Getting started with SSAS

Beginner
Pensions
Self certified
Video
Date:

Wednesday 1st June 2022

Location:

Online

Duration

1 HRS 1 MINS

You don’t come across SSAS very often, but when you do you need to know what you’re doing with them. We can help with that.

Learning Objectives

During the session we covered…

  • Who they are suitable for?
  • How they work – SSAS
  • SSAS versus SIPP
  • Loan back and self investment
  • Planning tips

Speakers

1
Rachel Geary
Barnett Waddingham

Rachel has experience looking after a portfolio of Small Self-Administered Schemes (SSAS) located across the UK.
She advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing).

Rachel has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues.

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