Important Notice...


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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SIPP vs SSAS training


Both Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs) are flexible pension arrangements designed for businesspeople or retired businesspeople.

Our team recently had an in-depth training session on the differences between SIPP and SSAS. Our Director, Richard Mattison, led the session and made sure we clearly understood the key features and benefits of each pension scheme.

To assist you in selecting the most suitable product, we have developed a detailed Decision Tree. This tool is designed to guide you through your options, making the decision-making process straightforward and well-informed.

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