Alyx Robinson

SSAS Client Manager

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Alyx has experience of managing a portfolio of Small Self-Administered Schemes (SSASs) located across the UK. She has worked exclusively with SSAS clients for almost 12 years and now has her own portfolio of clients, each varying in size, providing quality administration and advice to her clients and their appointed advisers.

Her experience covers a wide range of topics including scheme establishment, contribution limits, transfers between registered pension schemes, transfers out, property purchases and sales, loans to scheme sponsoring companies through to the taking of retirement benefits and drawdown. 

Significant experience:

  • establishing new SSASs for the benefit of company directors and employees
  • providing advice in relation to pension benefit options
  • calculating and processing pension benefits and pension payments
  • advising on tax efficient property purchases, property sales and loans from SSASs to both sponsoring employers and third parties
  • scheme wind ups


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