SSAS

What is a SSAS?

SSAS — also known as a Small Self Administered Scheme (SSAS) — is a company pension scheme, the members of which are usually directors and key employees of the sponsoring employer.

Whilst subject to the same rules relating to contributions and benefits as a normal company pension scheme, SSAS’ schemes have considerably more flexibility and control over the investment policies and the scheme’s underlying assets.

Other considerations are that only one scheme is permitted per employer, normally the scheme should have less than 12 members and there can be limits on the amount of investment.

If you would like further details please contact us.

SSAS 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.

PENSION ENQUIRY FORM

Your Address

Planning and Retirement

Employment

Existing Pension

Do you currently have a pension provision

Yes

Are you a member of your employers pension scheme?

Yes

Marketing Information

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers and to obtain quotes on your behalf, for example where we are providing you with annuity or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you with details about our services, products, business updates and events. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you:

How should we contact you?

Telephone

Post

Yes please, I'd like to hear about offers and services.

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Please tick this box to confirm you have read and understood our privacy policy.

What is a SSAS?

SSAS — also known as a Small Self Administered Scheme (SSAS) — is a company pension scheme, the members of which are usually directors and key employees of the sponsoring employer.

Other considerations are that only one scheme is permitted per employer, normally the scheme should have less than 12 members and there can be limits on the amount of investment.

If you would like further details please contact us.

SSAS ARE REGULATED BY THE PENSIONS REGULATOR.

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.

PENSION ENQUIRY FORM

Your Address

Planning and Retirement

Employment

Existing Pension

Do you currently have a pension provision

Yes

Are you a member of your employers pension scheme?

Yes

Marketing Information

Sensitive Personal Data

Submit your Information

How should we contact you?

Telephone

Post

Yes please, I'd like to hear about offers and services.

No thanks, I don't want to hear about offers and services.

Please tick this box to confirm you have read and understood our privacy policy.

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Address: Robinson Financial Solutions Ltd, 3 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ

T: 01423 858 770 E: info@r-fs.co.uk

Robinson Financial Solutions Limited is an appointed representative of Tenetconnect Services Limited which is Authorised and Regulated by the Financial Conduct Authority.

Tenetconnect Services Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.

Robinson Financial Solutions Limited is Registered in England and Wales under reference 08739152.

Registered office: 2 Mount Parade, Harrogate, North Yorkshire. HG1 1BX.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.