Survey Capturing SSAS Application

SSAS Application

Company Information

Do you run a Limited Company that has been actively trading for at least 12 months and has NOT been filed as dormant in the last 12 months)? *

Yes

Company Name *

What is the Company number? *

Company Unique tax reference number *

VAT Number *

PAYE reference number *

How many directors does the company have? *

Company trading address *

What sector / industry do you operate in? e.g. Engineering, Retail, Digital *

How many employees do you have? *

What was your turnover for the last financial year in £? *

What was your net profit in your last financial year in £? *

How much was your Corporation tax liability in the last financial year £? *

Other Pension Information

Are you considering moving other pensions into SSAS? *

Yes

Other Pensions Information

What is the Transfer value of all pensions you wish to transfer in £?(note: If you don’t have either pension transfer values of £75,000 from you and others to bring to SSAS or the ability to fund a SSAS from business profits or personal contributions to at least the level of £75,000 initially, then it will be difficult for you to show effective value from starting a SSAS at that level. You can still proceed however we want you to gain best value from using SSAS.)

Are all of those pensions private personal pensions? *

Yes

Some are

Other Pension Information

Are any workplace pensions? *

Yes

Some are

Other Pension Information

If you have any workplace pensions are any of those pensions from employment with Civil service NHS, MOD, Police, Fire, Local Authority, Teachers, and so on? *

Yes

Other Pension Information

Who was your employer? *

Other Pension Information

For all pensions, please provide your Pension Provider name and value in the fields below:

Pension Provider 1

Pension Provider 1 Value

Pension Provider 2

Pension Provider 2 Value

Pension Provider 3

Pension Provider 3 Value

Pension Provider 4

Pension Provider 4 Value

Pension Provider 5

Pension Provider 5 Value

Pension Provider 6

Pension Provider 6 Value

Pension Provider 7

Pension Provider 7 Value

Pension Provider 8

Pension Provider 8 Value

Pension Provider 9

Pension Provider 9 Value

Pension Provider 10

Pension Provider 10 Value

Are any of these pensions Final Salary / defined benefit pensions?

Yes

Other Pension Information

What is their Cash Equivalent Transfer value (CETV) £ (Note: It needs to be a minimum of £30,000)

What is your age or the age of the person with the final salary / defined benefit pension?(Note: Minimum age is 52) *

SSAS Information - How do you think you will want to use SSAS

I Am interested in creating Loan backs from the SSAS to our company to help us grow our business and create growth in our pension strategy by taking an active role in the investment strategy of our pension *

Yes

SSAS Information - How do you think you will want to use SSAS

Do you have unencumbered security that can be provided to the SSAS to provide security for the loan? Note: this cannot be a private residence or any residential property held in private or partnership names)

I Am interested in Loaning money to third-party/unconnected companies to allow us to take an active control of our pension and help us grow our retirement provision for the future *

Yes

SSAS Information - How do you think you will want to use SSAS

I am interested in Purchasing Commercial Property or Land using our pension and taking a direct control of this significant investment strategy *

Yes

Do you already own any Commercial Property? *

Yes

I am interested in contributing significant company trading profits above the personal £60,000 per annum personal contribution limit into SSAS *

Yes

How much of your Profit do you want to contribute to SSAS? (Put NA if not Applicable) *

SSAS Information - How do you think you will want to use SSAS

I would like to create a long-term retirement strategy where I/we have all control of all investment decisions *

Yes

I would like to create a Family Trust where wealth can be cascaded efficiently to my/our family without hassle, delays of probate or being exposed to Inheritance Tax *

Yes

SSAS Information

Please state the name that you would like to give to your SSAS. This is usually related to your Family name or business name and it cannot be changed in future (e.g. “The Smith Family SSAS” or “The Smith Trading Co Ltd SSAS” *

How much value do you think you will contribute from your company or companies to the SSAS in the next 12 months £ *

What is the value of the pension transfers that you wish to move into SSAS £

With those amounts above taken into consideration, after investment returns, what value do you think your SSAS will have in 12 months? £

Personal information for each person that you wish to be a member of the SSAS

How many people do you wish to be Members of the SSAS? *

Your Email *

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

Last Name

First Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone No.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone no.

Member Information

First Name

Last Name

Date of Birth

National Insurance Number

Unique Tax Reference Number

Home Address

Phone no.

SSAS Application Survey

Please fill in this survey with all the details that are required

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