A SSAS is an occupational scheme with full investment flexibility.

Qualitas SSAS

A full SSAS offering the widest range of investments. A SSAS must be established by a sponsoring employer and an individual trust will be registered with HMRC.

If a client already has a SSAS we can accept a SSAS takeover, this is where we become scheme administrator and trustee of an existing scheme instead of establishing a new scheme.

Directus SSAS

A unique SSAS arrangement offering clients a lower cost SSAS due to a restricted investment list.

Clients can freely switch between a Qualitas SSAS and a Directus SSAS depending on their varying investment needs.

Morgan Lloyd does not accept Unregulated Collective Investment Schemes (UCIS) within the SSAS

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