Your SSAS Control Centre
Everything you need to manage, monitor and grow your SSAS — all in one place. Contacts, resources, tools and next steps.
Your most-used tools & links
Access Your SSAS Resources
Log in to your SSAS member portal to access your resources, documents and course content.
Access your SSAS resourcesTest Your SSAS Knowledge
Take the SSAS knowledge assessment to see how well you understand your scheme.
Take the knowledge testBook a Progress Consultation
Schedule a full progress consultation with your SSAS consultant to review your scheme and strategy.
Book a progress consultationUpgrade My Support Level
Upgrade your SSAS support package to access enhanced consultancy, guidance and member benefits.
Upgrade my support levelOpportunity Sharing Engagement
Register your interest in our opportunity sharing programme for SSAS members.
Register your interest in opportunity sharingYour Strategy
Strategic Guidance Summary
Your SSAS is only as powerful as the strategy behind it. As a member, you have access to the UK's only independent SSAS Strategy Consultancy — giving you expert guidance, a structured implementation roadmap, and ongoing support to make the most of your scheme.
Strategy & Planning
Structured consultancy sessions to define your SSAS investment strategy, contribution planning, and long-term objectives.
Implementation Support
Hands-on guidance through loan backs, property purchases, connected party transactions, and HMRC compliance at every step.
Ongoing Membership
Four membership tiers from £25/month — including app access, resource library, consultation calls, and 1:1 strategy meetings.
Your SSAS administrator
The people who look after your SSAS — and how to reach them.
Your SSAS Banking
Your SSAS bank account will be opened by your SSAS Administrator once HMRC approval is received. The following banking options are available:
Access your Cater Allen SSAS bank account online.
Online banking
Access your Metro Bank SSAS bank account online.
Online banking
Business savings and banking for established businesses.
Visit Allica BankSSAS Cash Management — Insignis Cash
Insignis Cash provides access to a range of competitive cash deposit rates for your SSAS, helping you maximise returns on cash held within the scheme.
Access your SSAS client portal
Access your SSAS client portal here and see copies of agreements, documents, invoices, quotes and so on.
Opportunity Sharing Engagement
As a member of the SSAS Consultants community, you have access to our exclusive opportunity sharing programme. This brings together SSAS members to share and collaborate on investment opportunities — from commercial property and loan backs to business ventures and joint ventures. Register your interest below to be kept informed of opportunities as they arise.
Register your interestAdditional Member Benefits
As part of your Membership with us, we provide you with free access to these additional resources:
Access for you and your family to speak with a GP 24/7.
Access a GP 24/7 here
Brilliant solutions for real business issues.
Access business help hereRefer a Friend & earn £500
If you know a business owner who could benefit from expert SSAS guidance, we will take great care of them — you have our word on that. As a thank you for your trust in us, you will receive a £500 referral fee for every successful SSAS application. Once their application is approved and fees are paid, your referral bonus will be sent promptly.
Simple, transparent, and genuinely appreciated.
Refer a contactTerms of Business
Our Terms of Business set out the basis on which we work with you. Please read them carefully.
Download Terms of BusinessYour most-used tools & links
Access Your SSAS Resources
Log in to your SSAS member portal to access your resources, documents and course content.
Access your SSAS resourcesTest Your SSAS Knowledge
Take the SSAS knowledge assessment to see how well you understand your scheme.
Take the knowledge testBook a Progress Consultation
Schedule a full progress consultation with your SSAS consultant to review your scheme and strategy.
Book a progress consultationUpgrade My Support Level
Upgrade your SSAS support package to access enhanced consultancy, guidance and member benefits.
Upgrade my support levelOpportunity Sharing Engagement
Register your interest in our opportunity sharing programme for SSAS members.
Register your interest in opportunity sharing