SSAS | Paul McFadden Wealth

Name*

First Name Last Name

Email Address*

Mobile Phone Number*

Please confirm that you are the director of a Limited Company registered in the UK*

Yes, this is correct
No, I don't currently have a UK Ltd company

Please provide your Company Name and Number:*

Unfortunately, SSAS is only available to UK Limited Companies.
Please come back to us if that situation changes.

Please confirm that your company has been actively trading for at least 9 months and that you have invoices, receipts and bank statements to evidence that to HMRC?*

Yes, this is correct
No, this is not the case

Unfortunately, SSAS would not be available to you in this instance.
Please come back to us if that situation changes.

What type of company do you have?*

It is a TRADING company
It is an INVESTMENT company

Unfortunately, SSAS can only be provided to TRADING companies.
Please come back to us if that situation changes.

How do you consider you would want to use a SSAS? (tick all that apply)*

To contribute business profits
To acquire commercial property
To loan money to my own company
To loan money to third party companies
To take control of my own investment decisions
To take control of existing pensions that I have

Do you have an existing pension?*

Yes, I do
No, I do not

What type(s) of pension(s) do you have?

Personal pension
Historic workplace pension
Current workplace pension
Defined benefit pension

Who is/are the provider(s) of your pensions?

What is the approximate transfer value of your pension(s)?