Introducing Taylored SSAS
Your Pension, in Your Hands
Empowering company directors with complete control, flexibility and clarity over their Small Self Administered Scheme.
Did you know?
Did you know?
Did you know that a SSAS does not legally require a professional administration practice to establish or operate it.
Any company director can do it.
The Taylored SSAS gives directors the opportunity to take full control of their own pension scheme. This website provides all the technical support, documents and processes needed to establish and administer a SSAS independently, with our team available for guidance whenever required.
A full administration service is also available for clients who prefer ongoing support.
New SSAS Establishment
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Provides the full set of documents and technical guidance required to establish a new SSAS.
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Access fee: £995
Transfer of Existing SSAS
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For clients transferring an existing SSAS into the Taylored SSAS structure.
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Access fee: £550
Annual Administration
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Includes access to 16 administration topics covering investments, contributions, property transactions, compliance and scheme management.
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Annual fee: £495
What is a SSAS?
A Small Self Administered Scheme is an occupational pension designed for company directors and key individuals.
What is A Trustee?
A Trust is a legal arrangement for managing assets. The Trustee is responsible for safeguarding and administering those assets for the beneficiaries.
The origins of Trusts date back to medieval times, when knights transferred ownership of their land to trusted peers while away on campaigns.
In a SSAS, all members act as Trustees, ensuring transparency, involvement and control over the pension scheme.
SSAS Offers:
Exceptional tax efficiency, broad investment freedom, the ability to loan funds back to the sponsoring company, and the option to purchase commercial property.
How Taylored SSAS Supports You
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DIY SSAS
Where you as the company director and member of the SSAS establishes and manages your own SSAS using the TSL website www.tayloredssas.co.uk.
The members company will act as the Administrator and all the members will act as the Trustees also. All the technical information, documents and procedures are contained here.
The establishment fee is £995 and the annual subscription fee for the website is £395 or TSL can establish the SSAS for an increased fee of £1,595 and then you subscribe to the website to carry out the annual a administration.
TSL are here to support with any guidance required. TLS will also carry out certain events if you so wish. See fee schedule.
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Practitioner SSAS
The Practitioner SSAS is the same legal structure as the DIY SSAS where the members company will act as the Administrator and all the members will act as the Trustees also.
It differs in that TSL will carry out all the work involved to both establish and administer the SSAS. This service can stop at any time and the structure of the SSAS does not change and the company and members can opt for the DIY SSAS using the website subscription or indeed utilise anotherpractitioners services.
All the technical information, documents and procedures are contained here on this website. See fee schedule.
If this is the route required, please refer to the page entitled SSAS Administered by TSL.
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FULL SSAS
TSL will act as Professional Trustee alongside all the member Trustee(s) and will also act as the Administrator of the SSAS.
TSL will carry out all the annual administration tasks and guidance required. See fee schedule.
If this is the route required, please refer to the page entitled SSAS Administered by TSL.
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As well as a full suite of SSAS administration services, TSL also offers the following services:
Establishing your very own SSAS administration company
Training
SSAS job placements
“I have established Taylored SSAS Ltd to share my 30 years of knowledge working with true self admin pensions with company directors and their advisors and establishing a product that suits.
It is my goal to raise awareness of the SSAS product and encourage it forming part of both day to day financial advice and tax planning.”
— Kathryn Taylor, Founder Taylored SSAS LTD