Taking over a Small Self-Administered Scheme

Taking over a Small Self-Administered Scheme

If you are unhappy with the service and support you receive from your current provider or you feel you are paying too much, you can move to us. Transferring Professional Trustee and Scheme Administrator duties for a SSAS is not a pension transfer. It simply involves replacing these formal roles and notifying the relevant authorities and investment providers. This can reduce the amount of compliance required in moving the scheme.

Costs


Considerable savings can be made by transferring the administration of a SSAS to us.

The charges below are based on the takeover costs for a two member SSAS owning one property and a bank account:

Whitehall Group (UK) LimitedIndustry Average *
Takeover Fee£500 plus VAT£1,666 plus VAT
Annual Fee£800 plus VAT£2,156 plus VAT

* Based on the average headline rates of three of the top SSAS providers in the UK

For full details please see our Fee Schedule.

Contact us to transfer you SSAS 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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