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Morhart Pension Services Ltd

Chamber Core

Nature Of Business: Financial and insurance activities

At Morhart Pension Services, we provide administration and trustee services for Small Self-Administered Pension Schemes (SSAS) to individuals, families, company directors and professional advisers. With a wealth of experience in all aspects of pensions administration, our team have the know-how and understanding to help you make the most of your SSAS. What is a SSAS? A Small Self-Administered Scheme (SSAS) is a defined contribution employer sponsored pension scheme. Unlike many other pension schemes, a SSAS gives scheme members the flexibility to control the assets and investments themselves. This can help the business and give more control and freedom over retirement planning. Investments in stocks and shares, commercial property (for example the business premises), or even loan backs to the business are allowable. A SSAS is limited to having up to 11 members. These would usually be the directors, or senior employees of the company, but can also include family members. With this flexibility a SSAS can be valuable, not only to help members save for their retirement in a tax-free environment, but also to assist the running of the business.

Key team members

Andy Rogers

Director

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