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.