Products and Services

Our services

The core of what we do for SSAS trustees, whoever administers your scheme.

Considered, carefully-planned establishment of new schemes, always via an introduction from your accountant.

Structural planning and implementation, managed end-to-end, for the transactions your scheme actually needs done.

Trustees can change who administers their scheme. If you're considering a move, this is where to start.

Practical reference documents — checklists, templates and guidance notes — to use alongside your scheme's own paperwork.

Jargon-free training covering your duties and the decisions you'll face, open to any SSAS trustee.

Free training covers what a trustee is responsible for. Masterclasses go further — specific technical depth on what a scheme can actually do.

Split-use buildings, leasing back to a sponsoring employer, and what each arrangement requires. Coming soon.

Real scenarios where trustee duties get tested in practice, beyond the essentials in the free training. Coming soon.

Getting contributions in correctly — from the member, the employer, or as an asset rather than cash. Coming soon.

Bringing an existing defined benefit or defined contribution pension into your SSAS. Coming soon.

This is general information, not personalised advice for your scheme.