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Barnett Waddingham
0333 11 11 222
A Small Self-Administered Scheme (SSAS) lets you save for retirement whilst keeping an unprecedented level of control on how your money is invested and looked after.

We act as a professional trustee of our SSASs to ensure the scheme is kept compliant with tax legislation and our co-trustees are kept informed of latest developments. As part of this service, we provide scheme administration including dealing with regulatory returns as well as member and investment transactions.

With over 2,170 current clients, we have built up a huge amount of experience in dealing with these schemes and the variety of investments that are held within them. Our clients own over 2,750 commercial properties within their portfolios and every year we agree to around 80 loans back to a business owner’s company.

Our SSAS clients include:

  • business owners interested in succession planning
  • entrepreneurs wanting to invest pension savings in their business
  • high net worth individuals seeking more control over their pension savings
  • adventurous investors wanting access to more unusual investments

For some clients, we simply act as scheme practitioner, essentially being an appointed agent to act for the trustees to submit regulatory returns. We are happy to provide consultancy advice to trustees, noticeably where there has been an issue with non-compliance with rules in the past. We no longer set up schemes unless we are appointed as professional trustee given the new HMRC requirement that essentially means there needs to be a skilled pension person associated with the scheme.

Investor in Customers

We have been awarded a 'silver’ rating by independent assessor Investor in Customers - awarded as a result of an independent assessment of excellence in the field of customer service and customer relationships.

Want to know more?

Download SSAS specific literature from our comprehensive library

Frequently asked questions

Specific answers to a broad range of SSAS related queries

Related knowledge and resources

Blogs

  • Dec 12 2018
    Pensions issues for Financial Advisers: what the next Budget can’t avoid

    While a dearth of pension changes in the October 2018 Budget is generally a welcome thing, our Pensions Technical Specialist James Jones-Tinsley looks at key issues the Chancellor won’t be able to keep dodging and explains why they matter to financial advisers and their clients.

    Location: http://bit.ly/budgetSIP

  • Feb 22 2018
    SSAS and SIPP Adviser Webinar

    The tax year end is the time when most people examine their personal and company finances. To help professional advisers be ready for client questions at a time when every minute counts and we’re hosting a live webinar with a strong technical focus.

  • Oct 3 2017
    What's Brewing in Pensions?

    A short round-up of topical matters regarding pensions; particularly given the political and economic backdrop arising from the General Election result, and the start of the Brexit negotiations.

    Location: Webinar

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