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Rowanmoor SSAS Literature

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

SSAS
SSAS Product Overview 280 KB
SSAS Guide 221 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 versus SIPP: How do costs compare? 269 KB
SSAS versus Family Pension Trust: How do costs compare?
268 KB
SSAS Member Questionnaire
Please complete one for each scheme member.
186 KB
SSAS Installation Questionnaire
Please complete this form to establish a new SSAS.
224 KB
SSAS Takeover Questionnaire
Please complete this form if Rowanmoor is to takeover an existing SSAS.
201 KB

 

Solo SSAS
Solo SSAS Product Overview 281 KB
Solo SSAS Guide 224 KB
Solo SSAS Application Form
Please complete this form to establish a new Solo SSAS.
233 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 Product Overview 285 KB
Defined Benefit SSAS Features and Advantages 273 KB
SSAS Member Questionnaire
Please complete one for each scheme member.
186 KB
Defined Benefit SSAS Installation Questionnaire
Please complete this form to establish a new Defined Benefit SSAS.
233 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 332 KB
Property Insurance Quotation Request
Please complete this form if the Rowanmoor Property Insurance Policy is required.
297 KB

 

SSAS Client Scenarios
A family business finances expansion of its operations via a SSAS secured loan, whilst building financial security for generations to come. 273 KB
By establishing a Rowanmoor SSAS, a family releases funds to develop its business, whilst building up retirement benefits for a secure future. 271 KB
Business partners raise finance for expansion via their SSAS, improving cash-flow and making tax savings whilst building up retirement benefits. 273 KB
After transferring from SIPPs to a SSAS a small business secures its future and increases scheme liquidity, so that retirement benefits can be paid. 273 KB

 

Defined Benefit SSAS Client Scenarios
An option for maximising contributions from unused annual allowance facility after benefits have been paid. 280 KB
Raising working capital for a business, whilst funding for a defined level of retirement benefits. 280 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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