Online Assembly: Getting start with SSAS Wednesday 1 June, 2022

What's it all about?

What you’ll learn

You don’t come across SSAS very often, but when you do you need to know what you’re doing with them. Perhaps we can help with an hour spend discussing SSAS.

– Who they are suitable for?

– How they work – SSAS

– SSAS versus SIPP

– Loan back and self investment

– Planning tips


Who you’ll meet

Rachel Geary: Associate and SSAS Client Manager at 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.

Richard Allum: Founder of The Paraplanners and one of the team contributing to the Paraplanners Assembly.

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Wednesday 1 June, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: There’s good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.

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1st June 2022

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Supported by...

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