SSAS Client Manager
Alison manages a portfolio of Small Self-Administered Schemes (SSASs) located across the UK, providing a cradle to grave service.
She currently works primarily with practitioner-only schemes where the trustees do not wish to appoint a Professional Trustee but require guidance on SSAS legislation and advice and assistance with fulfilling their obligations to the scheme as Scheme Administrator.
- providing excellent administration services to existing SSAS clients
- setting up new schemes and taking on existing schemes
- providing advice/guidance on pension legislation
- scheme wind-up’s, divorce and transfers
- pension benefits