JLT Premier SSAS

What is a Premier SSAS?

The Premier SSAS is an occupational pension scheme and is established by a limited company, family run limited companies or a small business for its directors and senior employees. Put simply, a SSAS is a pension vehicle for business owners wanting more control of their retirement savings. SSAS members are trustees and will have control and flexibility over their SSAS assets and investment choices. A SSAS is registered with HMRC and benefits from the tax reliefs afforded to pension schemes.

Under the Premier SSAS members can take benefits via Flexi-Access Drawdown, Uncrystallised Funds Pension Lump Sum (UFPLS) or an annuity on the open market. JLT Premier Pensions facilitate all income payments through our dedicated payroll department.

The Premier SSAS is a full SSAS and can invest in similar assets to the Premier SIPP. SSASs can offer other benefits for entrepreneurial business owners including:

  • Loans to a sponsoring employer (unavailable on a SIPP)
  • Purchasing commercial property to be leased back to your business (or third party)
  • Transferring assets from you (in-specie transfers)

JLT Premier Pensions will assist you and your clients with all your SSAS requirements.  We aim to make this complex subject as simple as possible, to ensure our members achieve the most from their retirement planning.

Our service includes:

  • Provide the governing trust documentation to establish the SSAS;
  • Register the SSAS with HMRC and other authorities;
  • Act as a professional trustee; manage the online HMRC reporting portal;
  • Maintain scheme records for the trustees;
  • Offer the facility to set up a bank account with our key banking partner, or a bank of your choice;
  • Facilitate all necessary transactions (such as investments, property purchases, loans, income payments, etc);
  • Provide technical support and assistance regarding the relevant rules;
  • Provide updates relating to rule changes;

Contact JLT's Premier Pensions team

Contact JLT's Premier Pensions team

Any comments or questions about JLT or the products and services we provide can be directed to us via

+44 (0)29 2060 1134

✉ E-mail

You can also write to us: 

JLT Premier Pensions | Fitzalan House | Fitzalan Court | Fitzalan Road | Cardiff CF24 OEL|

Complaints

If things have gone wrong we are happy to hear from you as it may help us improve our services. If you wish to register a complaint, please contact us:

In writing: The Customer Relations Team | JLT Investment Management Limited | The Colombia Centre, Station Road, Bracknell RG12 1LP

+44 (0)1344 381 646

✉ E-mail

We have a complaints procedure that is available on request. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk