Fair, open and transparent
We aren’t the cheapest SSAS provider, nor are we the most expensive. Instead, our fees are fair, transparent and deliver great value.
We charge for our services in three different ways:
Fixed transaction fees
To give you clarity and certainty, fixed fees are charged for all routine initial and ongoing transactions. These include the initial setup of a new SSAS, the monthly administration of a scheme, the completion of an annual pension scheme return, drafting standard deeds, for example, to admit new scheme members.
Variable transaction fees
There are times when the work we need to undertake varies significantly due to the circumstances of the scheme. Once we have understood the work involved, we will then provide a fixed fee quote to complete the work. An example would be where we are taking over an existing scheme that has a complex history or assets which would take time to understand and deal with.
Consultancy charges apply where we are asked to use our expertise to provide guidance on the feasibility or appropriateness of a particular project. An estimate of our charges will be provided on all occasions before you agree to proceed.
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message using the form opposite.