SSASs without administrators: An orphan’s tale

• Advising the founder employer on contributions, funding and tax issues;

• Advising the trustees on investment opportunities; and

• Advising the members on benefit accrual and drawdown options on vesting.

Advisers would be wise to review their own client banks to look out for any orphan cases.

With the complementary services of a specialist SSAS practitioner taking responsibility for the legal documentation, administration and reporting, a complete service providing client reassurance can be made.

Ian Stewart is joint managing director at Dentons Pension Management