Small Self Administered Schemes
COMPANY INFORMATION Telephone Number
Website/email address Launch date
Carey Pensions UK LLP 01908 336 010
www.careypensions.co.uk
enquiries@careypensions.co.uk 2009
Nature of Minimum Contributions Transfer contributions Portfolio Information Service Initial Addn’l Regular In Value Allowed
Administrator No No No No
Consultancy min min min min Practitioner Trustee
Yes/ £100 No. of SSASs: 22
Funds under administration: £8m
Minimum In specie Basic Fees
Set-up: £1,500
Annual admin: £1,200 1 - 2 members, £1,700 3 - 5 members, £2,200 6 - 8
Property as % of assets under members, £2,700 9 - 11 members administration: 30%
New member: Nil
Central Tax & Trustee Planning LLP Practitioner No No No 0845 006 6204
www.centraltax.co.uk
enquiries@centraltax.co.uk 2003
City Trustees 0116 240 8730
www.citytrustees.com info@citytrustees.co.uk 1996
Administrator No No No Consultancy min min min Practitioner Trustee
N/A Yes/
No Trustee min min min min
Yes/
No. of SSASs: 76
Set-up: £750
dependant Funds under administration: Annual admin: £1,100 (£750 on asset Not disclosed
Property as % of assets under New member: £250 administration: Not disclosed
No. of SSASs: 296 Property as % of assets under Set-up: £1,360
£330 plus Funds under administration: Annual admin: £1,580 additional £230m for
New member: £330
property/ administration: Not disclosed unquoted shares
D A Phillips & Co Ltd 01580 762555
www.dapco.co.uk
enquiries@dapco.co.uk 1985
Administrator No No No No
Consultancy min min min min Practitioner Trustee
Dentons Pension Management Ltd Administrator No No No 01483 521521
www.dentonspensions.co.uk
enquiries@dentonspensions.co.uk Trustee 1979
Hazell Carr Pension Services 01786 237050
www.xafinity.com
SASSandSIPP@xafinityconsulting.com 1979
Hornbuckle 0844 728 9090
www.hornbuckle.co.uk 1997
† £69 plus additional costs depending on asset. Administrator No No No
No Trustee min min min min
Yes/ †
Administrator No No No No Practitioner min min min min
Yes/ †
No
Consultancy min min min min Practitioner
Yes/ Nil
No. of SSASs: 410
Funds under administration: Not disclosed
Set-up: £1,500 includes first year administration fee
Annual admin: 0.25% of fund
Property as % of assets under value, min £1,200, max £2,995 administration: Not disclosed New member: Nil
Yes/ No. of SSASs: 709 Set-up: £950
Time cost Funds under administration: Annual admin: £375 plus time £0.853bn
cost
Property as % of assets under New member: Approx £250 administration: 40%
No. of SSASs: 1,300 Set-up: Nil
Funds under administration: Annual admin: £750 for first two £1.2bn
members, £290 for each
Property as % of assets under additional member administration: 38.8%
No. of SSASs: 606 Set-up: £700
Funds under administration: Annual admin: From £650 per Not disclosed
member for first two members then
Property as % of assets under £325 for each additional member administration: Not disclosed New member: See above
† In Specie Contribution from £150, In Specie transfer in of investments from £150, In Specie transfer in of property £500, In specie transfer out of All fees quoted are subject to VAT at the standard rate unless otherwise stated. New member: £145 trustee plus £350 administration)
80
March 2015
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