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Next accounts due

2026-09-30 (in 4mo)

Last filed for 2024-12-31

Confirmation statement due

2027-04-13 (in 11mo)

Last made up 2026-03-30

Watchouts

None on the register

Name history

Renamed 2 times since incorporation

  1. PS SIPP HOLDINGS LIMITED 2022-07-13 → present
  2. PSIGMA WEALTH LIMITED 2011-02-16 → 2022-07-13
  3. PSIGMA INVESTMENT MANAGEMENT HOLDINGS LIMITED 2010-03-30 → 2011-02-16

Accounts

Audit & accounting basis

Accounting basis
FRS 101
Reporting scope
Standalone (parent only)
Auditor
BDO LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“The Company is a holding company for the Group's Self-Invested Personal Pension administration business. The financial statements have been prepared on a going concern basis, which assumes that the Company will continue in operational existence for the foreseeable future. In order to assess and manage the impact of environmental issues, the Group carries out regular liquidity stress testing on cash flow forecasts over a 3 year time period. The Company currently has sufficient cash resources to fund its businesses and if conditions deteriorate there are a number of actions the Company could take to mitigate that risk including drawing on funds from the Group.”

Group structure

  1. PS SIPP HOLDINGS LIMITED · parent
    1. Punter Southall SIPP Limited 100% · England · SIPP and SSAS pension administration
    2. Punter Southall SIPP Trustees Limited 100% · England · Dormant company
    3. PS Trustees Limited 100% · England · Dormant company

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

3 active · 3 resigned

Name Role Appointed Born Nationality
DAVIDSON, Gary Andrew Director 2023-01-11 Feb 1966 British
MCKELVEY, Kenneth John Director 2010-03-30 Nov 1956 British
PUNTER, Jonathan Dominic Director 2010-03-30 May 1957 British
Show 3 resigned officers
Name Role Appointed Resigned
NASH, Ian Secretary 2010-03-30 2025-07-31
HOWARD-SMITH, John Christopher Anthony Director 2018-07-02 2023-08-08
SAMUELS, James Anthony Angus Director 2010-03-30 2023-01-11

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Punter Southall Group Limited Corporate entity Shares 75–100%, Voting 75–100%, Appoints directors 2016-04-06 Active

Filing timeline

Last 20 of 84 total filings

Material constitutional events — rename, articles re-file, resolution

  • 2022-07-13 CERTNM Certificate change of name company PDF
  • 2021-12-09 MA Memorandum articles
  • 2021-12-09 RESOLUTIONS Resolution
Date Type Category Description
2026-04-08 CS01 confirmation-statement Confirmation statement with updates PDF
2026-02-17 SH06 capital Capital cancellation shares
2026-02-05 SH03 capital Capital return purchase own shares
2026-02-05 SH03 capital Capital return purchase own shares
2025-08-20 CH01 officers Change person director company with change date PDF
2025-08-01 TM02 officers Termination secretary company with name termination date PDF
2025-06-13 AA accounts Accounts with accounts type full
2025-04-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-06-14 AA accounts Accounts with accounts type full
2024-04-10 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-08-10 AA accounts Accounts with accounts type full
2023-08-08 TM01 officers Termination director company with name termination date PDF
2023-05-02 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-01-12 AP01 officers Appoint person director company with name date PDF
2023-01-12 TM01 officers Termination director company with name termination date PDF
2022-07-26 AA accounts Accounts with accounts type full
2022-07-13 CERTNM change-of-name Certificate change of name company PDF
2022-04-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2021-12-09 MA incorporation Memorandum articles
2021-12-09 RESOLUTIONS resolution Resolution

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
7

last 12 months

Capital events
3

last 24 months

Officers appointed
0

last 12 months

Officers resigned
1

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

Latest filed period vs the prior one

Accounts are PDF-filed; numeric extraction for this statement type (this accounts) is not yet supported in StatDesk. See the Companies House filing for the underlying figures.

Official Companies House page