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Newsletter – September 2024

30/09/2024

We are thrilled to announce that Whitehall has been awarded Best SSAS Provider at the Investment Life & Pensions Moneyfacts Awards, marking our fifth win. This reflects the trust placed in us by financial professionals and the dedication of our team.

We’ve also included important reminders for SSAS trustees regarding their duties, along with details about our new Trustee Investment Decision forms. Following our move to Ramsbottom, we have updated the Land Registry for all SSAS properties, and some clients may have received related notifications.

Additionally, the newsletter covers the Bank of England’s decision to hold interest rates at 5%, keeping the minimum rate for SSAS loans at 6%.

You’ll also meet Emma Taylor, one of our valued team leaders, and we celebrate the achievements of James and Joel in the Great North Run, supporting Barnardo’s, our charity of the year.

Stay informed and read the full newsletter here!

If you would like any further information or would like to discuss our products or any specific scenarios or clients, do please get in touch.