So you’ve decided you want to establish a Small Self-Administered Scheme pension? Great, we are on hand to help you through the process. Below you will find the information you need to know to apply for a SSAS pension online, and the initial application form to get the ball rolling.
If you haven’t already, you can find out if you are eligible for a SSAS pension here.
Below you find our initial SSAS application form to apply for a SSAS pension online. This outlines all the information we will need from you in order to establish your SSAS pension scheme. Please provide as much information as you can but if there is something you do not have to hand this can be provided at a later date. Once we receive your application it will be reviewed by one of our SSAS advisors who will then touch base with you to confirm receipt of your application and discuss the next steps.
Our SSAS establishment fee includes understanding your objectives, identifying suitable Professional SSAS Trustees for your individual situation and goals, SSAS establishment with HMRC, how to address the day-to-day running of your SSAS, understanding the role of the scheme administrator, plus access to additional expertise, services and advantages which your dedicated personal consultant will explain. You may wish to add additional members to your SSAS, such as other employees and/or family members that we can help with, as well as helping you to understand the tax relief and investment strategies available to you.
The annual charges vary depending on a number of factors including the number of members of the SSAS and the investment plans within the scheme. This annual fee includes ongoing advice on structuring of investments within your SSAS, annual performance review of your SSAS, filing necessary returns for the SSAS.
