Converting an Executive Pension Plan to a Small Self-Administered Scheme
Converting an Executive Pension Plan to a Small Self-Administered Scheme
In some circumstances we can convert an Executive Pension Plan (EPP) to a SSAS opening up the investment opportunities offered through a SSAS. This process is not a pension transfer and is purely a replacement of the Professional Trustee and Scheme Administrator roles whilst adopting some new Scheme Rules. Where a member has protected tax free cash, they would retain this unlike a pension transfer.
Costs
Our fee to convert an EPP to a SSAS is £500 plus VAT.
Our ongoing annual fee is charged in arrears at the scheme anniversary and the cost is as set out in our Fee Schedule.