Downloads

In this section we have included some documents that you might find useful to download and keep, including our Terms of Business for PML Financial Services.

We will be adding new documents from time to time, so do keep popping back to see what’s here.

If you have any questions about the content of these downloads, or require any clarification, please contact us.

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  • 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 A.W.Gay Nebel at PML has been my pension adviser for many years. Initially she was my adviser when my fund was with another company. When she moved to PML, I moved my fund there as I wanted Gay to continue to look after it. PML are helpful, approachable and knowledgeable.
  • How a SSAS helped a business to expandOur client wanted to expand The opportunity arose for our client to acquire and develop a plot of land adjacent to their business premises.  This coincided with an ambition to purchase an expensive item of machinery to assist in the Company’s ambitions to expand. The Company had insufficient funds to do» Read More