Small Self-Administered Schemes

Actuary and Scheme Practitioner to more than 40 Small Self-Administered Schemes.
While not formally taking on the role of Scheme Administrator we provide all background administration and advice regarding compliance with legislation.

Provision of Relevant Certificates.
Certifying Standard Lifetime Allowance (SLA) headroom in respect of Benefit Crystallisation Events (BCEs) such as commencing drawdown

Advising Trustees.
In respect of scheme borrowing headroom, Principal Employer loan backs, permissible investments and compliance with current legislation

Acting as Professional Trustee.
It is now a requirement of some banks and financial institutions that SSASs have a Professional Trustee. We act in this capacity if required for our schemes.

Sandra is our 'go-to' choice of actuary. Helpful, knowledgeable and thoroughly professional, we wouldn't hesitate to recommend her work.

Stuart Hunter Macnabs Solicitors
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7 Cherry Court, Cavalry Park, Peebles, EH45 9BU
DX 540974 PEEBLES.
Tel: 01721 723564. Fax: 0870 1671944
Registered Number SC236975 (Scotland)

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