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Briefings: SSAS

Specialist guidance for headteachers

Our Executive Pensions team has considerable experience in guiding headteachers and senior staff on their pension benefits. This briefing note covers recent, substantial changes in the pensions legislation directly affecting such high-earners.

Reviewing your annual SIPP statement and what to do next

This blog looks at how to use the information in your annual SIPP statement in deciding what to do next. In order to get as close as possible to your financial targets, it's important to keep planning, reviewing and adjusting.

SSAS and SIPP properties and environmental issues

A key feature of having a SSAS or a SIPP is that pensions can be invested in most types of commercial property. However, a number of matters need to be considered before a property such an investment is made.

The importance of regular drawdown reviews

In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise.

How employers can use DB SSASs to reward key employees

Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.

Taxation of pension death benefits

A detailed look at the rules regarding the taxation of pension death benefits with effect from 6 April 2015.

Can SIPPs and SSASs buy listed buildings?

Owning listed properties can come with additional complications. However, these are not insurmountable, even in a self-invested pension.

Advice on DB transfers under the spotlight

As the FCA announce a major policy statement on improving the quality of pension transfer advice, we take stock of the situation, look past incendiary headlines and find positive signs in an important area.

Options for drawing benefits from a self-invested pension

You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.

Seven things all property owners need to know about EPCs

Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These changes open up a number of questions - we’ve highlighted seven things you need to know.

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