Alltrust SSAS

The Alltrust SSAS is a standalone occupational pension scheme designed for small groups of individuals who wish to have control over their investment and retirement options.

The SSAS will be sponsored by an employer. This Sponsoring Employer will normally employ at least one of the members of the pension scheme and has certain powers and responsibilities in relation to the scheme.

The Alltrust SSAS is designed for those looking at more complex investment options, such as commercial property, or for those looking at a diverse range of investments. We can also accommodate the more complex areas of investment as well, such as shared ownership of property with other parties (including non-pension parties), property development and loans to the Sponsoring Employer (which are subject to strict criteria).

Financial Advice

SSASs are complex and we believe individuals, and the employer, require professional financial advice before proceeding with the establishment of a SSAS. We cannot and do not offer financial or investment advice ourselves, and individuals leave themselves exposed to serious financial risk if they do not receive expert guidance.

Your financial adviser should always be authorised and regulated by the Financial Conduct Authority.

Literature and Forms

Because the Alltrust SSAS is a standalone pension scheme, the documentation needs to be prepared by one of our Consultants. Your financial adviser will need to contact us and provide details of the names and addresses of each of the Members, the Sponsoring Employer, and the choice of name for the Scheme.

Scheme and Fee Information is, however, available on this page.

The Alltrust Model

As with all our products, our SSASs are designed to cater for service and flexibility. All of our clients are allocated a Consultant to assist them with their pension scheme providing a direct and single point of contact.

Fees are charged on a fixed basis to provide clarity to clients and advisers. We don’t take any additional earnings from bank account interest or commissions, nor do we obtain introduction fees from any third parties.

If you are interested in our products, please speak to your financial adviser.