The Pension Solutions Group

PSG Technical Consultancy

Whilst you would comfortably turn to your GP to top up with the latest flu vaccine, you’d almost certainly prefer a referral to a specialist when the ailment concerned is more severe. With a specialist, you are reassured that they consider the specific circumstances of your medical history, report back in detail on each and every contra-indication, and sort out the facts from the unfounded fears. When all is taken into account properly, the final diagnosis could be very different from that initially thought and the best course of action will relate directly to you as an individual.

When off-the-shelf prescriptions simply aren’t sufficient, we’re here to help you create your own remedy. This is never truer than in the case of corporate finances and self-invested pension arrangements. Aside from the obvious fact that PSG is not authorised to give advice, we really wouldn’t want to.  What works for us is taking on the role of adviser’s mentor and developing a relationship with a professional adviser to help deliver the best advice to their clients. Accountants, stockbrokers, solicitors and financial advisers alike, all need to refer to specialists once in a while.

Things don’t have to get complicated and that’s what our menu-based fees are all about. However, if and when an individual’s circumstances do require something more akin to a plan detailing complex transactions and demanding a host of specialists, using a technical consultant becomes the wise move.

With regard to self-administered pensions, making the best choices for your clients may appear overly complicated. If, as an adviser, you dip your toe in these waters only occasionally, you can’t really be expected to pre-empt what lies around the corner. We spend each and every day entrenched in the murkiest bits of the murky world of pensions. Therefore to us, it’s not complicated. It’s what gets us up in the morning.

A Technical Consultant should do more than just work closely with you to design a plan for your client. So our experts also project manage the plan’s deployment for you, continually engaging brain to reflect on and react to changes in circumstances or legislation.

What next?

We have a track record of highlighting the problems that hadn’t been spotted as well as addressing those that are more obvious. If you have a client in need of expertise that extends beyond your resources, please get in touch. Our bespoke technical consultancy service could be just what you’re looking for.