Rowanmoor | SSAS Literature

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

SSAS
	SSAS Product Overview
	SSAS Guide
	SSAS Features and Advantages
	Why choose a Rowanmoor SSAS?
	Takeover Factsheet: Why move to a Rowanmoor SSAS?
	SSAS Member Questionnaire Please complete one for each scheme member.
	SSAS Installation Questionnaire Please complete this form to establish a new SSAS.
	SSAS Takeover Questionnaire Please complete this form if Rowanmoor is to takeover an existing SSAS.

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

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
	Defined Benefit SSAS Features and Advantages
	SSAS Member Questionnaire Please complete one for each scheme member.
	Defined Benefit SSAS Installation Questionnaire Please complete this form to establish a new Defined Benefit SSAS.

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
	SSAS and Family Pension Trust Property Purchase Process Chart
	Property Information Schedule Please complete one for each property investment.
	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.
	Borrowing Information Schedule Please complete this form if borrowing is required for a property investment.

SSAS Client Scenarios
	A family business finances expansion of its operations via a SSAS secured loan, whilst building financial security for generations to come.
	By establishing a Rowanmoor SSAS, a family releases funds to develop its business, whilst building up retirement benefits for a secure future.
	Business partners raise finance for expansion via their SSAS, improving cash-flow and making tax savings whilst building up retirement benefits.
	After transferring from SIPPs to a SSAS a small business secures its future and increases scheme liquidity, so that retirement benefits can be paid.
	An established SSAS purchases a leasehold property from the sponsoring employer to release working capital, diversify funds and enable early retirement.

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

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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