Since our business was formed in the early '80s we have been providing bespoke SSAS pension advice throughout Leicester

We provide the initial planning, documentation, registration and Trustee services to create a SSAS, under our SSAS Focus Service.

Once a SSAS pension has been set up, or team will continue with a rounded service in terms of administration, ongoing maintenance and consultancy.

There is also the added advantage of allowing members to join together with David Booler Trustees Limited, as Trustees of their own plan. This allows us to build a SSAS pension specifically tailored to your members instead of trying to make your requirements fit within an ‘off the shelf’ contract.

Included in our standard SSAS annual service fees are the following;

Personal Support

  • Financial Planner: Annual Review meetings and ongoing technical advice
  • SSAS Account Executive: Ongoing SSAS maintenance

 

Administration and Compliance Duties

  • Provision of Trust Deed and Scheme Rules – fully compliant with the Revenue requirements
  • Initial and ongoing funding calculations
  • Scheme Registration Services
  • Record keeping Statutory returns (e.g. ongoing Data Protection notification)

  • HMRC requirements for submission of information (e.g. event reporting)
  • In-house banking facilities and specialist investment advice
  • Retirement planning

With long term experience in providing Small Self-Administered Schemes, we are confident our approach will continue to appeal to those seeking a more personalised and focused pension arrangement. This is true whether you are considering a member directed pension scheme for the first time, or if you are looking for your existing scheme to be managed by a firm with the professional expertise to do so.

We have been providing SSAS pension advice in Leicester and the surrounding areas for over 30 years and would love to hear from you if you wish to discuss your own situation.