Mr T. E.

PML act as Independent Trustee for our SSAS and provide investment advice of all types, ensuring compliance with all legislation that is relevant to the scheme. They also prepare accounts in the required format and hold regular and timely reviews on the scheme, so we always know what is happening and how we should move forwards.

Our experiences with PML have always been positive and we have the utmost confidence in all the services they provide.

We have never had any reason to consider a competitor and cannot foresee any reason why this position should change. Indeed we have recommended PML’s services to several friends who have also been satisfied with the quality of service and the results.

0 comments on “Mr T. E.
  • 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.
  • SSAS – A solution to a business succession problemTwo directors with different goals A long established engineering Company client of ours 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» Read More