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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 Employer Questionnaire (New Scheme)

Employer questionnaire for establishing a new SSAS.

Form

SSAS Employer Questionnaire (Existing Scheme)

Employer questionnaire for an existing SSAS.

Form

SSAS Member Questionnaire (New Scheme)

Member questionnaire for joining a new SSAS.

Form

SSAS Transfer Form

Transfer existing pension benefits into the SSAS.

Form

SSAS Property Questionnaire

Questionnaire for commercial property purchases.

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.

Questions about SSAS documentation?

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

@sipp

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This website is aimed at professional financial advisers rather than retail clients. If you are a retail client interested in a SIPP or a SSAS you should seek the advice of a financial adviser.

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