SSAS specialism

SSAS specialism

SSAS specialism

FINANCIAL PLANNER

Doherty PIC have had a long history with Small Self-Administered Schemes (SSAS’s). We have been key participants in designing and installing SSAS schemes for over 30 years in Northern Ireland. As we continue to set up new schemes and take over existing schemes, the SSAS department is a thriving hub of activity and is a huge growth area in our business.

What is a SSAS?

A SSAS is an occupational pension scheme set up under trust with fewer than 12 members. Private and family run businesses set up a SSAS for the benefit of the owner, Company Directors and family members who are employees.

A SSAS is registered with HMRC and so benefits from the usual generous tax reliefs afforded to pension schemes are available. They are also highly tax efficient, offering superior investment capabilities and flexibility.

A day in the life of a SSAS Administrator.

You would be working in conjunction with the SSAS Specialist on designated schemes to carry out the following:

  • Day to day running of Small Self-Administered Schemes including:
  • Maintain accurate record keeping of schemes
  • Setting up of new Schemes including HMRC registration
  • Takeover of an existing Schemes
  • Scheme Returns
  • Dealing with investments including property purchase, borrowings and loan back
  • New members
  • Transfers Out
  • Retirement
  • Deaths
  • Provide inhouse and client technical support

 

You would be working closely with multiple external and internal parties to include HMRC and third parties such as trustees and solicitors.

 

Full training and support to attain further exams and progression within the Company will be available.

Carol Hendry, SSAS Specialist

I have spent the majority of my Career at Doherty PIC Ltd and have been allowed to specialise in an area that I have great interest in. There is a great working team at Dohertys that provides a vast field of experience and knowledge at your fingertips from colleagues that are happy to share.

Career Opportunities

Want to work for Doherty PIC?
If you are interested in working with Doherty PIC, please fill out the form below and upload your CV.

Upload CV

Hidden
Max. file size: 300 MB.

Upload Cover Letter

Hidden
Max. file size: 300 MB.