fbpx
Facebook Twitter Linkedin
Menu

Open a SSAS online

Your SSAS pension journey starts here…

So you’ve decided you want to establish a SSAS pension? Great, we are on hand to help you through the process. On this page you’ll find the information you need to know and the initial application form to get the ball rolling. 

What you need to know

  • SSAS Establishment £3,000 plus VAT

    Our SSAS establishment fee includes understanding your objectives, identifying suitable SSAS Trustees, SSAS establishment with HMRC. Fee is paid by the pension scheme, £500 is due once the scheme is established and £2,000 is due 12 months from the date of establishment and subject to your satisfaction. Fees taken from pension.

  • Annual administration from £600 p.a. plus VAT

    The annual charges vary depending on a number of factors including the number of members of the SSAS and the investment plans within the scheme, annual fees start from £600 per year. This annual fee includes ongoing advice on structuring of investments within your SSAS, annual performance review of your SSAS, filing necessary returns for the SSAS. Fees taken from pension.

Your SSAS application

Below you find our initial SSAS application form, this outlines all the information we will need from you in order to establish your SSAS pension scheme. Please provide as much information as you can but if there is something you do not have to hand this can be provided at a later date. Once we receive your application it will be reviewed by one of our SSAS advisors who will then touch base with you to confirm receipt of your application and discuss the next steps.