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Important Notice...

WE ARE NOT FINANCIAL ADVISERS

If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.

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Pension Scheme Returns

13/04/2024

With the start of the new tax year, we would like to remind you that one of our duties as your Scheme Administrator is to complete a Pension Scheme Return for HM Revenue & Customs (HMRC).

The Pension Scheme Returns we file between now and 31 January 2024 remain as they always have. However, for the new tax year (2024/25), the requirements of HMRC are changing and they will be requesting much more detailed information from us.

 

In the months ahead, as we understand the full extent of the information HMRC require, we may be in touch with you if we are missing any specific details about your scheme, its investments and fund movements, especially if we took over the administration of your SSAS from another provider.

We would appreciate your assistance in providing us with any information where necessary.

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