Please select from the links below to download your chosen item in PDF format
| SSAS | ||
|---|---|---|
 |
SSAS Brochure | 231 KB |
|
Why choose a Rowanmoor Pensions SSAS? Scheme Administrator | 30 KB |
|
Why move to a Rowanmoor Pensions SSAS? Features and Benefits | 52 KB |
|
SSAS Member Questionnaire Please complete one for each scheme member. |
53 KB |
|
SSAS Installation Questionnaire Please complete this form to establish a new SSAS. |
71 KB |
|
SSAS Takeover Questionnaire Please complete this form if Rowanmoor Pensions is to takeover an existing SSAS. |
58 KB |
|
Adviser Fee Agreement Please complete this form if pre-agreed adviser fees are to be paid by the scheme. |
59 KB |
| Defined Benefit SSAS | ||
|---|---|---|
|
DB SSAS Product Overview | 44 KB |
|
SSAS Member Questionnaire Please complete one for each scheme member. |
53 KB |
|
SSAS Installation Questionnaire Please complete this form to establish a new DB SSAS. |
71 KB |
|
Adviser Fee Agreement Please complete this form if pre-agreed adviser fees are to be paid by the scheme. |
59 KB |
| SSAS Property | ||
|---|---|---|
|
SSAS and Family Pension Trust Commercial Property Guide | 804 KB |
|
Property Information Schedule Please complete one for each property investment. |
65 KB |
|
Borrowing Information Schedule Please complete this form if borrowing is required for a property investment. |
50 KB |
|
Property Insurance Policy Key Features | 51 KB |
|
Property Insurance Quotation Request Please complete this form if the Rowanmoor Pensions Property Insurance Policy is required. |
55 KB |
| SSAS Service Standards | ||
|---|---|---|
|
SSAS Service Standards | 53 KB |
|
SSAS Service Standards Results | 45 KB |
| The Rowanmoor Pensions Life Assurance Scheme | ||
|---|---|---|
|
Life Assurance Scheme Key Features | 51 KB |
|
Life Assurance Scheme Quotation Request | 31 KB |
|
Life Assurance Scheme Agency Application Form This form should be completed by Independent Financial Advisers introducing business to the Rowanmoor Pensions Life Assurance Scheme. |
31 KB |
If you would like a copy of our SSAS Fees and Services, please call 08445 440 550 or email us.
