Claire Telford

SSAS Client Manager

Contact details

Claire manages a portfolio of Small Self-Administered Schemes (SSASs) located across the UK.

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

Claire has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.

Significant experience:

  • advice to SSAS clients on pension and death benefits
  • scheme wind-up’s, divorce and transfers
  • comfortable with SSASs holding a mixture of pooled and earmarked investments within the same SSAS