SSAS
A pension vehicle that allows business owners to take control over their retirement savings
Related knowledge and resources
Key contacts
Andrew Roberts Partner and Head of Small Self-Administered Schemes
James Jones-Tinsley Self-Invested Technical Specialist
Ian Ward Partner
Mark Pipe Partner
Andrew Hague Associate
Paul Higgs Associate
Ian Jones Associate
Chris Kendall Associate
John Landon Associate and SIPP & SSAS Business Development Manager
Andy Leggett Associate and Head of SIPP Business Development
Alison Bairstow SSAS Client Manager
Laura Derry SSAS Client Manager
Mike Ferguson SSAS Client Manager
Rachel Geary SSAS Client Manager
Joanne Hill SSAS Client Manager
Robert Hunschok SSAS Client Manager
Robert Hunter SSAS Client Manager
Lauren Mandley SSAS Client Manager
Mohamed Mansoor SSAS Client Manager
Yvette Porter SSAS Client Manager
Blogs
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A New Year's resolution: be ‘Scam Smart’ in 2019!Two years on from the government’s announcement that it intended to ban pensions cold-calling, the regulations introducing the ban have finally been approved by Parliament, and took effect from 9 January 2019.
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Cascading pension death benefits without the probate waitTucked away in the 2018 Autumn Budget, you’d be forgiven for missing the relatively unnoticed amendment to probate fees. We’ve covered the most pressing matters for clients on the treatment of pension death benefits.
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All change, please! The FCA’s ‘one size fits all’ solution to harmful retirement outcomesIn June, the FCA published their “Retirement Outcomes Review – Final Report”, which followed from the Interim Report they issued last year. Their Report was accompanied by a Consultation Paper, entitled “Proposed changes to our rules and guidance”.
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SSAS and SIPP properties and environmental issues
A look at what needs to be considered before investing in commercial property as part of a SSAS or SIPP scheme.
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The importance of regular drawdown reviews
In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise.
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How employers can use DB SSASs to reward key employees
Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.
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Feb
26
2019
SSAS & SIPP Member Seminar | Nottingham
Every year there are increasing changes to pension legislation, members will need to be ‘in the know’ regarding current pension legislation, whether they are building up their retirement fund, or drawing benefits.
Location: Holiday Inn, Nottingham
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Feb
27
2019
SSAS & SIPP Member Seminar | Bromsgrove
Every year there are increasing changes to pension legislation, members will need to be ‘in the know’ regarding current pension legislation, whether they are building up their retirement fund, or drawing benefits.
Location: Manor Hill House, Bromsgrove
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Mar
5
2019
SSAS & SIPP Adviser Seminar | London
This seminar will provide advisers with a CPD-accredited update of everything in in the world of self-invested pensions, against a backdrop of significant constitutional change within the UK.
Location: Barnett Waddingham, London
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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
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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.
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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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SSAS as an intergenerational planning vehicle
Using pension savings to purchase a commercial property to “leaseback” to a company, is often a useful way to provide that company with a welcome cash injection.
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Using pension savings to avoid future tax liabilities on commercial property
Limited companies may be liable to a Corporation Tax bill when selling commercial property. Similarly, an individual may incur a Capital Gains Tax (CGT) liability on corresponding gains.
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Signatory requirement saves SSAS client from pensions scam
A pension scam warning about how we saved two SSAS clients £100,000 without them doing anything - because our signature was needed to action the transaction.
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Stellar ratings from Moneyfacts for SIPP and SSAS
For another year, both our SSAS and Flexible SIPP have been awarded a five-star rating from Moneyfacts. The ratings reinforce our strong position as a provider of quality services within the self-invested pensions market.
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Sixth year of success for SSAS at the Investment Life & Pensions Moneyfacts Awards
For the sixth consecutive year, we are delighted to have been 'Highly Commended' as Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards.
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Hot off the press: FCA Retirement Outcomes Review
The FCA have today, published the Retirement Outcomes Review: Proposed changes to our rules and guidance, James Jones-Tinsley, self-invested technical specialist, thinks a number of the ‘findings’ are ‘stating the obvious’.