SSAS can feel complicated — and you're not expected to be a pensions expert. Here at RC Advisors, we always try to explain things clearly, without unnecessary jargon, so you and your co-trustees know exactly where you stand.
Two things you won't find everywhere (but we think are vitally important): trustee training open to any SSAS, whoever administers it, and a Done-For-You service where we handle the detail — commercial property transactions of every kind, and more — properly, start to finish.
Your first hour, on us — no obligation.
RC Advisors works with three groups, each in a different way.
It doesn't matter who administers your scheme. As a trustee, you're personally responsible for understanding your scheme's features and your own duties — an administrator's job is to run the scheme correctly, not to advise you: giving that kind of advice is a regulated activity most administrators aren't authorised for. Training and ongoing support are available to every SSAS trustee, whoever administers your scheme.
Refer clients with confidence. RC Advisors works around your existing relationship with your client — branded fact-finds, a straightforward introduction process, and reference materials to help you have the conversation before you refer. Sub-contracting arrangements are also available if you'd like RC Advisors to handle the specialist SSAS work directly, under your engagement.
Click here if you are an accountant
A SSAS is a serious, long-term business planning tool — not a decision to make quickly, or in isolation. Speak to your accountant first: they already hold a full picture of your business, tax position and goals, and are best placed to bring RC Advisors in when a SSAS deserves proper consideration alongside everything else that matters.
Click here if you are considering establishing a SSAS