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  • Wanted & Recommendations

    SSAS loanback operation IFA/provider wanted

    Hello,

    I am looking for an IFA with expertise/experience in SSAS loanback operations to advise on best SSAS product/provider.

    Any advice/recommendations would be gratefully received.

    Kind regards,

    Kathryn

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    Hi Kathryn, may I ask how you got on with your SSAS investigations, please, as I am looking at the same?

    The Firms known to me so far are The Landlords Pension, and Booleys (so far only preliminary discussions with them).  Did you manage to get everything you wanted set up OK?

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    Hi Kathryn

    My wife and I used SSAS Practitioner based in Leciestershire to set up our SSAS Pension and they have been fantastic - they helped us from start to finish.

    We pay an annual subscription for all the advice/guidance and documentation required for us to stay within the strict HMRC guidelines, however, we have total control on everything we do.

    Regards

    Craig

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     I would say check they are FCA regulated

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    Debbie Franklin

    Director of Tax Peplows Limited

    CTA ACA FCCA