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MENU OF SERVICES

Excessive costs to run your SSAS can have a negative impact on your pension fund; that is why we insist on charging fairly for the services we provide to our clients.

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We pride ourselves on providing a high-quality, fixed menu service, so you know exactly what you are paying for year-on-year.

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We charge the same price for setup of new schemes and scheme takeovers from existing providers, which is currently:

£1750 + VAT 

SETUP COST*
*Reviewed annually and published in April each year in line with our terms of business
  • Face-to-face (where possible) annual trustees meeting
  • Production of new scheme documentation
  • Up to 2 members included in the scheme
  • Access to a technical support team
  • Record keeping
  • Annual scheme summary report
  • All ongoing liaison with HMRC, event reporting, submitting annual Pension Scheme Return
  • Preparation of documents for HMRC
  • Access to a panel of trusted advisers
  • Scheme registration with HMRC
  • Collation of data for arranging transfers into the SSAS
  • Registration with The Pensions Regulator (TPR) if applicable
  • Registration with ICO & subsequent annual renewal

*​Registration and renewal fees are not included in the fixed price and are the Scheme Trustees responsibility to pay.

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**For any work carried outside the scope of the fixed menu, we currently charge £250 + VAT per hour. We will provide a specific quotation prior to undertaking any work.

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