SSAS Training
Taylored SSAS offers tailored training programmes for financial advisers, accountants and professional service providers. Our training helps you identify SSAS opportunities, understand compliance requirements and deliver high-quality guidance to your clients with confidence.
Why SSAS Training Matters
A SSAS is one of the most powerful planning tools available to company directors, yet many professionals are unaware of the full scope and opportunities it provides. Training ensures your team can confidently recognise when a SSAS may be suitable and understand how to support clients through the process.
• Improve client outcomes
• Identify new opportunities within your client base
• Strengthen your advisory offering
• Understand documentation and compliance
• Enhance your team’s technical knowledge
Onboarding & Documentation
• Understanding the documentation
• Processes for establishing and administering a SSAS
• Compliance requirements
• HMRC and Pensions Regulator registrations
Practical Application
• Identifying client opportunities
• Support for client meetings
• Reviewing files and guiding next steps
• On-demand support from Taylored SSAS
Training Formats
Training is entirely flexible and can be tailored to your business needs.
Classroom-style team training
One-to-one professional coaching
Virtual or in-person sessions
Support during client meetings
Ongoing advisory support
Fees & Delivery
Training fees are agreed in advance with the client and can be invoiced either to the SSAS or to the sponsoring company, depending on requirements.
Arrange Your Training Session
Speak with Taylored SSAS to discuss your training needs and create a programme tailored to your practice.