Level 2 - SSAS Education programme - Our full suite of SSAS Education resources and access to our Consultation and Application processes
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Welcome to your SSAS journey with SSAS Consultant!
We have crafted this unique and specialised SSAS education course for you, to provide you with a robust understanding of the history, principles, structure, investment options, funding methods and uses of SSAS as well as the process for creating and using your own SSAS an for engaging with us to ensure that you get the best use of your SSAS now and in the future
Welcome to Paul Barry SSAS Consultant
What is a SSAS?
SSAS History & Purpose
Why SSAS is different
SSAS Structure
Why haven’t you heard of SSAS?
Roles within the SSAS – who does what?
SSAS Contributions – getting money into your SSAS
Pension Transfers
Pension transfers
Video - 00:01:47 mins
Pension transfer compliance
Video - 00:2:49 mins
2022 change to pension transfer rules
Video - 00:4:1 mins
Government sponsored pension schemes
Video - 00:02:15 mins
Pension transfer timescales
Video - 00:1:29 mins
Defined Benefit or Final Salary pension schemes
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Investment scope and options
A quick visual summary of how a SSAS could be invested
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Investment choices
Video - 00:2:40 mins
SSAS Bank Account
Video - 00:02:34 mins
SSAS Loan Back - 50%
Video - 00:07:21 mins
SSAS Third party / Unconnected Loans
Video - 00:02:51 mins
Investment Platforms
Video - 00:02:05 mins
SSAS & Your Financial Adviser
Video - 00:01:32 mins
Residential property
Video - 00:03:09 mins
Commercial Property
Specialist uses of SSAS
Regulation & Compliance
Tax Treatment
Asset protection
Succession planning
Drawing benefits
What happens when I die?
SSAS Application process
SSAS Application Process
Video - 00:01:34 mins
Consultation Call
Video - 00:00:48 mins
SSAS Application Completion
Video - 00:01:24 mins
SSAS Application Fee payment
Video - 00:00:36 mins
SSAS Formal Documents Completion & Signing
Video - 00:00:47 mins
HMRC application submission
Video - 00:01:50 mins
HMRC Approval process
Video - 00:01:26 mins
SSAS Bank Account opening process
Video - 00:01:07 mins
Pension Transfer process - if you choose to transfer pensions to SSAS
Video - 00:01:00 mins
SSAS Application & completion timescales
SSAS Pathway & ongoing Strategic Consultancy
SSAS Education Resources & Support - yours to refer to and keep
Video - 00:01:03 mins
SSAS Consultant Role
Video - 00:01:10 mins
SSAS Consultant - A friendly and creative sounding board for all of your ideas and plans
Video - 00:01:38 mins
Ongoing retained SSAS Strategic Consultancy
Video - 00:00:39 mins
SSAS Fees
Our Fee ethos
Video - 00:2:42 mins
SSAS Education fee & Credit towards full application fee
Video - 00:1:00 mins
Phone Consultation fee - A fee we may levy to ensure we deal with serious people
Video - 00:1:15 mins
SSAS Application fee
Video - 00:01:09 mins
SSAS Administrators fees
Video - 00:01:06 mins
SSAS Administrators Ad Hoc fees
Video - 00:1:19 mins
SSAS Consultant Terms Of Business
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Next steps – Required action
Now that you have reached the end of the SSAS Education process, please select the option below that best suits your current situation.
In short, the options are as follows:
1. SSAS Discussion - arrange a further free consultation to chat SSAS over
2. Start my SSAS Application now
3. Keep me informed on SSAS
4. SSAS isn't for me
Please be aware of the key compliance processes that are required by your current FCA regulated pension schemes, to allow you to transfer from those pension types into SSAS – here below is a quick one page summary of the process that you will need to follow:
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