Small Self-Administered Schemes literature

Our document download area is here to help those considering setting up a SSAS or those with an existing SSAS.

Should you have any queries, existing clients should call their client manager. For any new business enquiries, please call us on 0333 11 11 222 or complete an enquiry form.

Guides

• What is a SSAS and why use one?
• Key information
• Setting up a SSAS
• The role of a trustee
• SSAS investments
• SSAS allowable investment schedule
• Property purchase FAQS
• Property purchase guidance
• Authorised employer loans
• Role of the scheme administrator
• SSAS fee schedules
• How to decide benefits on death

• New scheme information
• Initial takeover form
• Sponsoring employer information
• Transfer-in
• Expression of wishes
• Member's list of dependants
• Personal information form