Please select from the links below to download your chosen item in PDF format
| SSAS | ||
|---|---|---|
 |
SSAS Brochure | 211 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. |
58 KB |
|
SSAS Installation Questionnaire Please complete this form to establish a new SSAS. |
69 KB |
|
SSAS Takeover Questionnaire Please complete this form if Rowanmoor Pensions is to takeover an existing SSAS. |
65 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 | 43 KB |
|
SSAS Member Questionnaire Please complete one for each scheme member. |
58 KB |
|
SSAS Installation Questionnaire Please complete this form to establish a new DB SSAS. |
69 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 | 37 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.
These documents are also available in audiotape, large print and Braille. To request these or other formats, please call 08445 440 550 or email us.
