Modular iPlan
iSIPP
Wrap
IPS
Partnership SIPP
Private Client SIPP
SSAS

Our most popular SSAS documents

dark blue document icon

SSAS Charges Schedule

A table of our charges for administering the product.

 

dark blue document icon

SSAS Permitted Investments List

A list of the types of investment options available within the product.

dark blue document icon

SSAS Commercial Property Purchase and Maintenance Guide

A guide to the process of purchasing and administering a property held within the product.

dark blue document icon

Accessing your Pension Guide

A summary of the available options and risks applicable to withdrawing money from your pension.

Product information

blue literature iconSSAS Charges Schedule

blue literature iconSSAS Permitted Investments List

Investing in Commercial Property

blue literature iconSSAS Commercial Property Purchase and Maintenance Guide

blue literature iconSSAS Commercial Property Questionnaire

blue literature iconSSAS Property Management Resolution

blue literature iconSSAS Property Resolution

blue literature iconSSAS Property Information Form: Tax Year 2018/19

blue literature iconSSAS Property Information Form Q&A

blue literature iconCommercial Property Works Guide

blue literature iconCommercial Property Disposals Guide

Topping up Specialist Investments

blue literature iconSpecialist Investments (Non-Standard Investments) Guide

blue literature iconUnquoted Shares Guidelines

blue literature iconSSAS Unquoted Shares Resolution

blue literature iconSSAS Unquoted Shares Questionnaire

Taking money out

blue literature iconSSAS Benefit Payment Form for Capped or Flexi-access Drawdown

blue literature iconSSAS Benefit Payment Form for UFPLS

blue literature iconAnnuity Open Market Option Request Form

blue literature iconTransferring out / winding up your SSAS pension scheme

blue literature iconMoney Advice Service Brochure

blue literature iconAccessing your Pension Guide

blue literature iconScam Proof your Savings Guide

General guides and policies

blue literature iconGuide to Investment Risk

blue literature iconConflicts of Interest Policy

blue literature iconGuide to our Complaint Procedure

blue literature iconPower of Attorney Registration Form

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).