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Takeover Service: Transfer Your SSAS |
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Pension Practitioner .Com offers a SSAS transfer service which is simple, fast and efficient. Why transfer your SSAS to us ? Your SSAS costs will be fixed in advance for the year Meetings and SSAS guidance forms part of the administration service to you The investment of your money will be left to you, we will handle all your SSAS's administration You are not tied into us and there are no exit costs We will help you get the most out of your SSAS as we are SSAS experts You will have on line access to the work we carry out for you Phone calls to us cost you nothing We will go the extra mile to help you maximise the benefits of your SSAS
What happens once you transfer ? We will ensure that only you the trustees are signatories to the accounts and investments We will ensure that the former Pensioneer Trustee is removed from all investments, including property HMRC and the Pensions Regulator will be advised of the changes, including all the investment managers A trustees report will be sent to you on completion of the takeover, this gives comprehensive information on the changes that have been made A dedicated and experienced consultant will look after your scheme On anniversay, you will receive an annual report, which will summarise the activities on your scheme, it will contain benefit statements and retirement forecast specific to each member You will not receive any invoice until the transfer is completed to your satisfaction
Only Pension Practitoner .Com provides an on-line application to transfer your SSAS, which is short and simple to compete. If you wish to reduce costs, simplify your administration and get a great service email us at
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or call us on freephone 0800 634 4862
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