We will assume you are ok with this, but you can opt-out if you wish.
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:
We don’t charge extra for Registered Pension Scheme Returns and Audited Pension Scheme Accounts.
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.
Xafinity will initially take on the “Scheme Practitioner” role for all SSAS Takeovers.
To find out more - SSAS Guides & Forms