Sheena Naik

SSAS Client Manager

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Sheena manages a portfolio of Small Self Administered Schemes (SSAS) and provides a cradle to grave service for this type of pension scheme. She also manages a portfolio of Funded Unapproved Retirement Benefit Schemes (FURBS), assisting the Trustees with the annual tax return, investment administration and the settlement of retirement and death benefits.

Sheena provides quality administration and guidance to her clients and their appointed advisers. With regards to SSAS, her experience covers a wide range of topics including scheme establishment, scheme takeovers, contribution limits, transfers between registered pension schemes, transfers out, property purchases and sales, loans to scheme sponsoring companies and the taking of retirement benefits and drawdown. With regards to FURBS, she assists the Trustees with the day to day running of the scheme and when required the payment of benefits on retirement or death and the winding up of the scheme.

Significant experience:

  • establishing new SSASs for the benefit of company directors and employees
  • assistance with existing SSASs
  • calculating and processing pension benefits and pension payments
  • scheme wind ups for both SSASs and FURBS
  • managing pooled and earmarked investments within the same SSAS
  • reviewing FURBS tax returns and completing annual reporting requirements
  • paying out FURBS benefits