Converting an Executive Pension Plan to a Small Self-Administered Scheme

Converting an Executive Pension Plan to a Small Self-Administered Scheme

In some circumstances we can convert an Executive Pension Plan (EPP) to a SSAS opening up the investment opportunities offered through a SSAS. This process is not a pension transfer and is purely a replacement of the Professional Trustee and Scheme Administrator roles whilst adopting some new Scheme Rules. Where a member has protected tax free cash, they would retain this unlike a pension transfer.

Costs


Our fee to convert an EPP to a SSAS is £500 plus VAT.

Our ongoing annual fee is charged in arrears at the scheme anniversary and the cost is as set out in our Fee Schedule.

Contact us to convert your EPP Get in Touch

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Whitehall Group (UK) Limited
Warth Business Centre,
Warth Road,
Bury, BL9 9TB
03302 232 300
enquiries@whitehallgroup.co.uk

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