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Small Self Administered Scheme.
Unique investment opportunities
A SSAS can have a maximum of 11 members and offers investment opportunities not available through other types of pension. It's ideal for family controlled or small businesses looking to make better use of their pension scheme. With SSAS they can benefit from the usual tax relief on contributions, tax-free growth, and tax-free lump sum on retirement.
| Diverse range of investment options | With a Legal & General SSAS, your clients have the opportunity to:
Please visit our document library for further information Remember, the value of investments can go down as well as up and is not guaranteed. | ✓ |
| Flexibility at retirement | As with most other pension schemes, your clients will be able to buy an annuity. But they'll also have the option to take:
Any money invested in the plan is tied up until members take their benefits. | ✓ |
| Clear charging structure |
Please note all of the above charges can be varied, but we'll give advance notice before we make any changes. | ✓ |
You need to know
The law and tax rates may change in the future and the value of tax relief will depend on individual circumstances.
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