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Technical.

With eleven Pension Consultants offering nearly 300 years
of combined experience, we can provide you with extensive
technical information on our SIPP and SSAS products.

Here to help.

If you’re confused by rules surrounding contributions, want retirement options explained, or are searching for the latest GAD rates, then we can help. Just click on the boxes below for more information.

If you need further assistance you can always contact one of our Pension Consultants on 01483 521521.

Contributions

Contributions

A guide to permitted contribution allowances, lifetime allowance protections, and tax relief.

Current interest rates

Current interest rates

See the latest rates with our default bank account.

Retirement options

Retirement options

We explain the options available at retirement – including Capped Drawdown, Flexi-access Drawdown, UPFLS and phased benefits.

Death benefits

Death benefits

Find out how your client’s fund is treated depending on their age and whether they had started taking benefits.

Taxable property

Taxable property

Apart from some very specific exceptions, SIPPs and SSASs are not permitted to invest in taxable property, directly or indirectly.

Unauthorised payment

Unauthorised payment

A payment by a SIPP or SSAS that is not an 'authorised payment' is an 'unauthorised payment' and is likely to give rise to tax charges.

Our technical service

Our technical service

Use our knowledge and expertise. We have a dedicated technical email for SIPP and SSAS issues.

Case studies to bring pensions to life

Case studies to bring pensions to life

A range of case studies to illustrate specific SIPP and SSAS scenarios.

Our structure

Our structure

Read about our ownership structures and how they apply to SIPP and SSAS schemes.

01483 521521