SSAS

We recognise the value of Small Self Administered Schemes (SSAS) in retirement planning. Talbot and Muir, who are part of the Nucleus group, provide a SSAS with a high level of personal service, competitive fee scale, as well as a wide range of investment options.

Your key questions answered

SSASs are a type of pension designed to allow a small number of senior staff in a company to build up a pension fund.

While SIPPs have grabbed 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 of pension assets for business owners and key executives.

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. The Talbot and Muir SSAS team are experts in this field and provide a valuable service to advisers and their clients.

Schedule of fees and services

Fees and available services for the Talbot and Muir SSAS are set out in the Schedule of Fees document, the below link will take you to Talbot and Muir’s website to view.

Schedule of fees

Learn more about SSAS

Visit our technical information page to learn more about how a SSAS operates and key technical information you'll need to know.

Visit our SSAS technical web page

Free SSAS reviews

It’s important to make sure that SSASs are correctly administered to avoid potential fines and de-registration of a scheme in the event that the current Scheme Administrator is not deemed ‘Fit and Proper’ by HMRC.

Talbot and Muir undertake a no obligation and fee free service to review an existing scheme with another administrator. To book an appointment, contact 0115 841 5000 where the New Business team will be happy to help.