Taylored SSAS is a registered Pension Scheme Administrator with the HMRC
For IFAs & professional advisers
Specialist SSAS administration support for advisers who want to help corporate clients unlock more value from their pension planning, without losing control of the client relationship.
To the IFA
You've got corporate clients sitting on legacy pension pots that are not doing much. You know it. They probably know it too. But you keep them in Royal London or Aviva because that is the path of least resistance, and frankly, anything else feels like more work than it is worth.
Here's the thing.
Those same clients could be using their pensions to:
Buy the buildings their businesses operate from.
Lend money back into their companies.
Consolidate years of forgotten schemes into something they actually understand and control.
And every one of those conversations is a fee. Not a one-off set-up commission like the Royal London deal. A continuing 1% of fund value, paid from the SSAS account, year after year, for every new property, every loanback, every contribution.
I'm Kathryn,
I run Taylored SSAS. I do the technical and regulatory heavy lifting on the scheme administration side.
You keep your client. You keep control. You keep the relationship. I never speak to them. I just make sure the scheme works properly.
If your existing SSAS provider has gone downhill, slow responses, fees creeping, the person who actually knew the file having left, I'm the alternative that will not embarrass you. HMRC-registered Pension Scheme Administrator and Trustee.
Thirty years of doing this. Joint signatory on every scheme bank account, so there is proper protection built in.
HMRC-registered Pension Scheme Administrator
Official legal status, named on the scheme. Not a positioning claim, a registered position with HMRC.HMRC-registered Trustee and joint signatory
Co-signatory on every bank account. Built-in protection for the client and the adviser.Thirty years of technical experience
The business is new on Companies House. The person is not.Transparent fees, set upfront
No surprises in subsequent annual billing.Adviser keeps client control
Hardwired into how I work. Not a promise that needs policing.
Why advisers work with Taylored SSAS
Common adviser concerns
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Common concern, often based on out-of-date information. A SSAS is an HMRC-recognised scheme and many UK IFAs work with SSAS clients routinely.
Your PI cover applies to the advice you give about the pension transfer, not the scheme administration itself, which sits with Taylored SSAS as the registered scheme administrator.
That said, every PI policy is different. It is worth a five-minute call to your broker to confirm your specific cover.
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Brilliant, then keep them for the clients they suit.
For the corporate clients who want property, loanbacks or proper consolidation, the volume providers cannot do what Taylored SSAS does.
We are not asking you to replace your default. We are giving you one more tool for the clients your default cannot serve.
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Fair question.
One: Kathryn can put you in touch with an IFA she currently works with, so you can speak to them directly.
Two: try Taylored SSAS with one client, on the smallest possible case, see how Kathryn works, then decide.
Three: Taylored SSAS is a HMRC-registered Scheme Administrator and Trustee. That registration is granted by HMRC against specific requirements and they audit accordingly. The legal credibility is built in.
Case Studies
See how a SSAS can support company directors with tax planning, cash flow, commercial property purchases and long-term financial strategy.
Worth a coffee to talk through how it works?
If you have corporate clients who could benefit from more control, flexibility and clarity around their pension planning, a SSAS may be worth exploring.
Taylored SSAS provides the technical scheme administration support, while you keep the adviser relationship.
