Katy Beattie

SSAS Client Manager

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Katy manages a diverse portfolio of Small Self-Administered Pension Scheme (SSAS) clients throughout the United Kingdom.

She provides comprehensive guidance to directors and trustees across various SSAS matters, encompassing scheme setup, funding parameters and contribution thresholds, retirement provisions, death benefits, and investment strategies including loan-back arrangements, property acquisitions, and borrowing facilities.

Katy brings substantial experience in overseeing pension schemes featuring varied investment portfolios and delivering specialist consultancy services across multiple pension scheme challenges.


Significant experience:

  • Providing bespoke consultancy services to SSAS clients and their adviser
  • Delivering a high level of administration services to existing SSAS clients
  • Providing advice to a wide range of SSAS clients of varying size

 

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