Jennifer Bowes

SSAS Client Manager

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Jennifer manages a portfolio of Small Self-Administered Schemes and provides a cradle to grave service covering all aspects from establishment and routine administration, through to benefit crystallisations and scheme closures.

Jennifer provides her clients with guidance in respect of the ever changing SSAS legislation, ensuring the trustees and the scheme administrator are aware of their responsibilities under the scheme. She works with small companies who wish to provide their senior employees and directors with pension benefits.

Significant experience:

  • taking on existing schemes and establishing new schemes
  • providing advice in relation to investment legislation
  • providing advice in relation to benefit options
  • providing advice in relation to pension contributions

Other expertise:

  • transferring schemes to Qualifying Recognised Overseas Pension Schemes


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