SSAS Literature

Download application forms, key features documents, fee schedules, and guides for our Small Self-Administered Scheme.

Application Forms

Forms for new schemes, members, and transactions.

Form

SSAS Application Form

New SSAS scheme establishment application.

Form

SSAS Member Application Form

Add new members to an existing SSAS.

Form

SSAS Transfer Form

Transfer existing pension benefits into the SSAS.

Form

SSAS Contribution Form

Submit employer and member contributions.

Form

SSAS Loanback Application

Apply for a loan to the sponsoring employer.

Form

SSAS Property Purchase Instruction

Instruct a commercial property purchase.

Key Documents

Essential product information and terms.

Document

SSAS Key Features Document

Essential information about the @sipp SSAS.

Document

SSAS Fee Schedule

Complete list of SSAS fees and charges.

Document

SSAS Scheme Rules

The governing rules of the scheme.

Document

SSAS Terms and Conditions

Legal terms governing your SSAS.

Technical Guides

In-depth guides on SSAS features and transactions.

Guide

SSAS Loanback Guide

Understanding the loanback facility.

Guide

SSAS Property Purchase Guide

How to buy commercial property through your SSAS.

Guide

SSAS Connected Party Guide

Rules for connected party transactions.

Guide

SSAS Contribution Guide

Understanding employer and member contributions.

Adviser Materials

Marketing and technical materials for advisers.

Adviser

SSAS Product Summary

One-page summary for client discussions.

Adviser

SSAS Business Owner Guide

Guide for business owners considering a SSAS.

Adviser

SSAS Technical Guide

Detailed technical information for advisers.

Questions about SSAS documentation?

Our team can help with any queries about SSAS forms and requirements.