Small Self Administered Schemes
Website/email address Launch date
COMPANY INFORMATION Telephone Number
Nature of Minimum Contributions Transfer contributions Portfolio Information Service Initial Addn’l Regular In Value Allowed
InvestAcc Pension Administration Ltd Administrator No No No 01228 538 988
www.investacc.co.uk/ssas info@investacc.co.uk 1997
I.P.M Trustees Ltd 0845 130 3223
www.ipm-pensions.co.uk
enquirites@ipm-pensions.co.uk 1994
James Hay Partnership 0845 521 2414
www.jameshay.co.uk
chris.gilpin@
jameshay.co.uk 1979
JLT Premier Pensions 02920 557000
www.jltgroup.com pps@jltgroup.com 1986
Lindley Trustees Ltd 0161 929 3535
www.lindleytrustees.com trustees@lindleygroup.com 1979
Mattioli Woods 0116 240 8700
www.mattioli-woods.com info@mattioli-woods.com 1991
Administrator No No No No Trustee min min min min
Yes/ †
† Annual admin: Reduction of 5% if fee paid by standing order. Administrator No No No
No Trustee min min min min Yes/ £250 Practitioner No No No No Trustee min min min min Yes/ £520 No Trustee min min min min
Yes/ Nil
No. of SSASs: 227 Minimum In specie Basic Fees
Set-up: £650
Funds under administration: Annual admin: £850 (includes £161.6m
Property as % of assets under if required) administration: 51.78%
No. of SSASs: 460
Funds under administration: £230m
New member: £150 Set-up: Nil
Annual admin: £540 † plus £190 per member
Property as % of assets under New member: £320 administration: 50%
No. of SSASs: 1,566 Set-up: £500
Funds under administration: Annual admin: £500 - £850 £2bn
Property as % of assets under New member: £250 administration: Not disclosed
No. of SSASs: 842 Set-up: £200
Funds under administration: Annual admin: £1,000 up to 2 £935.2m
New member: £225 members, £1,140 3 members, then
Property as % of assets under £380 for each additional member administration: 44.5%
† £500 (not property), £800 (property using clients chosen solicitor), £600 (property using preferred solicitor). Administrator No No No
N/A
Consultancy min min min Practitioner Trustee
Administrator No No No Consultancy min min min Practitioner Trustee
MDP Administration Services LLP Administrator No No No 01908 267042
www.mdpas.co.uk Mike@mdpas.co.uk 2010
N/A Yes/ No. of SSASs: 135
Property as % of assets under administration: 40%
Yes/ No. of SSASs: 1,421
Property as % of assets under administration: Not disclosed
No
Consultancy min min min min Practitioner Trustee
Michael J Field Consulting Actuaries Consultancy No No No 0161 834 3297
www.michaeljfield.com info@michaeljfield.com 1977
No
Practitioner min min min min Trustee
Yes/ Nil
No. of SSASs: 108
Property as % of assets under administration: 60%
Yes/ No. of SSASs: Approx 700
Property as % of assets under administration: Not disclosed
All fees quoted are subject to VAT at the standard rate unless otherwise stated. Set-up: Individually quoted
Individually Funds under administration: Annual admin: Individually quoted quoted Not disclosed
New member: Individually quoted Set-up: £1,000
Funds under administration: Annual admin: £1,600 Not disclosed
New member: Nil Set-up: £1,500 - £2,500
Time cost Funds under administration: Annual admin: £559 plus time cost £1.286bn
New member: Time cost Set-up: £1,500
Time cost Funds under administration: Annual admin: £1,150 £200m
New member: £350 depending on number of members attendance at a trustees meeting
82
March 2015
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