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 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 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