We will support you by administering your SSAS pension efficiently and with care.

We will walk you through any complex issues; ensuring your pension scheme remains as flexible as possible for you and your business and meets the regulatory requirements.

We will act as your scheme administrator, professional trustee and scheme practitioner. Our experienced and knowledgeable team will personally answer calls from you and your advisers, taking direct ownership of tasks through to completion.

Not only does the design of our proprietary software (HOPE) enable us to efficiently manage your scheme, it also enables you to securely access your pension information online whenever you need to.

The Morhart SSAS

The Morhart SSAS is designed for small to medium businesses with shareholding directors. Each SSAS is set up individually and governed as a trust, operating as a separate legal entity to the company that sponsors it.

It provides the flexibility you need to ensure your pension scheme provides for you, your family, business partners and your company. As a member and trustee of the SSAS you will have control over how the scheme operates and is invested.

The Morhart SSAS is a tax efficient product which allows a wide range of investment opportunities from cash deposits and quoted equity to UK commercial land and property. In addition to borrowing from a commercial lender, in some circumstances the SSAS may borrow from - or lend to - the limited company on commercial terms for the purpose of its trade.

The Morhart SSAS also allows full flexibility in how you draw your benefits from the scheme. We offer flexible pension payment dates, which can be paid from the fund after age 55 (57 from 6 April 2028) using income drawdown. A proportion of the benefits can be paid as a tax-free lump sum.

A lifetime annuity can be purchased at any time, although there is no requirement to do so.

To learn more about the benefits of the Morhart SSAS please contact us.

HOPE - a new pensions management tool

As a team, we have pooled our experience of working within various pension companies and, more importantly, of working with clients on a day to day basis to develop our own proprietary software - HOPE.

Together with an experienced team of developers, we have created HOPE, which allows us to administer your scheme in a secure, Software as a Service (SaaS) environment. This allows for full transparency so what we record, you can see online.

For you, HOPE will enable you to see your SSAS including investments, transactions, benefit payments and more, 24-7.

As HOPE is our proprietary software, we will continue to update and develop it to ensure it supports you, our clients, in your SSAS journey.