Our fees
Avoiding excessive charging structures with Instrusted Pensions.
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What's included?
As we approach our charging structure in this unique manner, it is important that you contact us to discuss your individual requirements so we can provide the best possible quote. We have provided a brief example below of our services which we include as standard.
- SSAS registration with HMRC or takeover
- Provision of up to date Trust Deed and Rules
- Supplying Death Benefit nomination forms
- Scheme registration with the Pensions Regulator and ongoing reporting
- Registration on the Trustee’s Data Protection Register
- Collection of data and arranging the transfer of existing policies into the SSAS (no transfer advice given)
- All ongoing liaison with HMRC, event reporting, submitting annual Pension Scheme Return
- Annual administration and trustee services
- Unlimited number of employer contributions (subject to tax restrictions)
- Set-up and payment of tax-free cash from the scheme
- Dealing with buying and selling of standard scheme assets
- Provision of high-quality scheme record keeping
- Facilitating the payment of Pensions Regulator and Data Protection invoices
- Provision of annual valuations at the scheme year end
Annual fee starting from as little as £1,250
We appreciate that every client has different requirements so please feel free to get in touch with us for a personalised quote.
We look forward to building a long-term relationship with you.
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Our team at Intrusted Pensions is committed to delivering exceptional service and expert guidance at every stage of your SSAS journey. With years of experience and a passion for helping clients achieve their financial goals, we provide bespoke solutions tailored to your unique needs. We take pride in building strong, trusting relationships, ensuring that each client receives the highest level of care and attention. With our team by your side, you can navigate the complexities of SSAS with confidence and ease.
James Tapley
Director
Fair pricing, for all
At Intrusted Pensions, we believe in offering transparent, fair fees that reflect the true value of our services. Our goal is to provide you with the best possible quote tailored to your unique requirements, ensuring you receive exceptional value without hidden costs.
We understand the importance of clarity and affordability when it comes to managing your SSAS, and our straightforward pricing structure is designed to give you peace of mind. With us, you can trust that you’re receiving premium service at a fair price, with no surprises along the way.
Why choose us?
Our belief is one which is based on traditional trust values and truly maintaining long-lasting relationships. The concept of trust in the modern age is used far too commonly with little value for its true definition. At Intrusted Pension Services, we understand the real value of utilising a SSAS (Small Self Administered Scheme) vehicle and the importance of continuously supporting our clients to achieve long term goals.
We are able to take care of all administration and regulatory requirements and pride ourselves in offering a personal, tailored service.
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