top of page
Admin: 01636 555222 Sales: 01636 555500
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.
​
We pride ourselves on providing a high-quality, fixed menu service, so you know exactly what you are paying for year-on-year.
​
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.
​
**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.
bottom of page