Bulletins

In this section you can find our popular bulletins and news. Written by one of our directors, they cover a whole host of topics and financial and economic issues – not just SSAS (Self Administered Pension Schemes).

Please feel free to comment upon any of the points raised in any of the bulletins and / or news. We would delighted to hear from you and will get back as soon as possible.

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Bulletin 109 – May 2021

In this issue we focus on:

  • We’re back for the first time since July 2020

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Bulletin 108 – July 2020

In this issue we focus on:

  • First a word on the Pandemic

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Bulletin 107 – February 2020

In this issue we focus on:

  • All Change!

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Bulletin 106 – January 2020

In this issue we focus on:

  • 20-20 Vision

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Bulletin 105 – December 2019

In this issue we focus on:

  • Key Tax Planning and Pension Plotting Opportunities

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* Please remember that the opinions expressed in these bulletins and blogs are those of the author and not those of Pensions Management Limited, PML Financial Services Limited or PML Trustees Limited. The material provided is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make (or refrain from making) any decisions. Links to external sites are for information only and do not constitute endorsement. Always obtain independent professional advice appropriate to your own particular circumstances.

  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr M.P.On retirement, I had a mixture of personal pensions, the remains of a final salary pension scheme and a pension fund pot from a Group Money Purchase Scheme. I was uncertain as to what I needed to do and how to go about doing it, which led me to turn PML for honest advice and guidance. PML sorted out my complex pension arrangements.
  • When a Small Self Administered Scheme replaced a SIPPThere are many differences between what a Small Self Administered Scheme (SSAS) and a SIPP are allowed to do. This case study shows how armed with that knowledge we were able to recommend a SSAS as the right and most effective solution to the needs of two of our existing» Read More