Disappointing Experience with PSG's Investment Platform

PSG has unfortunately turned what was once a powerful and advanced investment platform—ideal for private investors who want to manage their own portfolios—into something almost unusable.

Following the changes made to accommodate the new two-pot retirement system, much of the core functionality is still missing. Key features like switches, rebalances, and withdrawals are no longer available through the platform. Instead, clients are expected to submit outdated manual forms. This would be tolerable if the manual process worked reliably—but in my experience, it doesn’t.

I submitted a switch form via email and received no confirmation. I followed up twice over the next few days with no response. Then, weeks later, my request was suddenly processed three times—clearly a result of someone pulling all three identical emails from a Junk folder and processing them without checking. This careless handling resulted in my investments being split incorrectly across funds.

To make matters worse, PSG has drastically reduced the list of available funds for direct clients. The once-powerful platform is now extremely limited and no longer meets my investment needs.

Overall, I’m hugely disappointed in PSG. The lack of functionality, poor communication, and diminished fund selection have made it clear that the platform no longer supports serious, self-directed investors.