Small Self Administered Schemes
COMPANY INFORMATION Telephone Number
Website/email address Launch date
Momentum Pensions Ltd 0161 972 2840
Nature of Minimum Contributions Transfer contributions Portfolio Information Service Initial Addn’l Regular In Value Allowed
Minimum In specie Basic Fees
Administrator No No No
www.momentumpensions.com Practitioner
cwhitelam@momentumpensions.com Trustee 1991
PensionAdmin Ltd
enquiries@pension-admin.com 2009
Redswan Pensions 0845 890 1495
www.redswanpensions.co.uk office@redswan.ltd.UK 2005
Rowanmoor Group plc 08445 440 550
www.rowanmoor.co.uk
enquiries@rowanmoor.co.uk 1979
Scottish Widows 0131 655 8984
www.scottishwidows.co.uk
fiona.black@scottishwidows.co.uk 1987
Talbot & Muir Ltd 0115 841 5000
www.talbotmuir.co.uk
helen.carr@
talbotmuir.co.uk 1994
Westerby Trustee Services Ltd 0116 326 0183
www.westerby.co.uk info@westerby.co.uk 1996
Whitehall Group (UK) Ltd 0161 408 4569
www.whitehallgroup.co.uk
enquiries@whitehallgroup.co.uk 2011
Administrator No No No Trustee
Min No min min Min
Administrator £20K No No Trustee
£20K Yes/ min min Administrator No No No No
Practitioner min min min min Trustee
Yes/ £750 Practitioner No No No No Trustee min min min min Administrator No No No No
Practitioner min min min min Trustee
Administrator No No No No
Consultancy min min min min Trustee
Administrator No No No Trustee No
0845 689 0814 or 07772 095196 Practitioner min min min min
www.pension-admin.com
No Consultancy min min min min
Yes/
No. of SSASs: Approx 65
Property as % of assets under administration: Approx 60%
Yes/ asset Yes/ No. of SSASs: 91 Not disclosed
Set-up: £1,000
Time cost Funds under administration: Annual admin: Dependent on Approx £60m
scheme - approx £1,000. No
interest deducted from scheme a/cs New member: Time cost
Set-up: £1,000
dependant Funds under administration: Annual admin: £1,250 approx on
dependant on scheme
Property as % of assets under New member: Nil administration: Not disclosed
No. of SSASs: Not disclosed
Property as % of assets under administration: No disclosed
Yes/ No. of SSASs: 3,500 Set-up: £1,150 plus £110 per
£200 per Funds under administration: member arrangemt, £2,848m
administration: 37% No. of SSASs: 500
Property as % of assets under administration: Not known
No. of SSASs: 688
Property as % of assets under administration: 55%
No. of SSASs: 117
Property Funds under administration: £795, £62.5m Other assets £265
Yes/ £300 No. of SSASs: 467
Funds under administration: £222m
Set-up: £310 first member, £205 second and subsequent members Annual admin: £530 first member,
Property as % of assets under £265 second and subsequent administration: 54%
members New member: As above
Set-up: £250 first member,(Capped at £1000)
Annual admin: £250 per member
Property as % of assets under (Capped at £1000) administration: 39.7%
New member: £250 = Investment Life & Pensions Award Winner - See page 5 for details. All fees quoted are subject to VAT at the standard rate unless otherwise stated. Set-up: £1,500
Funds under administration: Annual admin: £1,250 £603m
New member: £250 asset
Yes/ Nil
Annual admin: £270 trustee fee,
plus £75 Property as % of assets under £650 administration fee, plus per
£135 per member
New member: £435 first member, £270 for subsequent members
Set-up: Nil
Funds under administration: Annual admin: £940 Not known
New member: Nil Set-up: £995
dependant Funds under administration: Annual admin: £1,095 on asset Not disclosed
New member: £295
84
March 2015
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