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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. Pay no heed to the bloke down the pub. For the truth, ask Duncan.
Chief Executive Officer
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.
Chief Operating Officer
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.
Steve is part of the pension industry furniture, having looked after more self-invested schemes in 30+ years than most people have had hot dinners (even people who love pies and have just received a telegram from the Queen). Steve has a keen eye to help clients implement strategies to achieve the best returns with new and existing SSASs and unit trusts, and luckily for us loves to pass on the benefit of his wisdom to our wider teams.
Business Development Manager
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 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.
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).
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.
Marketing & Communications Manager
Attention Jonas Brothers fans - when our Portfolio SSAS Executive, Grace, isn’t applying for (and even featuring on) TV game shows, she is proving herself to be Nick, Kevin and Joe’s number 1 fan, even once hanging out with Nick himself at a meet and greet! Back at work Grace has all the SSAS bases covered from establishing a scheme through investments to drawing benefits and is admired by her team for her willingness to get stuck in no matter what the job is.
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.
Executive Assistant to CEO
Lucy’s organisation skills are impeccable. As Personal Assistant to Nat and Mike, 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
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