Charlotte Woodhead

SSAS Client Manager

Contact details

Charlotte has experience looking after a portfolio of Small Self-Administered Schemes (SSAS) located across the UK and Ireland.

She advises a range of clients on SSAS issues including scheme funding and contribution limits, retirement and death benefits and investments including loan backs, property purchases and property sales.

Charlotte has experience providing administrative services and consultancy advice on a number of pension scheme issues.

Significant experience:

  • advice to a range of SSAS clients of varying size
  • assisting with loans from SSASs to both Sponsoring Employers and third parties
  • providing advice in relation to pension benefit options