Downloads

We have designed these forms in plain English as far as possible, with the minimum of confusing pension-speak.
 

Forms for setting up a new SSAS. Please download, complete and return:

SSAS Brochure (for information only)

SSAS Set up brochure (for information only)

SSAS Application form

SSAS Member questionnaire

Fee Agreement

SSASs require a bank account and we have a good relationship with specialist pension banking providers.   If you wish to use your current bank for your SSAS thats no problem, we can liaise with them directly. 

 

Forms for taking over your SSAS from your current provider.  Please download, complete and return:

SSAS Brochure (for information only)

SSAS take-over brochure (for information only)

SSAS Take-over letter

Fee Agreement

 

If you require any pension policies to be transferred into your SSAS please let us know straight away.  Please return the forms by email info@ssaspractitioner.com or post to:

SSAS Practitioner.com
Knighton Place
72 South Knighton Road
Leicester
LE2 3LP

and we will get your SSAS set up or taken over as quickly and as stress-free as possible.
                                                                                                                                                                               

Alternatively, If you would like us to take over or set up your scheme without initially completing the above forms please complete our General Enquiry form and we will contact you within two business days.
 

Relevant pages that may be of use:

How excessive charges erode the value of your SSAS - Effect of excessive charges

Permitted SSAS investments

SSAS charges - comparisons

 

Please note that a SSAS may not be suitable for your needs.  For a no-obligation discussion please call us on 0800 112 3750.