Ian focuses on larger and more complex SSAS cases, in particular those requiring guidance in areas with demanding technical issues.
His years of specialism make him a primary contact for those SSAS cases needing resolution of problematic situations, where advice is required for trustees and employers in complex cases, where we provide guidance on the design of retirement benefits for members, and helping find solutions to esoteric investment queries.
From 6 April 2015, the method of providing drawdown income for those not already in drawdown will be from a Flexi-Access Drawdown fund.This technical briefing details the rules regarding Flexi-Access Drawdown.
Uncrystallised Funds Pension Lump Sums (UFPLS) is a simpler way of drawing out all funds being accessed in one go. This technical briefing details the rules regarding UFPLS.
The Pension Schemes Act 2017 and The Finance Bill 2017 cover Master Trusts and the threat of De-Registration. Ian Ward explores.