We look after your pension needs allowing you to do what you do best.
A wide range of investment opportunities are available to the Trustees. It is this flexibility that allows the SSAS to be part of your corporate strategy, as well as providing the returns for your retirement. All scheme investments are subject to a full technical approval process to ensure that they are fully compliant with legislative and tax regulations.
Investment opportunities include:
Please note that this is not an exhaustive list of investments and if you would like us to review an investment not listed or have any queries on the investments stated above please contact us.
Prohibited (tangible moveable) investments:
For any type of investment, financial advice should be sought as to its suitability to the member and the associated pension scheme.
|BASIC SSAS||FULL SSAS|
|Brand name – Directus||Brand name – Qualitas|
|Individual Trust Deed & Rules executed for each client||Individual Trust Deed & Rules executed for each client.|
|Rules allow for wide investment powers, but actual investments allowable are restricted in the Administration Agreement||Rules allow for the widest possible investment powers.|
|Basic fees to be charged||Full SSAS fees to be charged|
This information reflects the regulatory and taxation situation as it affects pensions at the time of publication in April 2017 and is provided to the best of our knowledge. It is not a complete representation of the pensions legislator landscape and is for guidance and information purposes only. We cannot be held responsible for any errors, omissions or subsequent legislative changes.
For further information on your pension scheme administered by Morgan Lloyd, or any enquiry, please do not hesitate to call and one of our team members will be happy to helpView more