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SSAS Employer Questionnaire (Scheme Takeover)
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to take over the administration of an existing SSAS.
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to take over the administration of an existing SSAS.
SSAS Employer Questionnaire (New Scheme)
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to establish and administer a new SSAS.
This questionnaire requires to be completed by the employer where they wish to appoint @sipp to establish and administer a new SSAS.
SSAS Member Questionnaire and Trustee Declaration (New Scheme)
This questionnaire requires to be completed and signed by each new SSAS applicant.
This questionnaire requires to be completed and signed by each new SSAS applicant.
SSAS Member Questionnaire (Scheme Takeover)
This questionnaire requires to be completed and signed by existing members where @sipp are to take over the administration of the SSAS.
This questionnaire requires to be completed and signed by existing members where @sipp are to take over the administration of the SSAS.
SSAS Transfer In Form
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SSAS.
This requires to be signed by the Member and gives details of any existing pension policy which the Member wishes to transfer into their SSAS.
SSAS Key Features
This document outlines the main points of the SSAS and should be read in conjunction with the Fee Schedule.
This document outlines the main points of the SSAS and should be read in conjunction with the Fee Schedule.
SSAS Fee Schedule
Fees in connection with the administration of the SSAS and of the investments therein.
Fees in connection with the administration of the SSAS and of the investments therein.
A Guide to Loanback from your SSAS
This guide highlights the requirements and process where a SSAS wishes to make a loan to its sponsoring employer
This guide highlights the requirements and process where a SSAS wishes to make a loan to its sponsoring employer