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Pension Scheme Return Referral Service - Event Report Service: Refer Pension Administrator clients and share fees on the following:

• Many of your clients may have their own SSAS or other registered pension scheme
• Many insurers have simply walked away and following the introduction of pension scheme returns and the liability placed on the Administrator to file returns
• Many clients may now, reluctantly, be the official Scheme Adminstrator

We can help you and your clients with Scheme Administration. 

• A Yearly Registered Pension Scheme Return
• Event Reports (within fixed timescale of the event)
  

Registered Pension Scheme Returns include

• Contributions made under the pension scheme
• Transfers in or out of pension funds
  
• Income and gains derived from investments or deposits held for the purposes of the pension scheme
• Other receipts of the pension scheme
• Sums and other assets held for the purposes of the pension scheme
• Liabilities of the pension scheme
• Other expenditure of the pension scheme
  

The Event Report includes

• Special events that have occurred relating to the scheme during the tax year
• Changes in the scheme or its membership numbers
• Movement of scheme funds e.g. transfers, retirement, payment of other benefits
  

How to refer?
Contact us and we will discuss and agree your client requirements and prepare the necessary paperwork.

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