Small Self Administered Schemes
Website/email address Launch date
AJ Bell Ltd 0845 408 9100
COMPANY INFORMATION Telephone Number
Nature of Minimum Contributions Transfer contributions Portfolio Information Initial Addn’l Regular In Value Allowed
Service Administrator No No No
www.ajbellplatinum.co.uk/aj-bell-platinum Practitioner -ssas 1995
Trustee No Consultancy min min min min Yes/cont- No. of SSASs: 712 £723m
property Property as % of assets under from
administration: Not disclosed £750
† Set up: fee includes establishment of the scheme trust deed and rules, member announcement, registration of scheme with HMRC, the Pensions Reg keeping, acting as trustee, countersigning, general administration of scheme, full review at company year end and annual fund apportionment.
Alltrust Services Ltd 01633 360880
www.alltrust.co.uk
schemeinfo@alltrust.co.uk 2005
Astute Pensions 01772 781889
www.astutepensions.co.uk andy@astutepensions.co.uk 2012
Barnett Waddingham 0844 443 0200
www.barnett-waddingham.co.uk Administrator No No No No
Consultancy min min min min Practitioner Trustee
Administrator No No £100 No Practitioner min min Trustee
Yes/ £250 No. of SSASs: 116
Property as % of assets under administration: 45%
Yes/ min £500 No. of SSASs: 45
Property as % of assets under administration: Not disclosed
Administrator No No No
ssas@barnett-waddingham.co.uk Trustee 1989
Berkeley Burke 0116 204 7578
www.berkeleyburke.com
kal.patel@
berkeleyburke.com 1973
Bespoke Pension Management 020 7357 9090
www.bespoke-pt.com info@bespoke-pt.com 1999
Brooklands Trustees Ltd 0207 100 4011
www.brooklandspensions.com Administrator No No No
ssas@brooklandspensions.com Trustee 2006
All fees quoted are subject to VAT at the standard rate unless otherwise stated. No
Consultancy min min min min Practitioner
Practitioner £25K No £10 min
£25K Yes/
Consultancy No No £50 Practitioner min min Trustee
£1K Yes/ £500 No
Consultancy min min min min Practitioner
Yes/ No. of SSASs: 2,400
Property as % of assets under administration: 35%
No. of SSASs: 240 Set-up: £1,250
Time cost Funds under administration: Annual admin: £880 (Minimum £4bn
New member: From £320 Set-up: £700
Funds under administration: Annual admin: £800 (Based on £250m
two members)
Property as % of assets under New member: £200 administration: 70%
No. of SSASs: 110 Set-up: £1,760 (includes 1st yr admin)
Time cost Funds under administration: Annual admin: £710 (Additional £52.5m
Property as % of assets under some circumstances) administration: 30%
New member: Nil Yes/com No. of SSASs: 35 £21m
Property as % of assets under administration: 39.6%
Set-up: £900
property - Funds under administration: Annual admin: £700 Nil
New member: £300 time costed charges may apply in
annual trusteeship). From £320 (Annual registered pension scheme return)
Set-up: £975
Funds under administration: Annual admin: £900 Not disclosed
New member: £150 Set-up: £1,500 - £2,000
Funds under administration: Annual admin: £985 £82m
New member: £375 Minimum In specie Basic fees
Set-up: £1,000 - £1,300 †
ributions Funds under administration: Annual admin: From £1,200 † of
New member: From £350
78
March 2015
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