We will assume you are ok with this, but you can opt-out if you wish.
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
abolition of Protected Rights
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.