Small Self-Administered Schemes 

Our document download area is here to help those considering setting up a SSAS or those with an existing SSAS.

Should you have any queries, existing clients should call their client manager. For any new business enquiries, please call us on 0333 11 11 222 or complete an enquiry form.

Guides

• What is a SSAS and why use one?
• Key information
• Setting up a SSAS
• SSAS member guide
• The role of a trustee
• SSAS investments
• SSAS Allowable Investment Schedule
• Property purchase guidance
• Authorised employer loans
• Role of the Scheme Administrator

• New scheme information
• Initial take over form
• Sponsoring employer information
• Transfer-in
• Expression of wishes
• Member's list of dependants
• Personal Information form

• Flexi-access drawdown
• Uncrystallised Funds Pension Lump Sum (UFPLS)
• Taxation of pension death benefits