SSAS Pension Annual Reviews and Video Calls

If you didn’t get the chance to E-Meet with us when we first established you or your clients’ scheme, then not to worry, we are offering you the opportunity to have a video call with our experts that deal with your scheme on a day to day basis.

We can discuss what has happened within the scheme over the last 12 months including any growth or losses, any issues we may have faced and how they have been dealt with, and what you or your clients’ short, and long term, goals are for the pension scheme.

We’ll aim to arrange a review with you around the anniversary of when the scheme was first established. However, if you’d like to arrange a video call sooner, feel free to request a video call by contacting us

SHARING IS CARING


Myth Buster

A state pension will be enough to support me in retirement.

Bust that myth…

Get in touch

We invite professional advisers and business owners to get in touch to discuss how we can help you and your clients.