We have designed these forms in plain English as far as possible, with the minimum of confusing pension industry terminology.  To complete these forms:

  • Please click on them and download to your desktop. You can then fill these in using your computer, or by printing and completing them by hand. Once completed please send them to us by email, post, or by uploading them here.
  • Alternatively, email and we will send you a link enabling you to complete, sign and return the forms to us electronically.

Forms for setting up a new SSAS. 

SSAS Brochure (for information only)

SSAS Set up brochure (for information only)

SSAS - Service Standards (for information only)

SSAS Application form

SSAS Member questionnaire

SSASs require a bank account and we have a good relationship with specialist pension banking providers. If you wish to use your current bank for your SSAS thats no problem, we can liaise with them directly.

Forms for taking over your SSAS from your current provider

SSAS Brochure (for information only)

SSAS Take-over brochure (for information only)

SSAS - Service Standards (for information only)

SSAS Take-over letter

SSAS Member questionnaire

Please note that our first annual invoice of £1,895 + VAT is payable in advance for take-overs and new SSAS set-ups. Please let us know who our invoice should be addressed to when returning the forms. Fees will be rebated on a pro-rata basis in the highly unlikely event of either party deciding to terminate the relationship. 

If you require any pension policies to be transferred into your SSAS please let us know straight away.  Please return the completed forms by email or post to:

SSAS Limited
Orchard Grange
Main Street, Foxton
LE16 7RB

and we will get your SSAS set up or taken over as quickly and as stress-free as possible.

Alternatively, If you would like us to take over or set up your scheme without initially completing the above forms please complete our General enquiry form and we will contact you within two business days.

Relevant pages that may be of use:

How excessive charges erode the value of your SSAS - Effect of excessive charges

Permitted SSAS investments

SSAS charges - comparisons

Please note that a SSAS may not be suitable for your needs.  For a no-obligation discussion please call us on 0800 112 3750.