A long established engineering Company client traded from premises that were owned personally by two directors. Each director held a small number of insured Personal Pension Plans. Director A wanted to set a firm date for his retirement. Director B wanted to remain in service and continue to drive the Company forward for many years.

One of our existing SSAS Clients had put the premises which his Company traded from on the market. The premises were owned by his SSAS and the objective of the sale was to release funds so that he could take his Pension Commencement Lump Sum and Pension as, now that he was in his 60s, he was planning to wind up his company.