Establishing a SSAS
The IPS Partnership does not give financial advice. We can only accept applications from the general public in limited circumstances. Please refer to our application guidance for further details.
Establishing a New SSAS
To establish a new SSAS, please print, complete and return the following paperwork to us:
- SSAS Application
- Member Application for each proposed member
You should also print read our booklet titled IPS SSAS.
Please also provide us with the following:
- Documentation to comply with the Money Laundering Regulations
- A few sheets of the sponsoring company's headed paper
- Full details of the proposed member's existing pension arrangements
Upon receipt of all paperwork, we will prepare the required documentation to set up the new SSAS.
Taking Over an Existing SSAS
To take over an existing SSAS, please print, complete and return the following paperwork to us:
- SSAS Application
- Member Application for each existing scheme member
You should also print read our booklet titled IPS SSAS.
Please also provide us with the following:
- A letter of appointment signed by all Member Trustees
- The items outlined in our Takeover Guideline. If you do not have these items in your possession we will request them from the outgoing Scheme Administrator although you should be aware they might make a charge for this.
- Documentation to comply with the Money Laundering Regulations
Upon receipt of all paperwork, we will prepare the required documentation to takeover the SSAS.
Please contact us for details of our fees.
