Welcome to our Introducer Area

Welcome to our Introducer 2024 Area

As Independent SSAS Consultants, we work with Introducers all across the UK.

Most of our new business is generated by referral from either our trusted Introducers or indeed from our existing SSAS clients. We really value our close relationships with our Introdcuers and try to support our network in any way that we can.

This page / resource has been created to give you as much help and support as possible via this website, to allow you to provide your clients and associates with SSAS information and access to engage with us

Who are we

As Independent SSAS Consultants, we work with various SSAS Professionals, SSAS Providers, Trustees, Administrators, Advisers and Technical experts and bring a whole range of resources and help together to make this process as simple as possible for our clients and their associates. We have many years of experience in the financial services sector, having advised and guided Business and Corporate clients with complex and effective solutions.


The brief content here in our website is intended as a starting point to help you understand what SSAS is and how it can work for you. You can engage with us using our very simple three step process below.


SSAS Consultation is not a sales process and you are welcome to ask as many questions as you need to. There is never any compulsion or pressure to proceed with SSAS. We will be delighted to discuss all aspects of SSAS with you. To streamline that process for you, we have created our 3 step approach to getting started which will help you to get the best help and information in your own time and then engage with us when you are ready.




Our SSAS Administrator Partners

HMRC Approved Tax Wrapper

As an HMRC approved Pension scheme, SSAS enjoys a tax-free environment for Corporation Tax, Capital gains Tax, Income Tax and Inheritance Tax. Each SSAS must be pre-approved and registered with HMRC.

Who does SSAS suit?

All UK Business owners, Limited Companies, LLP, & Partnerships & Scottish Partnerships. See our summary below which covers a range of some of the typical users of SSAS

What is SSAS?

SSAS – an incredibly well kept secret. Established in the UK In 1973, SSAS (Small Self Administered Scheme) is an Occupational type pension scheme (OPS), designed specifically for businesses and their owners and directors.

SSAS offers far more flexibility and a wider range of benefits and options than any other UK pension.

SSAS allows business owners to use their pension plans and business in tandem to create robust long-term strategies for their pension, their business and their family.

Sample SSAS benefits

  • Ability to contribute up to £500k per annum tax allowably from your business to your SSAS pension
  • Creating an enduring tax efficient family trust of up to 11 members
  • Ability to lend up to 50% of the monies from your SSAS to your business for any commercial use
  • Ability to lend up to 100% of the monies from your SSAS to a third party unconnected business
  • Purchase / ownership of commercial property and land directly within a SSAS

Don’t be confused

Don’t be confused or miss out on understanding the very real benefits of SSAS, simply by misunderstanding the differences between SSAS and SIPP. Many people, Professional Advisers included, are often confused and unaware of the very real and distinct differences between SSAS and SIPP. They are absolutely not the same, and most certainly do not create the same outcomes. We will be happy to provide clarity on the generic structural and practical differences between SSAS & SIPP




SSAS is an Occupational Pension Scheme type, intended for UK Business Owners.

Our guidance is provided to the Sponsoring / Participating Employer. We are not Financial Advisers.

SSAS is not a personal financial advisory process.

SSAS is regulated by The Pension Regulator (TPR).

SSAS Rules are determined by HMRC.

Each SSAS is individually approved by HMRC.

SSAS is a Member Directed Pension type.

Not every SSAS application will be approved by HMRC, at their discretion.

Set up fees are chargeable for the submission of a SSAS application to HMRC.

SSAS rules may be subject to change by HMRC at any time.

Taxation rates and allowances may also be subject to change at any time.

SSAS Pension is not a product that is regulated by The Financial Conduct Authority (FCA) as SSAS is an Occupational Pension type and is not a Retail / Personal scheme type.

Investments within a SSAS may be regulated by the FCA depending on the SSAS Members / member Trustees own investment choices.

Neither SSAS Consultants nor the SSAS Administrators and Trustees that we work with are regulated to provide FCA regulated Investment or any form of Pension Transfer Financial Advice and do not imply that we can.

You should consider taking Independent Financial Advice regarding any pension plans that you might have currently, before considering them to be used or transferred to any other pension arrangement.

We have no mandate, influence, control, ownership or interest in the choice of investments within any SSAS.

Neither are we Chartered Tax Advisers, Specialist Pension Solicitors or Pension Technical experts however we consult with all of these specialists and will be happy to introduce you to these Professionals and processes as appropriate and with your consent.