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Rowanmoor SSAS

SSAS Literature

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

SSAS
SSAS Brochure 218 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 Member Questionnaire
Please complete one for each scheme member.
185 KB
SSAS Installation Questionnaire
Please complete this form to establish a new SSAS.
221 KB
SSAS Takeover Questionnaire
Please complete this form if Rowanmoor is to takeover an existing SSAS.
201 KB

 

Solo SSAS
Solo SSAS Brochure 221 KB
Solo SSAS Application Form
Please complete this form to establish a new Solo SSAS.
231 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 Features and Advantages 273 KB
SSAS Member Questionnaire
Please complete one for each scheme member.
185 KB
DBSSAS Installation Questionnaire
Please complete this form to establish a new DB SSAS.
230 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 206 KB
Property Insurance Quotation Request
Please complete this form if the Rowanmoor Property Insurance Policy is required.
179 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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