Lisa advises on all aspects of SSAS and is a member of the firm’s technical committee, which provides guidance on SSAS and SIPP pension legislation.
Lisa has developed particular expertise as a SSAS Client Manager, guiding trustees through the management of this type of pension arrangement and the retirement benefits that may be provided and working alongside professional advisers to implement investment strategies.
She works with companies who wish to make pension provisions for the directors of their company, trustees who require assistance with the specific requirements that apply to SSASs and with professional advisers acting on behalf of their SSAS clients.
- establishing new SSASs for the benefit of company directors and employees
- completing the formalities of Professional Trustee appointments to existing SSAS clients
- providing bespoke consultancy services to SSAS clients and their advisers