Already have a SSAS?
If you already have a SSAS and, for whatever reason, are looking to change your existing SSAS provider, we can take over the administration easily, with just a small amount of input from you.
We do not charge a fee to take over the administration and a list of our annual fees can be found here.
The process
Upon completion of the relevant takeover forms, we will contact your existing SSAS and investment providers to get the transfer underway. Your existing investments will be registered to include our professional trustee, Grace Trustees, and a new trustee bank account will be set up with Cater Allen Private Bank which you will be able to view online.
If you already have a bank account which is used to collect investment income such as rental payments, you can choose to keep this if you wish. We will be as flexible as possible to meet your requirements.
As well as the registration of assets, we will ensure that the important things continue like the paying of pensions, reporting to HMRC, progressing of new investments etc.
Throughout the process, you will have access to our proprietary online system (HOPE) which enables you to view your scheme. We will also keep you up to date with the progress of the takeover and will inform and update all regulators such as HMRC, TPR and the ICO.
We aim to complete a takeover within one month, often quicker, but it is dependent on your existing SSAS provider and the complexity of your investments. You can view our Service Level Agreement (SLA) here.
If you would like to talk to us about the takeover of the administration of your SSAS, please call us on 0117 457 7784 or email us.
Client feedback
Feedback from existing clients, including those where we have taken over the administration of their SSAS, can be found here.
“I have been a member of a SSAS, set up for the Dick Lovett Group, for over 35 years. Not only has the SSAS been an excellent pension scheme to build up a retirement fund, but it has also been a valuable business tool that has been used to help build the group over the years.
The administration of the SSAS has been dealt with by a small loyal team who I trust and I have recently transferred my SSAS to Morhart to maintain that continuity. The transfer process was straightforward and I know my SSAS is in good hands.
I am more than happy with the service that Morhart provide. Requests are processed quickly and with a minimum of fuss. I would happily recommend them.”
Peter Lovett, Dick Lovett Companies Ltd
SSAS repair
Occasionally, the administration of a SSAS can get to a point where it needs to be repaired to ensure that it meets HMRC regulations. Our team has plenty of experience in taking over SSASs that are in need of some TLC, and have the know-how to get them back into good working order.
If you feel your SSAS requires some repair work to put it into good order, please contact us.
