SSAS pensions can feel complicated — and success in business doesn't mean you're also a pensions expert. Here at RC Advisors, we always try to explain even the most complicated aspects of SSAS pensions simply and clearly, without unnecessary jargon, so you and your co-trustees know exactly where you stand.
We also offer two things which are hard to find in the SSAS industry — but we think both are vitally important. The first is trustee training, which is open to anyone with a SSAS, whoever administers it. Secondly our Done-For-You service, where we handle all the details — commercial property transactions of every kind, and more — on your behalf, from start to finish.
Your first hour, on us — no obligation.
RC Advisors works with three groups, each in a different way.
As a trustee, you're personally responsible for understanding your scheme's features and your own duties. Your SSAS pension administrator's job is to run the scheme correctly, not to advise you. Giving advice is a regulated activity most administrators aren't authorised to provide. Thankfully, we can provide training and ongoing support to every SSAS trustee — and it really doesn't matter who administers your scheme.
Refer clients with confidence. RC Advisors works around your existing relationship with your client — branded fact-finds, a straightforward introduction process, and reference materials to help you control the conversation before you refer. Sub-contracting arrangements are also available if you'd like RC Advisors to handle the specialist SSAS work directly, under your engagement.
Click here if you are an accountant
A SSAS is a serious, long-term business planning tool — not a decision to make quickly, or in isolation. We always advise you to speak to your accountant first: they already hold a full picture of your business, tax position and goals, and are best placed to bring RC Advisors in if and when a SSAS deserves proper consideration alongside everything else that matters.
Click here if you are considering establishing a SSAS