FREE DIRECTOR PENSION ARRANGEMENT REVIEW
Obsidian SSAS is delighted to announce the launch of its Free Director Pension Review Service for professional advisers to use with their corporate clients.
The service is free of charge, we will review any existing Defined Contribution or Defined Benefit Small Self Administered Scheme (SSAS), Executive Pension Plan, Family Pension Trust or SIPP/Group SIPP arrangement.
All we require is a copy of the last Annual Valuation Report (AVR) and the latest Trust Deed and Scheme Rules. In return professional advisers will receive a comprehensive analysis of the specific arrangements.
In order to access the service please email:
Please attach to the email the relevant documents and any other appropriate information.
We will respond to enquiries within 2 working days.
Full Scheme Administrator and Professional Trustee for SSAS's
Best administration and technical expertise in the market
Access to ‘big four’ standard tax advice through Obsidian Tax
No complex menu of charges. Unique Fully Inclusive Single Annual Administration Fee of £1,500 p.a.
Technology driven administration, client and introducer driven journey
Obsidian SSAS is a specialist division within the Obsidian stable, dedicated specifically to the operation of Small Self-Administered Pension Schemes (SSAS’s) for business owners.
Having been in in existence since the mid 1970s we passionately believe that SSAS’s are an integral part of the wider tax planning opportunities for business owners.
SSAS’s are a significantly important tool to help business owners provide for retirement, whilst protecting wealth for future generations.
We deliver a personalised, pragmatic service with a dedication to embracing technology, creating optimal client experience and ensuring schemes keep within HMRC regulations.
All of our SSAS’s are administered in house and are overseen by our Directors who have 100+ years’ experience of both the technical aspect of SSAS’s as well as meeting the commercial objectives of clients.
Obsidian is an authorised Scheme Administrator with HM Revenue & Customs (HMRC) and undertakes all Administration responsibilities for clients. We do not provide regulated investment or Financial Planning advice but do provide detailed technical advice on all aspects of SSAS’s.
Our SSAS clients originate by way of referrals from our professional network of Accountants, Solicitors, Financial Advisers, Fund Managers, Investment Managers and Property Managers.
Founder director of Obsidian Tax, a member of the Chartered Institute of Taxation, Tom has over 35 years’ experience in professional services most of which as partner or director of one of the top 10 UK accountancy firms.
0116 218 3274
Joined Obsidian SSAS to lead the distribution function Nathan has over 20 years of sales, marketing, technical and PR SSAS experience, a pension expert and previously Group Managing Director of Distribution of the largest SSAS provider in the UK.
0116 218 3290
Joined Obsidian in June 2019 to lead development of the business, David has over 30 years’ SSAS experience from an operational and technical perspective.
0116 218 3276
Head of Operations
With over 25 years experience of SSAS administration from a technical and systems perspective, Debbie has previously managed large administration teams and was a systems trainer for a bespoke pension administration systems provider. Debbie is a committee member of AMPS
0116 218 3297
8 New Street
0116 218 4280