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Small Self-Administered Pensions

Small Self-Administered Pensions

Do you have several pension pots scattered around, and want to bring them together into one place? Is your current scheme quite outdated, limited in benefits or too expensive? Perhaps your scheme is closing, or you want more investment choice. All of these are great reasons to consider a SSAS with Castlegate Pension Administration.

A SSAS is a type of pension which gives you more control over your mixture of investments. It also grants access to a wider range of assets and investment opportunities. This includes permitting borrowing, lending and loan-backs to the employer, usually for commercial property investment.

A SSAS also allows up to 11 “members” (often family members) and business owners to pool their pension funds. Another great advantage of SSAS benefits is that it allows for different generations of a family to be members/benefi ciaries. It can, therefore, be a great tool regarding intergenerational financial planning.

We can provide specialist in-house SSAS administration services, offering the service of Scheme Trustee and/or the scheme’s appointed professional practitioner.

We will guide you through all legislative and regulatory requirements and our administration team will manage your account in full or part to suit your needs, as well as providing their expertise in how the SSAS Pension Scheme can assist with your ever-changing business and personal needs.

Download our SASS Guide

Discover more about our SASS services, the benefits, our team & experience and the reasons to transfer.

Download guide

EXECUTIVE PENSION PLANS ARE REGULATED BY THE PENSIONS REGULATOR

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

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    To find out more about an executive pension plan, speak to an adviser today on 01476 855 585 or book a consultation below.