we’re a team which is known for our energy and inventiveness. Set up in 2007, PSG 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 diligent, problem-solving approach. We don’t force square pegs into round holes. If our far from standard SSAS can’t meet the objectives of your client then we’ll work with you to find the best solution to even the trickiest of scenarios, using our insight and experience to bring attention to potential complications.
Created to confront this challenge head on, the team at PSG is made up of highly experienced, dedicated experts who know everything there is to know about their specialist subjects. Under one roof, we provide and administer some of the cleverest and least compromising pension products you’ll come across.
What sets us apart is our technical knowledge and in-depth understanding of the past, present and future of pension provision which lets us shape our products around your client’s objectives. We’re able to provide a service which is more caring and tailored to individual needs, but without making things complicated or expensive.
Meet the team
Duncan travels the length and breadth of the UK and beyond to educate, inform and (sometimes) entertain. This technical specialist 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. For the truth, ask Duncan.
Chief Executive Officer
Natalie 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.
Chief Operating Officer
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.
Head of HR and SSAS Operationss
Bernadette is blazing a trail as our head of property. Best described as intelligent, witty and northern, her professionalism has already made her a valued team member and marked her out as a rising star. We’re lucky to have her looking after all aspects of property work at TPSG (she’s especially keen on refining processes).
Head of Property Operations
Alanta is an all round SSAS wizard, handling anything from enquiries and investments, to contributions, payroll, and establishing new schemes for our clients. Unlike many in the office Alanta is not a tea or coffee drinker but out of work she is well known to enjoy a cocktail or two!
Senior SSAS Administrator
Lucy’s organisation skills are impeccable. As Personal Assistant to Nat, 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 Maria and together they form the perfect team. We couldn’t do it without her!
Lucy Appleby Trout
My pension fund belongs to me