Our Role

We are a specialist independent trustee company and as such our role is critical to the success of a scheme. SSASs are complex pension vehicles and our involvement ensures that members achieve their objectives without falling foul of pensions and tax legislation.

Our key functions include the following:

  • Establishing the SSAS and effecting any changes or amendments to the scheme.
  • Registering the scheme with HMRC.
  • Establishing and maintaining the scheme bank account.
  • Administering the scheme and its investments.
  • Technical support concerning all aspects of the scheme and its administration.
  • Recording all scheme transactions and investments, to enable the production of asset statements for the fund as well as details of how the scheme is allocated between its members.
  • Determining and arranging payment of Member Benefits and Death Benefits.

Ultimately, our role is to deliver a pension vehicle which enables our clients to achieve their personal and business objectives.