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 Technical bulletins


We offer a specific technical service through a dedicated team.
As well as providing feasibility and proposition studies for potential cases, we can also help with matters relating to which asset types can be accepted into our SIPP and SSAS vehicles, the investment acceptance process, the transfer of assets from other provider schemes as well as matters relating to lifetime, annual and tapered allowance issues.
We have a dedicated technical mailbox - - and also publish technical guides from time to time. 

Please read our technical bulletins:


January 2018 - Revenue Scotland confirms tax ruling for transfer of property in-specie between pension schemes

December 2017 - Adviser due diligence

November 2017 - Scheme borrowing


October 2017 - Potential delays to transfers

September 2017 - Lifetime Allowance scheduled changes

June 2017 - SSAS registration process - current and future

May 2017 - Commercial property EPC ratings

April 2017 - Strong demand for bespoke SIPPs




01483 521521