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  • Home
  • About Us
  • Services
    • Financial Planning
    • Business Insurance
      • Introduction to Business Insurance
      • Pensions & Capital
      • Key Person
      • Employers' Liability
      • Professional Indemnity
      • Income Protection
      • Share Protection
      • Directors' & Staff Benefits
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Lasting Power of Attorney
      • Trust Information
      • Wills
    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages
    • Life Assurance
      • Introduction to Life Assurance
      • Level Term
      • Increasing Term
      • Decreasing Term
      • Renewable Term
      • Family Income Benefit
    • Health Insurance
      • Introduction to Health Insurance
      • Private Medical
      • Critical Illness
      • Income Protection
    • General Insurance
      • Introduction to General Insurance
      • Household
      • Shops & Commercial
      • Holiday Insurance
      • Motor
      • Caravan
      • Marine
      • Pet
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Home Reversion Plan
      • Costs
    • Pensions
      • Introduction to Pensions
      • Occupational
      • Annuities
      • National Employment Savings Trust (NEST)
      • SSAS
      • Personal
      • SIPP
      • State Pension
      • Stakeholder
      • Executive Pension Plan
    • Savings & Investments
      • Introduction to Savings & Investments
      • Unit Trusts
      • Collectives
      • Equities
      • With-profits
      • Fixed Interest Investments
      • Capital Investment Bonds
      • National Savings Products
      • ISAs
      • Junior ISAs
      • OEICs
      • Investment Trusts
      • Offshore Collectives
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
  • Online Services
    • Research Links
    • My Portfolio
  • Testimonials
  • Contact Us

Give us a call on 033 33 447 300 or drop us a message

Contact Us Today

SSAS

SSASs ARE REGULATED BY THE PENSIONS REGULATOR.

THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

What is a SSAS?

SSAS — also known as a Small Self Administered Scheme (SSAS) — is a company pension scheme, the members of which are usually directors and key employees of the sponsoring employer.

Whilst subject to the same rules relating to contributions and benefits as a normal company pension scheme, SSAS’ schemes have considerably more flexibility and control over the investment policies and the scheme’s underlying assets.

Other considerations are that only one scheme is permitted per employer, normally the scheme should have less than 12 members and there can be limits on the amount of investment.

If you would like further details please contact us.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

PENSION ENQUIRY FORM

Your Address

Planning and Retirement

Employment

Existing Pension

Yes
No
Yes
No

Marketing Information

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers to obtain quotes on your behalf, for example where we are providing you with annuity or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you with details about our services, products, business updates and events. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you:

Email
Telephone
Post
Yes please, I'd like to hear about offers and services.
No thanks, I don't want to hear about offers and services.
I have understood and read the privacy policy.

SSASs ARE REGULATED BY THE PENSIONS REGULATOR.

THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

What is a SSAS?

SSAS — also known as a Small Self Administered Scheme (SSAS) — is a company pension scheme, the members of which are usually directors and key employees of the sponsoring employer.

Whilst subject to the same rules relating to contributions and benefits as a normal company pension scheme, SSAS’ schemes have considerably more flexibility and control over the investment policies and the scheme’s underlying assets.

Other considerations are that only one scheme is permitted per employer, normally the scheme should have less than 12 members and there can be limits on the amount of investment.

If you would like further details please contact us.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

PENSION ENQUIRY FORM

Your Address

Planning and Retirement

Employment

Existing Pension

Yes
No
Yes
No

Marketing Information

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers to obtain quotes on your behalf, for example where we are providing you with annuity or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you with details about our services, products, business updates and events. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you:

Email
Telephone
Post
Yes please, I'd like to hear about offers and services.
No thanks, I don't want to hear about offers and services.
I have understood and read the privacy policy.

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Registered office address: {Reg Address 1}, {Reg Address 2}, {Reg City}, {Reg County}, {Reg Postcode}

Registered in England and Wales under reference {Reg No}

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<Network Name> is entered on the Financial Services Register (www.fca.org.uk/register) under reference {Network FCA Reference No}.

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