Please select from the links below to download your chosen item in PDF format.
SSAS | ||
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SSAS Product Overview | |
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SSAS Guide | |
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SSAS Features and Advantages | |
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Why choose a Rowanmoor SSAS? | |
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Takeover Factsheet: Why move to a Rowanmoor SSAS? | |
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SSAS Member Questionnaire Please complete one for each scheme member. |
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SSAS Installation Questionnaire Please complete this form to establish a new SSAS. |
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SSAS Takeover Questionnaire Please complete this form if Rowanmoor is to takeover an existing SSAS. |
Solo SSAS | ||
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Solo SSAS Product Overview | |
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Solo SSAS Guide | |
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Solo SSAS Application Form Please complete this form to establish a new Solo SSAS. |
Defined Benefit SSAS | ||
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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. | ||
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Defined Benefit SSAS Product Overview | |
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Defined Benefit SSAS Features and Advantages | |
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SSAS Member Questionnaire Please complete one for each scheme member. |
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Defined Benefit SSAS Installation Questionnaire Please complete this form to establish a new Defined Benefit SSAS. |
SSAS Property | ||
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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. | ||
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SSAS and Family Pension Trust Commercial Property Guide | |
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SSAS and Family Pension Trust Property Purchase Process Chart | |
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Property Information Schedule Please complete one for each property investment. |
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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. |
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Borrowing Information Schedule Please complete this form if borrowing is required for a property investment. |
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.