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.

 

Xafinity will initially take on the “Scheme Practitioner” role for all SSAS Takeovers.

 

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