Case Studies

SSAS – A solution to a business succession problem

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.

Setting up a SSAS (Small Self Administered Scheme) to buy commercial property

Pensions Cold Calling

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.

  • 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 D.B.PML always puts my interests first. Being a fairly cynical type, I have not always found it easy to be convinced that the pension adviser I am talking to for advice and guidance is genuinely prepared to put my interests before his own potential earnings from commission!
  • How we work closely with Financial Advisers (Part 2)A Financial Adviser had a client with insured pension arrangements of various amounts, including an arrangement with guaranteed annuity rates. The client wished to use his pension arrangements to purchase a commercial property that was owned by the sponsoring employer. Not surprisingly the Financial Adviser did not want to lose the» Read More