Takeover SSAS

 

Takeover of an existing SSAS

If you want to change you current SSAS provider, or if you don’t currently have a professional SSAS Administrator, then we can complete takeover the management of your SSAS at no charge.  


Some of the reasons that people choose to move to us include:

  • Charges and rates 

We don’t charge extra for Registered Pension Scheme Returns and Audited Pension Scheme Accounts. 

  • Flexibility

Our experts can make sure that you are maximising your benefits, including consideration of post A Day rules and flexible drawdown options.

 

Simply complete the forms below.  Each existing member should complete a separate member application.

This form must be completed for a scheme

As soon as we receive your completed applications, we will review them and then send you the paperwork for the takeover.


To find out more - SSAS Guides & Forms

Contact our SSAS Team

Call:

01786 237 050

 

Email us:

SSASTeam@xafinity.com
 

Post:

Xafinity SSAS
Scotia House
Castle Business Park
Stirling
FK9 4TZ

Free SIPP or SSAS review

If you are interested in a free SIPP or SSAS review simply click here and complete our online contact form.

Free SSAS Review