How to Apply for an IPS SSAS

The IPS Partnership Ltd are involved in both the establishment of new Small Self-Administered Schemes, and taking over as Pensioneer Trustee of existing ones.

The application process is different depending on which category applies.

To establish a new SSAS, the SSAS Application below requires completion and returning to us, together with the items outlined required to comply with the Money Laundering Regulations, a few sheets of the sponsoring company's headed paper, and full details of the proposed member's existing pension arrangements (if any).  IPS can then prepare the required documentation to establish the new SSAS.

To take over an existing SSAS, we require a letter of appointment along the lines of the draft below, together with the items outlined on the guideline below. IPS can then prepare the required documentation to takeover the SSAS.