Admin: 01636 555222 Sales: 01636 555500
GROWN UP PENSIONS
FOR GROWN UP PEOPLE
PENSION PRACTITIONER SERVICES
GIVING YOU
CONTROL & FLEXIBILITY
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We believe in treating you like a grown up, giving you (as a company director) the ability to be in control of your own pension, with added flexibility to make your own informed investment decisions.
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We are a Scheme Practitioner and we SIMPLY support you, to enable you to run and operate your own pension. ensuring you comply with pensions law and deal with matters such as reporting to HMRC.
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We pride ourselves on providing a high-quality level of service with a transparent pricing structure, offering a fixed fee menu of services, so you'll never be surprised by hidden, excessive charges, or interference by a third party.
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WHAT IS A SSAS?
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SSAS stands for Small Self-Administered Scheme and is a particular type of occupational pension scheme designed for directors of limited companies and principal people within that company.
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A SSAS is often used by business owners as a means of tax efficiently saving for retirement, whilst also maintaining control over the use and investment of monies, than is usually the case with other, more restrictive types of pension arrangements.
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A SSAS is often used as much more flexible alternative to a SIPP (Self-Invested Personal Pension), particularly where there is likely to be more than one person saving for retirement.
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Any limited company that is making a profit would want to consider a SSAS.
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WHY CHOOSE US?
FIXED MENU OF SERVICES
FOR A FIXED PRICE
We provide an extensive
fixed menu of services,
for a fixed price,
which means you won't be surprised by excessive annual charges and extra hidden costs.
FAIR & TRANSPARENT
PRICING
We don't believe in charging extortionately for you to run your own scheme with us.
Our setup costs are currently a flat fee of £1750 + VAT*
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*Reviewed annually and published in April each year in line with our Terms of Business.
FACE-TO-FACE
SERVICE
You will deal with a real
life human being.
As part of our service, we offer an annual, face-to-face trustees meeting.
Plus, we have a dedicated
technical helpline number you can call for guidance.
TRUE PRACTITIONER
We simply provide independent management of your SSAS, supporting you to ensure pensions law is complied with.
We don't step the line into investment advice and leave you (and your adviser) to make your own informed investment decisions.
SIMPLE TAKEOVER
We make switching to Simply SSAS simple and free of fuss. We work closely with you to ensure your scheme remains compliant and deal with matters such as reporting to HMRC.
Scheme takeovers are £1750 + VAT for the same fixed menu of services.
SLICK ADMIN
We have invested heavily in our IT and administrative processes to ensure your scheme is run effectively and efficiently year-on-year.
We work closely with you and your adviser to provide the administrative support required for the successful running of your scheme.
