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Innovative

Small Self-Administered Schemes (SSAS)

A Small Self Administered Scheme is an occupational scheme that provides members with substantial flexibility and manageability, putting you in control from the investment policy to the underlying assets. A SSAS could be an ideal pension vehicle for a small business to accumulate wealth tax efficiently.

SSAS offer some unique features, such as the ability to grant secured loans to sponsoring employers and to participate in other employer-related investments. A common arrangement is for a SSAS to acquire company premises, and to lease them back to the employer. Employer-related investments enable a company to make tax-deductible payments such as loan interest and rent into a SSAS, simultaneously fulfilling the primary purpose of a SSAS in building up the pension funds of its members for provision of benefits at retirement or following death.

Working with your financial adviser, you can map out your long-term business goals and milestones, then use the Berkeley Burke SSAS effectively to plot your journey. If you already have a SSAS in place we've made the transfer process as simple as possible.

Berkeley Burke has been in the SSAS market for over 40 years. During this time, SSAS has developed into the pension vehicle of choice for directors of family-owned businesses. Grahame Berkeley, Chairman of Berkeley Burke, was one of the pioneers of SSAS after the Finance Act of 1973 allowed controlling directors to participate in schemes similiar to those of their employees, and Berkeley Burke was the first ‘Pensioneer Trustee’ companies for professional SSAS trusteeship in the United Kingdom and Ireland.

Apart from the expertise, knowledge, and skill developed over the last 40 years, Berkeley Burke is fortunate to have Zachary Gallagher, Committee member and Chairman for the Association of Member-Directed Pension Schemes (AMPS), working in its Technical team.

Berkeley Burke SSAS client services include:

Professional representation at SSAS trustee meetings by Kal Patel, including participation in trustee decision-making and provision of legislative and technical updates.
Innovative A dedicated SSAS administrator, appointed to administer the Scheme on a day-to-day basis.
Innovative Maintenance of accurate records of members’ shares-of-fund and arising benefits.
Innovative An in-house technical department to deal with complex queries.
Innovative An ‘Independent Trustee’ service for the Scheme at no extra cost.
Innovative Competitive fee terms.
Innovative Access to Berkeley Burke’s Wealth Management Consultants for SSAS investment advice and personal financial planning.


For further information relating to our SSAS, or if you have any queries, then
please contact a member of our team on 0116 204 2988 or This email address is being protected from spambots. You need JavaScript enabled to view it.us.

Berkeley Burke Group Limited is registered in England with company number 04136164, and is Authorised and Regulated by the Financial Conduct Authority through our subsidiary companies.

See Compliance page for further information.

© Berkeley Burke 2016