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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.

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We pride ourselves on providing a high-quality, fixed menu service, so you know exactly what you are paying for year-on-year.

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Current annual fees for a new scheme are:

£1750 + VAT** 

*No additional charge for a new scheme setup
** Scheme takeovers subject to individual quotation
  • 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

* Third party regulatory charges are not included in the fixed price and are the scheme trustees responsbility to pay​

**For any work carried outside the scope of the fixed menu range of services, we currently charge £250 + VAT per hour. We will provide a specific quotation prior to undertaking any work.

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