When looking at self administered pensions, every case is different. Our knowledgeable and friendly financial advisers will obtain full details of your circumstances and objectives before making appropriate recommendations.
Small Self Administered Pension Schemes (SSAS)
This type of pension allows 12 or fewer individuals (typically the directors and officers of the principal employer) to invest in a wide range of different asset classes, including the members’ own business.
This investment freedom has allowed many clients to use their pension funds to help their businesses grow as well as providing securely for their retirement. Assets held within a pension fund are treated favourably for tax purposes, adding another attraction to holding business assets, such as commercial property, within this type of scheme. Read more in this guide to Small Self Administered Pension Schemes.
Self Invested Pension Plan (SIPP)
Some clients wish to have a greater say in where their pension funds are invested, and use a Self Invested Pension Plan (SIPP) to purchase assets such as individual Stocks & Shares, which cannot be bought using a conventional pension plan.
Contact us now to arrange your free initial meeting.
The value of investments are directly linked to the performance of the fund selected and may fall as well as rise, meaning that you may get back less than the full amount invested.