The basics

• We offer a flexible Small Self Administered Scheme (SSAS) aimed at controlling directors and key executives.
• A SSAS is an occupational pension scheme with less than 12 members, who are likely to be the controlling directors and can include key executives. Therefore a SSAS can be ideally suited for family controlled or small companies.
• The Legal & General SSAS offers you access to a highly tax efficient way of saving for retirement, whilst at the same time providing the option to widen the scheme’s investments and enjoy the many benefits these alternative investments offer to your business, enabling expansion. For instance, purchasing commercial property in a tax free environment or making a business loan to the company.
• The SSAS provides the facility to use the funds invested in the pension scheme to benefit your business.
• The Legal & General SSAS has been designed to offer you a flexible solution to changing investment needs. Whichever options you select you can be confident that our experienced team will be there to help you. In addition our SSAS Client Managers are available to attend meetings with you to discuss any aspects of SSAS business face to face and tailor a scheme and service package to achieve your aims.

The value of the units which make up a fund can go down as well as up, so the value of an investment is not guaranteed.  It is particularly important to remember this if a member is close to taking their benefits. Please remember that the money is tied up until a member takes their retirement benefits. Please view the other risk factors associated with this product.

The Small Self Administered Schemes Department deal exclusively with the self invested and insured elements of the SSAS pension arrangements. This includes property purchase, pension scheme loans to employers, share purchase and sale etc. For more information either email SSAS_SIPPDEPT@landg.com or contact 01737 375724/20. Please note we can only give information or advise on Legal & General products. We may record and monitor calls.