Private — SSAS Partners Hub

SSAS Partners Hub

Everything you need as an SSAS Consultants introducer partner — refer clients, access resources, book consultations and connect with the team.

£500+
Referral fee per successful SSAS, higher fees based on volume
75+
Videos & resources in the library
12–16
Weeks to establish a SSAS
£500k
Annual tax allowable contributions
Quick actions

Your most-used partner tools

Submit a Referral

Refer a business owner and earn £500+ for every successful SSAS.

Submit a referral

Partner Resources

Access your partner resource library — guides, documents and everything you need.

Access resources

Book a Consultation

Schedule a consultation to discuss a client or opportunity.

Book now

Ask a Question

Get in touch with the SSAS Consultants team directly.

Ask a question
Referral programme

Refer a Client & Earn £500+

As an SSAS Consultants partner, you earn a referral fee for every business owner you introduce to us who goes on to successfully establish their SSAS. The standard fee is £500, with higher fees available based on referral volume. We will take great care of every contact you refer — you have our word on that. Once their application is approved and fees are paid, your referral bonus will be sent promptly.

Simple, transparent, and genuinely appreciated.

01
Identify a suitable client
A UK limited company director who could benefit from a SSAS.
02
Submit the referral form
Complete the short form with their details — takes under 2 minutes.
03
We handle everything
We contact your client, guide them through the process and keep you informed.
04
Receive your referral fee
Once their SSAS is established and fees are paid, your bonus is sent promptly.

Submit a Client Referral

Complete the form below to refer a business owner — it takes under 2 minutes.

If the form doesn't load, open it directly here

Partner resources

Your Resource Library

Everything you need to support your clients and grow your referral income — all in one place.

Partner Documents
Client Resources
Book & Schedule
Client Terms of Business
The terms on which we work with our introducer and referral partners. Please read carefully before referring clients.
Download
SSAS Resource Library
More than 75 videos and resources covering everything your clients need to know about SSAS.
Access now
Book a Partner Consultation
Schedule a consultation with your SSAS consultant to discuss a client or opportunity.
Access now
SSAS for Your Business
Our main client-facing page explaining the benefits of SSAS for UK business owners.
Access now
Book a Client Discovery Call
Book a discovery call on behalf of a client — we will take it from there.
Access now
Why we're different

Why your clients are in the best possible hands

There are SSAS administrators. There are SSAS providers. And then there is SSAS Consultants — the only firm in the UK that combines independent specialist expertise with genuine, ongoing strategic guidance.

Our unique SSAS Pathway — end-to-end client support

We are the only firm in the UK that guides clients through every stage of the SSAS journey under one roof: Consultation → Education → Application → Approval → Utilisation. Your client is never left to figure out the next step alone.

Cohesive SSAS & business guidance — joined up, not siloed

A SSAS does not exist in isolation from the business that funds it. We provide genuinely joined-up guidance that connects your client's pension strategy directly to their business planning — something no other SSAS team in the UK offers.

The only independent SSAS Strategy Consultancy in the UK

Every other provider focuses solely on administration. We go further — providing genuine strategic guidance that keeps your SSAS working in step with your business goals, year after year.

Truly independent — not tied to any provider or product

We have no financial incentive to recommend one product, bank, or investment over another. Our advice is always in your client's best interest, full stop.

Time-served specialists who walk with you every step

From the very first question to the day the SSAS is established and beyond, we are there. No hand-offs, no call centres — just consistent, expert support from people who know SSAS inside out.

Four levels of ongoing strategic support

From self-directed Essentials at £25/month to fully supported Bespoke at £500/month — your clients choose the level that fits. No one else in the UK offers this kind of structured, ongoing SSAS strategy service.

Loan-back, property, and investment expertise under one roof

We understand the full breadth of what a SSAS can do — loan-backs, commercial property acquisition, alternative investments, and succession planning — and we help clients use every tool available to them.

Your clients are treated with the same care you would give them

Your reputation matters to us as much as it does to you. Every referral is handled with discretion, expertise, and genuine care — so your clients come back to thank you for the introduction.

Identifying clients

Identifying Suitable Clients

The ideal SSAS candidate is a UK business owner or director who meets one or more of the following criteria:

A limited company director with a profitable business
Looking to build a pension with more flexibility and control
Interested in using pension funds to invest in commercial property
Wants to loan pension funds back to their business
Has an existing pension they wish to consolidate or transfer
Seeking tax-efficient ways to extract value from their business
Refer a client now
Partner education

What is SSAS?

A Small Self-Administered Scheme (SSAS) is a powerful occupational pension exclusively available to UK business owners and directors. Unlike standard pensions, a SSAS gives trustees full control over how the pension fund is invested — including lending money back to the sponsoring employer, purchasing commercial property, and investing in a wide range of assets.

Available exclusively to UK business owners and directors
Full trustee control over investments
Loan back up to 50% of fund value to the sponsoring employer
Purchase commercial property within the pension
HMRC-approved and fully regulated
Significant tax advantages on contributions and growth
Quick actions

Your most-used partner tools

Submit a Referral

Refer a business owner and earn £500+ for every successful SSAS.

Submit a referral

Partner Resources

Access your partner resource library — guides, documents and everything you need.

Access resources

Book a Consultation

Schedule a consultation to discuss a client or opportunity.

Book now

Ask a Question

Get in touch with the SSAS Consultants team directly.

Ask a question

Ready to refer a client?

Submit the referral form above or get in touch with the team directly.