Services Overview

Our services at a glance

We are a highly specialised firm of pension consultants with many years' experience.

We are able to act as the Professional Trustees to your Small Self-Administered Scheme (SSAS) or provide a Self-Invested Personal Pension Plan (SIPP).



Small Self-Administered Pension Scheme

Small Self-Administered Pension Scheme is a special employer-sponsored occupational pension scheme.

Run by a Professional Trustee, together with the scheme members, whom are also trustees, in accordance with legislation and its trust deed and rules.

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Self-Invested Personal Pension Plan

A SIPP is a personal pension plan, which is a long-term investment primarily designed to provide an income for you in retirement.

The self-invested reference is to the SIPP's flexibility for you to be able to make your own investment decisions.

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Latest Article

Important – Reduction of Pensions Lifetime Allowance

If your pension savings are worth – or are likely to be  – more than £1 million you may need to protect your pension savings from the lifetime allowance tax charge. What is the lifetime allowance? The lifetime allowance is the amount of savings you can take from your pension schemes without facing a tax charge. […]