Since our business was formed in the early 80’s we have been specialists in the area of Self Invested Pensions.
We provide the initial planning, documentation, registration and Trustee services to create a SSAS.
Once set up we continue with a rounded service in terms of administration, ongoing maintenance and consultancy.
There is also the added advantage of allowing businesses to join together with David Booler Trustees Limited, as Trustees of their own plan. This allows us to build a pension specifically tailored to your business instead of trying to make your requirements fit within an “off the shelf” contract.
Included in our standard annual services fees are the following:
Personal Support
- Financial Planner: Annual Review meetings and ongoing technical advice
- SSAS Administrator: 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
Further details on our service standards can be found at: What makes Boolers different.
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.
For more information on the Boolers SSAS Focus fees: Download SSAS Fee Tariff
