Do I need an Independent Trustee?

As Independent Trustee we provide essential guidance to help you make the most of your SSAS, free of any day to day involvement in pension scheme matters.  We undertake all reports to the Pensions Regulator when required. Our familiarity with the regulations means that you can fulfill your role as a Pension Fund Trustee without formal training.

An independent Pension Fund Trustee is not a legal requirement but is most advisable as we would like you to run your businesses as usual without the added burden of a role of which you are not familiar with.

Contact us for more about Independent Trustees.

0 comments on “Do I need an Independent Trustee?
  • 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 C.CPML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.
  • How we work closely with Financial Advisers (Part 1)At Pensions Management Limited, we often work with a client's Financial Adviser. Such cases usually involve us in: providing good administration, commercial property purchase, flexible use of options or just listening and talking about possible options and alternatives. We have always prided ourselves in being approachable. A Financial Adviser asked us to» Read More