Existing SSAS clients
Clear guidance for your SSAS transactions
Tell us how you would like your SSAS to proceed, whether that involves contributions, investments, loans or other permitted transactions. Please use the email address you have registered with us when submitting your request.
- SSAS Investment Application Please complete this form to make a new Investment Application with your SSAS
- Benefit Crystallisation Event Please complete the form below to let us know you wish to draw your tax free lump sum
- Employer Contribution Form Please complete this form to let us know you wish to make an employer contribution to your SSAS
- SSAS Appointment of New Member Please complete the form below to let us know that you wish to add a new Member Trustee to your SSAS
- SSAS Company Removal/Substitution Please complete the form below to let us know that you wish to remove or substitute a company associated to your SSAS
- SSAS Income Payment Please complete this form to let us know you wish to drawn income from your SSAS
- SSAS Investment Withdrawal Please complete this form to let us know you wish to close an investment in your SSAS
- SSAS Loan Questionnaire Please complete this form to let us know you wish to make a loan from your SSAS
- SSAS Property Purchase Questionnaire Please complete the form below to let us know that you wish to purchase a property with your SSAS
- SSAS Property Sale Questionnaire Please complete the form below to let us know that you wish to sell a property owned by your SSAS
- SSAS Windup Please complete the form below to let us know that you wish to wind up your SSAS
- SSAS Transfer Out Please complete the form below to let us know that you wish to transfer funds from your SSAS to another pension
- SSAS Participating Employer Form Please complete the form below to let us know that you wish to add a new Participating Employer to your SSAS
- SSAS Member Trustee Form Please complete the form below to let us know that you wish to add a new Member Trustee to your SSAS
- Self-Certified Sophisticated Investor form Please complete the below form to complete your certification
Still unsure about something?
Please do not hesitate to contact us about enquiries relating to pensions and investments in property.
Contact us