Whitehall SSAS

Formed in 2011, we are a specialist firm providing professional trustee and administration services to self-administered pension schemes.

We deliver a fresh and modern approach, always looking towards the latest innovation to ensure our services keep pace with the modern world.

We offer a wealth of knowledge and experience which enables us to negotiate complicated areas efficiently.

Whilst pension legislation changes frequently, the principle of accessing tax incentives for long term retirement saving has existed for many years and is set to continue. As people live longer and can be retired for up to 30 years, sensible and creative retirement planning will become increasingly important.

Wholly independent and without ties to any insurance company, financial adviser or fund management group, we focus our efforts on the administration of pension schemes and do not give financial advice. We believe that in an area as complex as pensions it is important to specialise and our specialist proposition gives clients a small company intimacy whilst operating the back-office in a streamlined and efficient way.

This combination forms the basis of the Whitehall philosophy which aims to modernise the SSAS product whilst enabling a high level of relationship management.

With a unique approach to charging, clients pay for what they use and our fees reflect the activity of each individual pension scheme. The headline rates are charged on a capped member basis which means our SSAS services are comparable in cost to a similar personal pension arrangement but with added flexibility.

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Contact details:

Jane Davies - Director 0161 408 4569 jane.davies@whitehallgroup.co.uk

 


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