Technical Support

 

SIPP and SSAS can be great solutions for clients, but they are complex products set within a pensions framework that is forever changing. They are not products you want to work with unless you have the necessary knowledge and support.


Xafinity has individuals with a wealth of experience and talent to support clients and financial advisers. The Technical Support Team is hugely knowledgeable and the five team members have more than 100 years’ experience in the pensions industry.


Regularly the team deals with queries on a wide variety of topics including:

  • green energy e.g. wind farms and solar panels

  • joint property purchases

  • property development

  • abolition of Protected Rights

  • gold bullion

  • protection from Lifetime Allowance charges

  • carry forward, the Annual Allowance and the Money Purchase Annual Allowance Rules

  • carry forward and the Annual Allowance

  • discretionary fund management / platforms

  • in specie contributions and transfers

  • loans and borrowing

  • Flexibly accessing benefits from 6th April 2015 

  • pubs, hotels, farmland, forestry etc.

​We want you to feel comfortable to call on us with any question you might have, and we promise we’re friendlier than we look!

 

Click here to meet the Technical Support Team.

Contact

Gayle Murray

Gayle Murray