SSAS key questions answered
Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of what a SSAS is, how a SSAS compares to a SIPP and what investment opportunities are available in a SSAS in Professional Paraplanner.
SSAS Stronger Together
While SIPPs have grabbed all the headlines in recent years, SSAS options have been around for over 30 years and remain an invaluable form of pension planning. They have some advantages over SIPPs, including the ability to make loans to the employer company and the grouping together of pension assets for business owners and key executives.
Curtis Banks recognise the value of SSASs and operate their SSAS products to the same high standard as SIPPs, with many of the features of their SIPP product. These include online reporting, secure messaging services, a high level of personal service and a competitive fee scale. Our experienced team ensures that our SSASs are well-run and good value for money.
With the increased maturity of the SSAS market, issues such as suitability of investments, benefit drawdown, scheme membership and succession planning need to be kept under continual review. We are experts in this field and provide a valuable service to our SSAS clients and their advisers.
While it is rare for a new SSAS to be set up, the established SSAS market is large and Curtis Banks are pleased to take over the administration of an existing SSAS.