Rowanmoor | SSAS Literature

Please select from the links below to download your chosen item in PDF format.

SSAS
	SSAS Product Overview	280 KB
	SSAS Guide	221 KB
	SSAS Features and Advantages	265 KB
	Why choose a Rowanmoor SSAS?	270 KB
	Takeover Factsheet: Why move to a Rowanmoor SSAS?	152 KB
	SSAS versus SIPP: How do costs compare?	269 KB
	SSAS versus Family Pension Trust: How do costs compare?	268 KB
	SSAS Member Questionnaire Please complete one for each scheme member.	186 KB
	SSAS Installation Questionnaire Please complete this form to establish a new SSAS.	224 KB
	SSAS Takeover Questionnaire Please complete this form if Rowanmoor is to takeover an existing SSAS.	201 KB

Solo SSAS
	Solo SSAS Product Overview	281 KB
	Solo SSAS Guide	224 KB
	Solo SSAS Application Form Please complete this form to establish a new Solo SSAS.	233 KB

Defined Benefit SSAS
A Rowanmoor Defined Benefit SSAS is a specialised product, and a feasibility report needs to be completed prior to an application for a scheme being made, interested parties should contact us for further information and to discuss their requirements.
	Defined Benefit SSAS Product Overview	285 KB
	Defined Benefit SSAS Features and Advantages	273 KB
	SSAS Member Questionnaire Please complete one for each scheme member.	186 KB
	Defined Benefit SSAS Installation Questionnaire Please complete this form to establish a new Defined Benefit SSAS.	233 KB

SSAS Property
Please read the important information about suspension of in specie contributions in conjunction with the ‘SSAS and Family Pension Trust Commercial Property Guide’ literature item below.
	SSAS and Family Pension Trust Commercial Property Guide	250 KB
	SSAS and Family Pension Trust Property Purchase Process Chart	149 KB
	Property Information Schedule Please complete one for each property investment.	200 KB
	Property Development Information Schedule Please complete for UK or overseas hotel, resort or other development investment. This is only to be used with approved investments.	148 KB
	Borrowing Information Schedule Please complete this form if borrowing is required for a property investment.	155 KB
	Property Insurance Policy Key Features	332 KB
	Property Insurance Quotation Request Please complete this form if the Rowanmoor Property Insurance Policy is required.	297 KB

SSAS Client Scenarios
	A family business finances expansion of its operations via a SSAS secured loan, whilst building financial security for generations to come.	273 KB
	By establishing a Rowanmoor SSAS, a family releases funds to develop its business, whilst building up retirement benefits for a secure future.	271 KB
	Business partners raise finance for expansion via their SSAS, improving cash-flow and making tax savings whilst building up retirement benefits.	273 KB
	After transferring from SIPPs to a SSAS a small business secures its future and increases scheme liquidity, so that retirement benefits can be paid.	273 KB

Defined Benefit SSAS Client Scenarios
	An option for maximising contributions from unused annual allowance facility after benefits have been paid.	280 KB
	Raising working capital for a business, whilst funding for a defined level of retirement benefits.	280 KB

The Rowanmoor Life Assurance Scheme
	Life Assurance Scheme Key Features	178 KB
	Life Assurance Scheme Quotation Request	145 KB
	Life Assurance Scheme Agency Application Form This form should be completed by financial advisers introducing business to the Rowanmoor Life Assurance Scheme.	110 KB
	Life Assurance Scheme: Tax-efficient Life Assurance	271 KB

If you would like a copy of our SSAS Fees and Services, please call 03445 440 550 or email us.

These documents are also available in audio, large print or Braille format. To request these or other formats, please call 03445 440 550 or email us.

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