Scheme Administration

Having annual scheme reviews helps us provide proactive guidance on your strategy.

Scheme Administration

Once a SSAS has been created and registered with HMRC, the funding and ongoing administration of the scheme commences. WestBridge SSAS can provide a full scheme administration service, tailored specifically to each clients’ requirements. Administration is managed by our experienced Account Managers, each of whom manage a portfolio of SSAS and with whom clients and their advisers have direct access by telephone and e-mail. In addition, we recommend at least annual reviews with either the account manager or one of our client directors which can be undertaken by videoconference facility or in some cases in person. Scheme administration includes:

Co-Trustee

WestBridge SSAS provide a bare trustee company that will act as an experienced independent trustee alongside the member trustees.

Operation of Scheme back account

If our preferred banking partner (Metro Bank) is used by the scheme, Westbridge can operate the scheme bank accounts directly on instruction by the scheme trustees

Annual Trustee Meeting

Westbridge SSAS recommends that a trustees meeting should be held annually to assess the clients’ needs and requirements and so that any outstanding administration can be identified. This also helps us proactively provide guidance on the intended future strategy for the scheme.

Scheme Administrator Services

All trustees of the scheme will collectively be appointed as the Scheme Administrator but in practice the duties of the Scheme Administrator will be delegated and performed by WestBridge Pensions Administration Limited. These duties include:

Get in touch

Enquire now






    View Privacy Policy

    Testimonials

    Testimonials

    Very Impressive!

    "I just wanted to say how impressed I have been with the level of service that you have provided concerning the SSAS.
    There is a clear sense that you have taken ownership of the case and from our conversations I have gleaned that you have a thorough understanding of your subject matter."

    WestBridge Group
    Above and beyond

    "I found the entire team to be very knowledgeable about pension law and willing to go “above and beyond” to successfully resolve the issue."

    WestBridge Group