SSAS literature library
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 0344 443 0200 or complete an enquiry form.
Guides
- What is a SSAS and why use one?
- Key information - Barnett Waddingham SSAS
- SSAS services and fees - 1 June 2018
- Setting up a SSAS
- SSAS member guide
- The role of a trustee
- SSAS investments
- Property purchase guidance
- Authorised employer loans
Forms
- Initial take over form
- Member information
- Sponsoring employer information
- Beneficiary information
- Trustee information
- Transfer-in
- Expression of wishes
- Member's list of dependants
- New scheme information
- Personal information form
Briefings
- Flexi-access drawdown
- Uncrystallised Funds Pension Lump Sum (UFPLS)
- Taxation of pension death benefits
Contact us
Should you have any queries, existing clients should call their Client Manager. For any new business enquiries, please call us on 0344 443 0200 or complete an enquiry form.
